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Envista

321 hedge funds and large institutions have $6.17B invested in Envista in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 129 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $7.71M | Put options by funds: $3.43M

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

2% more funds holding

Funds holding: 316321 (+5)

2.35% less ownership

Funds ownership: 113.79%111.43% (-2.4%)

19% less capital invested

Capital invested by funds: $7.59B → $6.17B (-$1.42B)

24% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 129

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
321
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
5.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
52
Increased
98
Reduced
129
Closed
46
Calls
$7.71M
Puts
$3.43M
Net Calls
+$4.28M
Net Calls Change
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
351
Cerity Partners
New York
-$209K -5,111 Closed
Mercer Global Advisors
352
Mercer Global Advisors
Colorado
-$207K -5,061 Closed
IA
353
IFP Advisors
Florida
-$29.3K -1,047 Closed
BAM
354
Belpointe Asset Management
Nevada
-$36.8K -901 Closed
TWC
355
TD Waterhouse Canada
Ontario, Canada
-$31.9K -605 Closed
TWA
356
TCI Wealth Advisors
Arizona
-$15K -368 Closed
EI
357
Ellevest Inc
New York
-$10.2K -249 Closed
MC
358
Machina Capital
France
-$9.69K -237 Closed
CAL
359
Capital Advisors Ltd
Ohio
-$5K -131 Closed
SFG
360
Steward Financial Group
Texas
-$4K -111 Closed
SC
361
Schubert & Co
Texas
-$3.8K -93 Closed
ASN
362
Advisory Services Network
Georgia
-$3.31K -81 Closed
TPCW
363
TD Private Client Wealth
New York
-$3.31K -81 Closed
BF
364
BOK Financial
Oklahoma
-$1.59K -39 Closed
TH
365
TCTC Holdings
Texas
-$1.47K -36 Closed
GWS
366
Glassman Wealth Services
Virginia
-$777 -19 Closed
JWM
367
Janiczek Wealth Management
Colorado
-$189 -5 Closed

NVST Hedge Fund Activity: Q2 2023 in Review

321 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q2 2023, worth a combined $6.17B — down 19% from $7.59B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NVST positions and 46 closed out — a net gain of 6 holders — while 98 added to existing stakes and 129 trimmed.

The largest buyer was Harris Associates, adding an estimated $143M. The largest seller was Boston Partners, cutting an estimated $86.2M.

  • 321 institutional investors held Envista (NVST) as of Q2 2023, up from 316 in Q1 2023.
  • Funds reported $6.17B of Envista stock for Q2 2023, down 19% quarter-over-quarter.
  • 52 funds opened new Envista positions in Q2 2023 and 46 closed out, a net change of +6 holders.
  • The largest Envista buyer in Q2 2023 was Harris Associates, an estimated $143M added.
  • The largest Envista seller in Q2 2023 was Boston Partners, an estimated $86.2M sold.

Based on aggregated 13F filings for Q2 2023.