Envista
NVST
319 hedge funds and large institutions have $4.82B invested in Envista in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 144 increasing their positions, 71 reducing their positions, and 69 closing their positions.
103% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 71
28% more call options, than puts
Call options by funds: $3.11M | Put options by funds: $2.44M
12% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 69
9.53% more ownership
Funds ownership: 107.4% → 116.94% (+9.5%)
1% more funds holding
Funds holding: 316 → 319 (+3)
2% less capital invested
Capital invested by funds: $4.91B → $4.82B (-$83.1M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$447M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$85M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$54.9M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$54.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$49.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$151M |
| 2 |
Lazard Asset Management
New York
|
-$149M |
| 3 |
GCM
Gates Capital Management
New York
|
-$69.2M |
| 4 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$53M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$44.8M |
NVST Hedge Fund Activity: Q4 2023 in Review
319 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q4 2023, worth a combined $4.82B — down 1.7% from $4.91B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new NVST positions and 69 closed out — a net gain of 8 holders — while 144 added to existing stakes and 71 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $447M. The largest seller was Fidelity Investments, cutting an estimated $151M.
- 319 institutional investors held Envista (NVST) as of Q4 2023, up from 316 in Q3 2023.
- Funds reported $4.82B of Envista stock for Q4 2023, down 1.7% quarter-over-quarter.
- 77 funds opened new Envista positions in Q4 2023 and 69 closed out, a net change of +8 holders.
- The largest Envista buyer in Q4 2023 was Morgan Stanley, an estimated $447M added.
- The largest Envista seller in Q4 2023 was Fidelity Investments, an estimated $151M sold.
Based on aggregated 13F filings for Q4 2023.