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
| 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
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
376
Shelton Capital Management
Denver,
Colorado
| – | -$211K | -7,575 | Closed |
|
|
HT
377
Headlands Technologies
Chicago,
Illinois
| – | -$128K | -4,602 | Closed |
|
|
IUHSA
378
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$46.7K | -1,675 | Closed |
|
|
HL
379
HeadInvest LLC
Portland,
Maine
| – | -$27.6K | -1,000 | Closed |
|
|
SOW
380
State of Wyoming
Cheyenne,
Wyoming
| – | -$24.1K | -864 | Closed |
|
|
CAL
381
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$7K | -263 | Closed |
|
|
BG
382
Bollard Group
Boston,
Massachusetts
| – | -$3K | -97 | Closed |
|
|
CWP
383
Concord Wealth Partners
Abingdon,
Virginia
| – | -$2.62K | -94 | Closed |
|
384
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.09K | -75 | Closed |
|
|
WT
385
Washington Trust
Westerly,
Rhode Island
| – | -$1.42K | -51 | Closed |
|
|
RFG
386
RFP Financial Group
Atlanta,
Georgia
| – | -$1.06K | -38 | Closed |
|
|
SAM
387
Smartleaf Asset Management
Boston,
Massachusetts
| – | +$96 | +4 | New |
|
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.