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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
319
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
4.65%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
77
Increased
144
Reduced
71
Closed
69
Calls
$3.11M
Puts
$2.44M
Net Calls
+$674K
Net Calls Change
+$2.03M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$447M
2
NI
Nuance Investments
Missouri
+$85M
3
Marshall Wace
Marshall Wace
United Kingdom
+$54.9M
4
RRAM
River Road Asset Management
Kentucky
+$54.6M
5
Franklin Resources
Franklin Resources
California
+$49.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$151M
2
Lazard Asset Management
Lazard Asset Management
New York
-$149M
3
GCM
Gates Capital Management
New York
-$69.2M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
-$53M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
-$44.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$34.8M -$10.4M -434,279 -23%
Northern Trust
27
Northern Trust
Illinois
$32.8M +$995K +41,631 +3%
Lazard Asset Management
28
Lazard Asset Management
New York
$32.2M -$149M -6,220,532 -82%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$30.3M +$14.3M +598,841 +91%
FCM
30
Frontier Capital Management
Massachusetts
$30M +$718K +30,034 +2%
Diamond Hill Capital Management
31
Diamond Hill Capital Management
Ohio
$29.3M +$29.1M +1,216,998 New
PIM
32
Paradice Investment Management
Colorado
$28M -$3.45M -144,434 -11%
Artisan Partners
33
Artisan Partners
Wisconsin
$27.4M -$1.34M -55,961 -5%
Renaissance Technologies
34
Renaissance Technologies
New York
$26.5M +$24.8M +1,038,600 +1,649%
Millennium Management
35
Millennium Management
New York
$26.1M +$19.4M +811,026 +296%
N
36
Nuveen
North Carolina
$22.8M -$1.8M -75,468 -7%
Citadel Advisors
37
Citadel Advisors
Florida
$22.4M +$16.5M +692,263 +288%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.8M +$3.71M +155,192 +21%
SEI Investments
39
SEI Investments
Pennsylvania
$21.3M +$1.29M +53,804 +6%
CSS
40
Cubist Systematic Strategies
Connecticut
$20.7M +$19.6M +818,801 +1,954%
AQR Capital Management
41
AQR Capital Management
Connecticut
$20.7M +$5.11M +213,902 +33%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$20.3M +$434K +18,146 +2%
First Trust Advisors
43
First Trust Advisors
Illinois
$19.5M +$1.45M +60,478 +8%
MAMU
44
Marathon Asset Management (UK)
United Kingdom
$19.2M +$19M +797,157 New
Public Employees Retirement Association of Colorado
45
Public Employees Retirement Association of Colorado
Colorado
$17.4M -$75.3K -3,151 -0.4%
Barclays
46
Barclays
United Kingdom
$15.6M +$4.03M +168,801 +35%
LI
47
Leeward Investments
Massachusetts
$15.3M -$262K -10,948 -2%
Principal Financial Group
48
Principal Financial Group
Iowa
$15.1M +$586K +24,506 +4%
PAMP
49
Polar Asset Management Partners
Ontario, Canada
$13.8M +$6.9M +288,629 +101%
DC
50
Davenport & Co
Virginia
$13.2M +$13.1M +550,000 New
1
2
3 4 5

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.