We are live on ! Find out more
NVST icon

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
Comerica Bank
101
Comerica Bank
Texas
$3.86M +$1M +41,958 +35%
JF
102
Jump Financial
Illinois
$3.78M +$3.57M +149,570 +2,035%
TPSF
103
Texas Permanent School Fund
Texas
$3.65M +$242K +10,118 +7%
FP
104
Foundry Partners
Minnesota
$3.57M +$3.55M +148,437 New
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$3.55M +$1.15K +48 +0%
PIM
106
Profit Investment Management
Maryland
$3.22M +$261K +10,940 +9%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$3.19M -$1.02M -42,698 -24%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$3.02M +$285K +11,925 +10%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.89M +$1.22M +51,072 +74%
Canada Life
110
Canada Life
Manitoba, Canada
$2.88M +$128K +5,336 +5%
BL
111
BFSG LLC
California
$2.64M +$2.62M +109,808 New
AB
112
Amalgamated Bank
New York
$2.59M +$38.3K +1,603 +2%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$2.56M +$527K +22,063 +26%
GCM
114
Graham Capital Management
Connecticut
$2.55M +$2.53M +105,984 New
PMEF
115
Point72 Middle East FZE
United Arab Emirates
$2.48M +$2.47M +103,177 New
WCM
116
Wedge Capital Management
North Carolina
$2.46M +$13.6K +569 +0.6%
Prudential Financial
117
Prudential Financial
New Jersey
$2.44M +$1.82M +76,081 +299%
MIM
118
MetLife Investment Management
New Jersey
$2.32M +$62.5K +2,614 +3%
HC
119
Henshaw Capital
Massachusetts
$2.3M +$57.4K +2,400 +3%
Citigroup
120
Citigroup
New York
$2.3M +$1.1M +45,958 +93%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$2.27M +$550K +23,034 +32%
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$2.26M -$338K -14,156 -13%
CI
123
Centerstone Investors
New York
$2.24M +$2.23M +93,266 New
Mitsubishi UFJ Asset Management
124
Mitsubishi UFJ Asset Management
Japan
$2.2M – – –
HFS
125
Hantz Financial Services
Michigan
$2.19M +$402K +16,838 +23%
3 4
5
6 7

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.