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Envista
NVST

206 hedge funds and large institutions have $4.34B invested in Envista in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 58 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $9.06M | Put options by funds: $3.77M

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

17% more capital invested

Capital invested by funds: $3.71B → $4.34B (+$625M)

9% more funds holding

Funds holding: 189 → 206 (+17)

0.44% more ownership

Funds ownership: 110.46% → 110.9% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

15% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 68

Holders
206
Holders Change
+17
Holders Change %
+8.99%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
42
Increased
58
Reduced
68
Closed
24
Calls
$9.06M
Puts
$3.77M
Net Calls
+$5.29M
Net Calls Change
+$2.8M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$73.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$42.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$19.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.6M
5
MWNA
Marshall Wace North America
New York
+$18.5M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$95.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$59.8M
3
First Trust Advisors
First Trust Advisors
Illinois
-$23.4M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$16.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
176
C.M. Bidwell & Associates
Hawaii
$37K +$34.6K +1,500 New
HWM
177
HighMark Wealth Management
Minnesota
$25K +$23.1K +1,000 New
Millennium Management
178
Millennium Management
New York
$18.3K +$12.6M +548,270 +287%
SBL
179
Sargent Bickham Lagudis
Colorado
$13K – – –
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$12K – – –
HI
181
Hudock Inc
Pennsylvania
$12K +$11.5K +500 New
CTC
182
Central Trust Company
Missouri
$11K – – –
EI
183
Ellevest Inc
New York
$10K – – –
TWA
184
TCI Wealth Advisors
Arizona
$9K – – –
GRP
185
Global Retirement Partners
California
$8K – – –
Creative Planning
186
Creative Planning
Kansas
$7K +$6.41K +278 New
TIM
187
Tortoise Investment Management
New York
$6K – – –
SIAS
188
Shine Investment Advisory Services
Colorado
$6K +$5.63K +244 New
GWM
189
Geneos Wealth Management
Colorado
$5K – – –
Toronto Dominion Bank
190
Toronto Dominion Bank
Ontario, Canada
$5K – – –
HNB
191
Huntington National Bank
Ohio
$4K – – –
BCA
192
Berman Capital Advisors
Georgia
$3K – – –
IRAG
193
Investment Research & Advisory Group
Georgia
$3K – – –
FCH
194
Freestone Capital Holdings
Washington
$2.17K +$2.03K +88 New
EW
195
Evoke Wealth
California
$2K – – –
IA
196
IFP Advisors
Florida
$2K – – –
MAM
197
Meeder Asset Management
Ohio
$2K +$1.36K +59 +347%
CFO
198
CVA Family Office
Colorado
$1K – – –
TFA
199
Toth Financial Advisory
Virginia
$1K – – –
WCG
200
Weaver Consulting Group
California
$1K – – –
6 7
8
9 10

NVST Hedge Fund Activity: Q3 2020 in Review

206 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q3 2020, worth a combined $4.34B — up 17% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NVST positions and 24 closed out — a net gain of 18 holders — while 58 added to existing stakes and 68 trimmed.

The largest buyer was Waddell & Reed Financial, opening a new position worth an estimated $73.5M. The largest seller was Viking Global Investors, exiting entirely with an estimated $95.4M sold.

  • 206 institutional investors held Envista (NVST) as of Q3 2020, up from 189 in Q2 2020.
  • Funds reported $4.34B of Envista stock for Q3 2020, up 17% quarter-over-quarter.
  • 42 funds opened new Envista positions in Q3 2020 and 24 closed out, a net change of +18 holders.
  • The largest Envista buyer in Q3 2020 was Waddell & Reed Financial, an estimated $73.5M added.
  • The largest Envista seller in Q3 2020 was Viking Global Investors, an estimated $95.4M sold.

Based on aggregated 13F filings for Q3 2020.