We are live on ! Find out more
NVST icon

Envista

333 hedge funds and large institutions have $6.01B invested in Envista in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 97 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $31M | Put options by funds: $11M

40% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 97

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

3% more funds holding

Funds holding: 324333 (+9)

0.77% less ownership

Funds ownership: 113.61%112.84% (-0.77%)

1% less capital invested

Capital invested by funds: $6.08B → $6.01B (-$70.7M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
333
Holders Change
+9
Holders Change %
+2.78%
% of All Funds
5.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
50
Increased
136
Reduced
97
Closed
36
Calls
$31M
Puts
$11M
Net Calls
+$20M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TG
201
TCW Group
California
$640K +$63.5K +1,858 +11%
JMPWA
202
JP Morgan Private Wealth Advisors
California
$634K +$231K +6,741 +56%
USAA
203
United Services Automobile Association
Texas
$600K
Renaissance Technologies
204
Renaissance Technologies
New York
$559K +$568K +16,600 New
OAM
205
Oppenheimer Asset Management
New York
$516K +$89.9K +2,630 +21%
NMIMC
206
Northwestern Mutual Investment Management Company
Wisconsin
$508K -$291K -8,509 -36%
SAM
207
Securian Asset Management
Minnesota
$504K +$5.4K +158 +1%
OWA
208
Outlook Wealth Advisors
Texas
$491K -$49.3K -1,443 -9%
BW
209
Bison Wealth
Georgia
$478K -$31.6K -925 -7%
ESCM
210
Echo Street Capital Management
New York
$474K +$482K +14,090 New
SEC
211
Seven Eight Capital
New York
$473K +$480K +14,038 New
PTC
212
Petrus Trust Company
Texas
$467K +$474K +13,860 New
CC
213
Cipher Capital
New York
$465K -$174K -5,097 -27%
HEIP
214
Hudson Edge Investment Partners
New Jersey
$460K +$467K +13,665 New
CGH
215
Crossmark Global Holdings
Texas
$453K -$17.4K -510 -4%
PCM
216
Palisade Capital Management
New Jersey
$453K +$30.4K +890 +7%
Baird Financial Group
217
Baird Financial Group
Wisconsin
$440K +$4.58K +134 +1%
MSRPS
218
Maryland State Retirement & Pension System
Maryland
$428K
P
219
Pitcairn
Pennsylvania
$424K -$446K -13,055 -51%
ProShare Advisors
220
ProShare Advisors
Maryland
$421K +$33.7K +984 +9%
PA
221
Procyon Advisors
Connecticut
$396K +$1.61K +47 +0.4%
Simplex Trading
222
Simplex Trading
Illinois
$394K +$400K +11,705 New
BAM
223
Blueshift Asset Management
New Jersey
$363K -$32.3K -945 -8%
BCM
224
Bourgeon Capital Management
Connecticut
$361K +$18.7K +546 +5%
KBC Group
225
KBC Group
Belgium
$337K

NVST Hedge Fund Activity: Q4 2022 in Review

333 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q4 2022, worth a combined $6.01B — down 1.2% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NVST positions and 36 closed out — a net gain of 14 holders — while 136 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $443M. The largest seller was Fidelity Investments, cutting an estimated $131M.

  • 333 institutional investors held Envista (NVST) as of Q4 2022, up from 324 in Q3 2022.
  • Funds reported $6.01B of Envista stock for Q4 2022, down 1.2% quarter-over-quarter.
  • 50 funds opened new Envista positions in Q4 2022 and 36 closed out, a net change of +14 holders.
  • The largest Envista buyer in Q4 2022 was Morgan Stanley, an estimated $443M added.
  • The largest Envista seller in Q4 2022 was Fidelity Investments, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2022.