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Envista

193 hedge funds and large institutions have $2.4B invested in Envista in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 54

0.24% less ownership

Funds ownership: 101.25%101.01% (-0.24%)

9% less funds holding

Funds holding: 212193 (-19)

19% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 84

50% less capital invested

Capital invested by funds: $4.76B → $2.4B (-$2.36B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

79% less call options, than puts

Call options by funds: $899K | Put options by funds: $4.25M

Holders
193
Holders Change
-19
Holders Change %
-8.96%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
68
Increased
61
Reduced
54
Closed
84
Calls
$899K
Puts
$4.25M
Net Calls
-$3.35M
Net Calls Change
-$9.09M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$406M +$71.8M +2,803,345 +11%
ACM
2
Atlanta Capital Management
Georgia
$166M +$284M +11,085,830 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$154M +$14.9M +581,612 +6%
BlackRock
4
BlackRock
New York
$144M +$27.1M +1,058,297 +12%
Harris Associates
5
Harris Associates
Illinois
$123M +$211M +8,220,642 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$108M +$89.7M +3,503,631 +94%
American Century Companies
7
American Century Companies
Missouri
$81.9M +$140M +5,480,633 New
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$70.7M +$70.7M +2,758,778 +140%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$61.7M +$18.5M +723,121 +21%
CRM
10
Cramer Rosenthal McGlynn
Connecticut
$56.2M +$23M +898,007 +31%
GCM
11
Gates Capital Management
New York
$55.3M +$22.2M +866,058 +31%
AI
12
Ariel Investments
Illinois
$52.1M +$89.3M +3,487,094 New
N
13
Nuveen
North Carolina
$46.8M +$34.5M +1,348,041 +76%
CIP
14
Champlain Investment Partners
Vermont
$40.9M +$23.6M +922,950 +51%
PIM
15
Paradice Investment Management
Colorado
$39.9M +$68.4M +2,672,265 New
SAM
16
Silvercrest Asset Management
New York
$37.2M +$63.7M +2,487,478 New
Franklin Resources
17
Franklin Resources
California
$36.1M +$37.4M +1,460,953 +153%
Boston Partners
18
Boston Partners
Massachusetts
$34.7M +$28.1M +1,096,503 +89%
JP Morgan Chase
19
JP Morgan Chase
New York
$31.7M +$17.5M +682,499 +47%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$28.9M +$12.5M +489,656 +34%
NI
21
Nuance Investments
Missouri
$28.7M -$25.3M -989,578 -34%
State Street
22
State Street
Massachusetts
$28.2M +$9.61M +375,158 +25%
Lazard Asset Management
23
Lazard Asset Management
New York
$27.2M -$13.2M -514,715 -22%
PC
24
Polar Capital
United Kingdom
$26.1M +$44.8M +1,750,180 New
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$25.5M -$16.4M -640,544 -27%

NVST Hedge Fund Activity: Q1 2020 in Review

193 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q1 2020, worth a combined $2.4B — down 50% from $4.76B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of NVST and 68 opened new positions — a net loss of 16 holders — while 54 trimmed existing stakes and 61 added.

The largest buyer was Atlanta Capital Management, opening a new position worth an estimated $284M. The largest seller was UBS Group, cutting an estimated $201M.

  • 193 institutional investors held Envista (NVST) as of Q1 2020, down from 212 in Q4 2019.
  • Funds reported $2.4B of Envista stock for Q1 2020, down 50% quarter-over-quarter.
  • 68 funds opened new Envista positions in Q1 2020 and 84 closed out, a net change of -16 holders.
  • The largest Envista buyer in Q1 2020 was Atlanta Capital Management, an estimated $284M added.
  • The largest Envista seller in Q1 2020 was UBS Group, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2020.