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Envista

298 hedge funds and large institutions have $7.16B invested in Envista in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 85 increasing their positions, 110 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $9.66M | Put options by funds: $3.01M

121% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more capital invested

Capital invested by funds: $5.99B → $7.16B (+$1.16B)

12% more funds holding

Funds holding: 266298 (+32)

1.66% less ownership

Funds ownership: 111.2%109.54% (-1.7%)

23% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 110

Holders
298
Holders Change
+32
Holders Change %
+12.03%
% of All Funds
5.23%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
62
Increased
85
Reduced
110
Closed
28
Calls
$9.66M
Puts
$3.01M
Net Calls
+$6.65M
Net Calls Change
+$5.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$960M +$583M +15,309,545 +186%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$788M -$212M -5,575,570 -22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$583M +$13.5M +354,919 +3%
ACM
4
Atlanta Capital Management
Georgia
$495M -$80.5M -2,113,696 -15%
BlackRock
5
BlackRock
New York
$488M +$8.82M +231,443 +2%
Harris Associates
6
Harris Associates
Illinois
$356M +$17.8M +468,180 +6%
AI
7
Ariel Investments
Illinois
$274M -$14M -367,416 -5%
WRF
8
Waddell & Reed Financial
Kansas
$155M -$918K -24,092 -0.6%
N
9
Nuveen
North Carolina
$145M -$27.9M -733,342 -17%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$143M -$6.58M -172,791 -5%
JP Morgan Chase
11
JP Morgan Chase
New York
$132M +$7.49M +196,705 +6%
American Century Companies
12
American Century Companies
Missouri
$122M -$79.5M -2,086,705 -41%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$115M -$3.82M -100,303 -3%
Franklin Resources
14
Franklin Resources
California
$110M -$24.7M -648,844 -19%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$109M -$48.5M -1,273,709 -32%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$99.9M -$1.53M -40,225 -2%
PIM
17
Paradice Investment Management
Colorado
$98.9M -$12.8M -336,341 -12%
State Street
18
State Street
Massachusetts
$89.7M -$2.59M -67,965 -3%
Citadel Advisors
19
Citadel Advisors
Florida
$82.2M -$37.5M -983,774 -33%
Boston Partners
20
Boston Partners
Massachusetts
$81.4M -$242K -6,363 -0.3%
CIP
21
Champlain Investment Partners
Vermont
$80.2M -$52.5M -1,378,410 -41%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$78.8M +$6.57M +172,414 +10%
SAM
23
Silvercrest Asset Management
New York
$70.8M -$26M -682,296 -28%
Norges Bank
24
Norges Bank
Norway
$66.7M -$13.9M -363,514 -18%
Millennium Management
25
Millennium Management
New York
$64.1M -$20.7M -543,517 -26%

NVST Hedge Fund Activity: Q1 2021 in Review

298 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q1 2021, worth a combined $7.16B — up 19% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new NVST positions and 28 closed out — a net gain of 34 holders — while 85 added to existing stakes and 110 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $583M. The largest seller was T. Rowe Price Associates, cutting an estimated $212M.

  • 298 institutional investors held Envista (NVST) as of Q1 2021, up from 266 in Q4 2020.
  • Funds reported $7.16B of Envista stock for Q1 2021, up 19% quarter-over-quarter.
  • 62 funds opened new Envista positions in Q1 2021 and 28 closed out, a net change of +34 holders.
  • The largest Envista buyer in Q1 2021 was Fidelity Investments, an estimated $583M added.
  • The largest Envista seller in Q1 2021 was T. Rowe Price Associates, an estimated $212M sold.

Based on aggregated 13F filings for Q1 2021.