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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
BlackRock
1
BlackRock
New York
$625M +$25.6M +749,220 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$539M +$10M +293,306 +2%
Morgan Stanley
3
Morgan Stanley
New York
$487M +$443M +12,954,044 +862%
Lazard Asset Management
4
Lazard Asset Management
New York
$358M +$126M +3,682,908 +53%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$333M -$42.6M -1,245,980 -11%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$278M -$131M -3,826,032 -32%
Boston Partners
7
Boston Partners
Massachusetts
$238M +$23M +671,617 +11%
Artisan Partners
8
Artisan Partners
Wisconsin
$204M +$6.77M +197,853 +3%
AI
9
Ariel Investments
Illinois
$170M -$8.72M -255,115 -5%
State Street
10
State Street
Massachusetts
$158M +$5.54M +161,969 +4%
AllianceBernstein
11
AllianceBernstein
Tennessee
$142M +$48.3M +1,412,915 +51%
MBI
12
Montrusco Bolton Investments
Quebec, Canada
$137M +$28.8M +842,522 +25%
Macquarie Group
13
Macquarie Group
Australia
$122M +$5.27M +154,196 +4%
Franklin Resources
14
Franklin Resources
California
$106M +$20.8M +608,991 +24%
Citadel Advisors
15
Citadel Advisors
Florida
$98.8M -$35M -1,022,206 -26%
JP Morgan Chase
16
JP Morgan Chase
New York
$88.2M -$5.74M -167,908 -6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$85.1M +$1.03M +30,236 +1%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$65.9M -$92M -2,690,790 -58%
CRM
19
Cramer Rosenthal McGlynn
Connecticut
$65.6M +$10.6M +309,876 +19%
AIM
20
Artemis Investment Management
United Kingdom
$63.3M -$2.83M -82,801 -4%
GCM
21
Gates Capital Management
New York
$63.2M +$38.4M +1,121,742 +148%
Jennison Associates
22
Jennison Associates
New York
$62.2M -$21.2M -621,377 -25%
Bank of America
23
Bank of America
North Carolina
$61.3M -$2.53M -73,950 -4%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$59.8M -$7.7M -225,298 -11%
American Century Companies
25
American Century Companies
Missouri
$59.6M +$60.3M +1,763,297 +21,477%

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.