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Envista

321 hedge funds and large institutions have $6.17B invested in Envista in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 129 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $7.71M | Put options by funds: $3.43M

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

2% more funds holding

Funds holding: 316321 (+5)

2.35% less ownership

Funds ownership: 113.79%111.43% (-2.4%)

19% less capital invested

Capital invested by funds: $7.59B → $6.17B (-$1.42B)

24% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 129

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
321
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
5.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
52
Increased
98
Reduced
129
Closed
46
Calls
$7.71M
Puts
$3.43M
Net Calls
+$4.28M
Net Calls Change
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$593M -$24M -679,454 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$547M -$4.33M -122,620 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$476M -$32.8M -931,011 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$282M +$14M +397,650 +5%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$281M -$58.5M -1,656,944 -17%
Lazard Asset Management
6
Lazard Asset Management
New York
$250M -$61.4M -1,740,888 -19%
Harris Associates
7
Harris Associates
Illinois
$210M +$143M +4,057,100 +189%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$205M +$27.1M +768,687 +15%
Franklin Resources
9
Franklin Resources
California
$176M +$56.6M +1,603,147 +45%
AI
10
Ariel Investments
Illinois
$173M -$1.83M -51,953 -1%
State Street
11
State Street
Massachusetts
$162M +$898K +25,455 +0.5%
Macquarie Group
12
Macquarie Group
Australia
$150M +$9.37M +265,589 +6%
AllianceBernstein
13
AllianceBernstein
Tennessee
$144M -$3.45M -97,861 -2%
American Century Companies
14
American Century Companies
Missouri
$140M +$51.5M +1,459,869 +55%
Artisan Partners
15
Artisan Partners
Wisconsin
$123M -$55.6M -1,575,881 -30%
EC
16
Eminence Capital
New York
$118M +$40M +1,132,533 +48%
Citadel Advisors
17
Citadel Advisors
Florida
$113M -$20.8M -589,575 -15%
JP Morgan Chase
18
JP Morgan Chase
New York
$102M +$7.67M +217,487 +8%
GCM
19
Gates Capital Management
New York
$91.8M +$42.3M +1,199,532 +79%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$81.2M +$3.92M +111,170 +5%
MBI
21
Montrusco Bolton Investments
Quebec, Canada
$73.2M -$7.7M -218,181 -9%
Swedbank
22
Swedbank
Sweden
$71.3M +$8.14M +230,700 +12%
Bank of America
23
Bank of America
North Carolina
$70.1M -$60.2M -1,706,412 -45%
Charles Schwab
24
Charles Schwab
California
$63.5M +$596K +16,885 +0.9%
CRM
25
Cramer Rosenthal McGlynn
Connecticut
$57.7M -$5.16M -146,130 -8%

NVST Hedge Fund Activity: Q2 2023 in Review

321 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q2 2023, worth a combined $6.17B — down 19% from $7.59B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NVST positions and 46 closed out — a net gain of 6 holders — while 98 added to existing stakes and 129 trimmed.

The largest buyer was Harris Associates, adding an estimated $143M. The largest seller was Boston Partners, cutting an estimated $86.2M.

  • 321 institutional investors held Envista (NVST) as of Q2 2023, up from 316 in Q1 2023.
  • Funds reported $6.17B of Envista stock for Q2 2023, down 19% quarter-over-quarter.
  • 52 funds opened new Envista positions in Q2 2023 and 46 closed out, a net change of +6 holders.
  • The largest Envista buyer in Q2 2023 was Harris Associates, an estimated $143M added.
  • The largest Envista seller in Q2 2023 was Boston Partners, an estimated $86.2M sold.

Based on aggregated 13F filings for Q2 2023.