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Envista

316 hedge funds and large institutions have $4.91B invested in Envista in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 124 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

6% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 124

2% less funds holding

Funds holding: 321316 (-5)

4.03% less ownership

Funds ownership: 111.43%107.4% (-4%)

21% less capital invested

Capital invested by funds: $6.17B → $4.91B (-$1.27B)

37% less call options, than puts

Call options by funds: $2.29M | Put options by funds: $3.64M

Holders
316
Holders Change
-5
Holders Change %
-1.56%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
116
Reduced
124
Closed
45
Calls
$2.29M
Puts
$3.64M
Net Calls
-$1.36M
Net Calls Change
-$5.64M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$496M +$7.99M +246,775 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$452M +$2.02M +62,463 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$386M -$6.94M -214,434 -2%
Harris Associates
4
Harris Associates
Illinois
$251M +$90.9M +2,808,291 +45%
Lazard Asset Management
5
Lazard Asset Management
New York
$211M +$5.6M +172,829 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$198M +$34.4M +1,063,270 +18%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$193M -$44.2M -1,366,198 -16%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$190M -$49.4M -1,525,381 -18%
GCM
9
Gates Capital Management
New York
$158M +$95.5M +2,950,879 +109%
AI
10
Ariel Investments
Illinois
$149M +$7.07M +218,461 +4%
State Street
11
State Street
Massachusetts
$133M -$725K -22,393 -0.5%
American Century Companies
12
American Century Companies
Missouri
$129M +$15.9M +491,111 +12%
Macquarie Group
13
Macquarie Group
Australia
$128M +$5.98M +184,666 +4%
AllianceBernstein
14
AllianceBernstein
Tennessee
$116M -$2.87M -88,768 -2%
JP Morgan Chase
15
JP Morgan Chase
New York
$92.7M +$10.2M +314,197 +10%
Franklin Resources
16
Franklin Resources
California
$88.8M -$65M -2,007,979 -39%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$68.5M +$1.87M +57,778 +2%
Swedbank
18
Swedbank
Sweden
$60.9M +$2.45M +75,800 +4%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$54.1M +$10.5M +324,620 +20%
Charles Schwab
20
Charles Schwab
California
$54M +$1.93M +59,689 +3%
MBI
21
Montrusco Bolton Investments
Quebec, Canada
$53M -$10.2M -314,437 -14%
Bank of America
22
Bank of America
North Carolina
$52.5M -$6.19M -191,267 -9%
CRM
23
Cramer Rosenthal McGlynn
Connecticut
$44.8M -$3.18M -98,245 -6%
Norges Bank
24
Norges Bank
Norway
$44M +$5.23M +161,506 +11%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$42.7M +$2.36M +72,755 +5%

NVST Hedge Fund Activity: Q3 2023 in Review

316 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q3 2023, worth a combined $4.91B — down 21% from $6.17B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of NVST and 43 opened new positions — a net loss of 2 holders — while 124 trimmed existing stakes and 116 added.

The largest buyer was Gates Capital Management, adding an estimated $95.5M. The largest seller was Eminence Capital, exiting entirely with an estimated $118M sold.

  • 316 institutional investors held Envista (NVST) as of Q3 2023, down from 321 in Q2 2023.
  • Funds reported $4.91B of Envista stock for Q3 2023, down 21% quarter-over-quarter.
  • 43 funds opened new Envista positions in Q3 2023 and 45 closed out, a net change of -2 holders.
  • The largest Envista buyer in Q3 2023 was Gates Capital Management, an estimated $95.5M added.
  • The largest Envista seller in Q3 2023 was Eminence Capital, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2023.