We are live on ! Find out more
NVST icon

Envista

319 hedge funds and large institutions have $4.82B invested in Envista in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 144 increasing their positions, 71 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 71

28% more call options, than puts

Call options by funds: $3.11M | Put options by funds: $2.44M

12% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 69

9.53% more ownership

Funds ownership: 107.4%116.94% (+9.5%)

1% more funds holding

Funds holding: 316319 (+3)

2% less capital invested

Capital invested by funds: $4.91B → $4.82B (-$83.1M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
319
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
77
Increased
144
Reduced
71
Closed
69
Calls
$3.11M
Puts
$2.44M
Net Calls
+$674K
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$784M +$447M +18,709,314 +135%
BlackRock
2
BlackRock
New York
$440M +$12M +500,991 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$413M +$22.6M +944,596 +6%
Harris Associates
4
Harris Associates
Illinois
$261M +$44M +1,841,034 +20%
AI
5
Ariel Investments
Illinois
$171M +$42.1M +1,761,364 +33%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$156M -$14.8M -621,280 -9%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$137M -$29.6M -1,236,991 -18%
Franklin Resources
8
Franklin Resources
California
$127M +$49.7M +2,077,786 +65%
American Century Companies
9
American Century Companies
Missouri
$126M +$14.9M +624,863 +14%
State Street
10
State Street
Massachusetts
$121M +$6.61M +276,644 +6%
Macquarie Group
11
Macquarie Group
Australia
$111M +$257K +10,770 +0.2%
NI
12
Nuance Investments
Missouri
$94.6M +$85M +3,558,031 +954%
JP Morgan Chase
13
JP Morgan Chase
New York
$92M +$11.9M +499,605 +15%
AllianceBernstein
14
AllianceBernstein
Tennessee
$86.6M -$13.7M -573,286 -14%
Marshall Wace
15
Marshall Wace
United Kingdom
$85.8M +$54.9M +2,296,739 +181%
Swedbank
16
Swedbank
Sweden
$73.6M +$21M +878,200 +40%
GCM
17
Gates Capital Management
New York
$66.6M -$69.2M -2,896,557 -51%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$63.8M +$4.67M +195,591 +8%
RRAM
19
River Road Asset Management
Kentucky
$54.9M +$54.6M +2,283,073 New
Charles Schwab
20
Charles Schwab
California
$51.2M +$4.55M +190,572 +10%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$45M -$1.75M -73,263 -4%
Norges Bank
22
Norges Bank
Norway
$42.9M +$4.89M +204,799 +13%
VLKIM
23
Van Lanschot Kempen Investment Management
Netherlands
$42.3M +$42M +1,756,877 New
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$40.7M +$40.4M +1,691,610 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$38.3M +$1.52M +63,492 +4%

NVST Hedge Fund Activity: Q4 2023 in Review

319 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q4 2023, worth a combined $4.82B — down 1.7% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new NVST positions and 69 closed out — a net gain of 8 holders — while 144 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $447M. The largest seller was Fidelity Investments, cutting an estimated $151M.

  • 319 institutional investors held Envista (NVST) as of Q4 2023, up from 316 in Q3 2023.
  • Funds reported $4.82B of Envista stock for Q4 2023, down 1.7% quarter-over-quarter.
  • 77 funds opened new Envista positions in Q4 2023 and 69 closed out, a net change of +8 holders.
  • The largest Envista buyer in Q4 2023 was Morgan Stanley, an estimated $447M added.
  • The largest Envista seller in Q4 2023 was Fidelity Investments, an estimated $151M sold.

Based on aggregated 13F filings for Q4 2023.