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Envista

292 hedge funds and large institutions have $3.15B invested in Envista in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 136 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $886K

36% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 100

2.61% more ownership

Funds ownership: 107.57%110.18% (+2.6%)

3% less funds holding

Funds holding: 302292 (-10)

20% less capital invested

Capital invested by funds: $3.95B → $3.15B (-$799M)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
292
Holders Change
-10
Holders Change %
-3.31%
% of All Funds
4.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
136
Reduced
100
Closed
38
Calls
$2.14M
Puts
$886K
Net Calls
+$1.26M
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$324M -$23.7M -1,251,867 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$287M +$2.62M +138,454 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$232M -$55.9M -2,956,340 -17%
Harris Associates
4
Harris Associates
Illinois
$179M +$19.2M +1,018,083 +10%
AI
5
Ariel Investments
Illinois
$164M +$18.5M +978,952 +11%
NI
6
Nuance Investments
Missouri
$117M +$42.6M +2,256,993 +47%
GCM
7
Gates Capital Management
New York
$114M +$45.3M +2,400,000 +54%
American Century Companies
8
American Century Companies
Missouri
$112M +$17M +897,141 +15%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$101M -$11.9M -632,000 -9%
State Street
10
State Street
Massachusetts
$87.1M +$1.94M +102,636 +2%
JP Morgan Chase
11
JP Morgan Chase
New York
$79.7M +$9.15M +484,319 +11%
CCP
12
Clarkston Capital Partners
Michigan
$72M +$15.7M +830,085 +24%
JAM
13
Jupiter Asset Management
United Kingdom
$69.5M +$79M +4,181,263 New
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$67.3M +$76.5M +4,049,167 New
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$56.2M -$4.29M -227,002 -6%
Franklin Resources
16
Franklin Resources
California
$52.2M -$52.9M -2,800,472 -47%
VLKIM
17
Van Lanschot Kempen Investment Management
Netherlands
$48.8M +$13.7M +727,406 +33%
Pacer Advisors
18
Pacer Advisors
Pennsylvania
$48M +$54.1M +2,861,880 +11,203%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$47M +$1.88M +99,403 +4%
Charles Schwab
20
Charles Schwab
California
$40.7M +$3.1M +163,891 +7%
RRAM
21
River Road Asset Management
Kentucky
$35.9M -$470K -24,874 -1%
Norges Bank
22
Norges Bank
Norway
$32.9M -$15.3M -809,389 -29%
TBC
23
Tweedy, Browne Co
Connecticut
$31.6M +$17.3M +917,448 +93%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$29.5M +$2.41M +127,421 +8%
Bank of America
25
Bank of America
North Carolina
$28.7M -$565K -29,877 -2%

NVST Hedge Fund Activity: Q2 2024 in Review

292 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q2 2024, worth a combined $3.15B — down 20% from $3.95B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NVST and 29 opened new positions — a net loss of 9 holders — while 100 trimmed existing stakes and 136 added.

The largest buyer was Jupiter Asset Management, opening a new position worth an estimated $79M. The largest seller was Morgan Stanley, cutting an estimated $55.9M.

  • 292 institutional investors held Envista (NVST) as of Q2 2024, down from 302 in Q1 2024.
  • Funds reported $3.15B of Envista stock for Q2 2024, down 20% quarter-over-quarter.
  • 29 funds opened new Envista positions in Q2 2024 and 38 closed out, a net change of -9 holders.
  • The largest Envista buyer in Q2 2024 was Jupiter Asset Management, an estimated $79M added.
  • The largest Envista seller in Q2 2024 was Morgan Stanley, an estimated $55.9M sold.

Based on aggregated 13F filings for Q2 2024.