NVST in the 13F filings
Envista Holdings Corporation · CUSIP 29415F104
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Feb 2024
- latest of these filings; the earliest 8 Feb 2024
- Managers listing it
- 12
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 8 listed it in both
- Shares listed
- 29,685,748
- combined, among listed positions
- Reported value
- $714m
- combined, at the quarter end
Among the 93 comparable managers: 7 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing NVST in Q4 2023
12 of 12 holders
Largest increases and reductions, by shares
Increases
- Marshall Wace LLPexisting position · 3,566,460 shares now+2,296,739
- Harris Associates LPexisting position · 10,852,053 shares now+1,841,034
- Tudor Investment Corpnew position · 353,320 shares now+353,320
- Quantbot Technologies LPnew position · 226,667 shares now+226,667
- Caxton Associates LLPexisting position · 90,416 shares now+30,450
Reductions
- MFS Investment Managementexisting position · 5,690,832 shares now-1,236,991
- AllianceBernstein LPexisting position · 3,600,710 shares now-573,286
- Janus Henderson Group Ltdexisting position · 1,868,446 shares now-73,263
- Artisan Partners LPexisting position · 1,137,257 shares now-55,961
- Bridgewater Associates LPexisting position · 182,477 shares now-10,672
New positions and exits
New (2)
Exited (1)
- Element Capital Management LLCwas $3.4m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2019 | 8 | $178m | n.a. | n.a. |
| Q4 2019 | 17 | $1.6bn | n.a. | n.a. |
| Q1 2020 | 6 | $541m | n.a. | n.a. |
| Q2 2020 | 8 | $911m | n.a. | n.a. |
| Q3 2020 | 9 | $873m | n.a. | n.a. |
| Q4 2020 | 11 | $1.4bn | n.a. | n.a. |
| Q1 2021 | 13 | $2.4bn | n.a. | n.a. |
| Q2 2021 | 16 | $2.1bn | n.a. | n.a. |
| Q3 2021 | 9 | $1.4bn | n.a. | n.a. |
| Q4 2021 | 7 | $1.6bn | n.a. | n.a. |
| Q1 2022 | 10 | $2.3bn | n.a. | n.a. |
| Q2 2022 | 9 | $1.8bn | n.a. | n.a. |
| Q3 2022 | 11 | $1.4bn | n.a. | n.a. |
| Q4 2022 | 9 | $812m | n.a. | n.a. |
| Q1 2023 | 11 | $1.2bn | n.a. | n.a. |
| Q2 2023 | 11 | $868m | n.a. | n.a. |
| Q3 2023 | 9 | $694m | n.a. | n.a. |
| Q4 2023 | 12 | $714m | 7 | 6 |
| Q1 2024 | 9 | $393m | 4 | 7 |
| Q2 2024 | 4 | $248m | 3 | 1 |
| Q3 2024 | 4 | $312m | 1 | 3 |
| Q4 2024 | 4 | $301m | 2 | 2 |
| Q1 2025 | 4 | $263m | 3 | 1 |
| Q2 2025 | 6 | $432m | 5 | 2 |
| Q3 2025 | 5 | $359m | 3 | 2 |
| Q4 2025 | 5 | $339m | 19 | 13 |
| Q1 2026 | 8 | $392m | 18 | 17 |
| Q2 2026 | 9 | $577m | 19 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
NVST and LLY →NVST and JNJ →NVST and VRTX →Choose a stock to compare with NVST →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own NVST, latest filings →Back to the 13F Explorer →