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42 hedge funds and large institutions have $18.5M invested in Envela in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

40% more call options, than puts

Call options by funds: $67K | Put options by funds: $48K

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

20% more capital invested

Capital invested by funds: $15.4M → $18.5M (+$3.13M)

17% more funds holding

Funds holding: 3642 (+6)

0.61% more ownership

Funds ownership: 8.73%9.34% (+0.61%)

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
11
Reduced
8
Closed
8
Calls
$67K
Puts
$48K
Net Calls
+$19K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$69.8K +$52.1K +7,487 +374%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$46.4K +$43.9K +6,303 New
JP Morgan Chase
28
JP Morgan Chase
New York
$44.5K +$42.1K +6,046 New
Morgan Stanley
29
Morgan Stanley
New York
$39.7K -$53.4K -7,677 -59%
AIG
30
American International Group
New York
$26.9K +$25.4K +3,652 New
Wells Fargo
31
Wells Fargo
California
$23.3K +$21.7K +3,113 +5,987%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$18.6K +$17.6K +2,524 New
Citigroup
33
Citigroup
New York
$16.6K -$73K -10,494 -82%
Barclays
34
Barclays
United Kingdom
$11.4K +$10.8K +1,546 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$10K +$7.3K +1,049 +280%
AB
36
Amalgamated Bank
New York
$8K +$8.01K +1,151 New
TRCT
37
Tower Research Capital (TRC)
New York
$7.88K -$20.2K -2,908 -73%
RI
38
Ridgewood Investments
New Jersey
$7.36K +$6.96K +1,000 New
Legal & General Group
39
Legal & General Group
United Kingdom
$5.44K +$5.14K +739 New
AIP
40
Ameritas Investment Partners
Nebraska
$4.61K +$4.36K +626 New
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.42K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$250 +$237 +34 New
Millennium Management
43
Millennium Management
New York
-$339K -52,226 Closed
VF
44
Virtu Financial
New York
-$214K -32,997 Closed
Goldman Sachs
45
Goldman Sachs
New York
-$135K -20,721 Closed
HF
46
HRT Financial
New York
-$117K -18,083 Closed
HIM
47
Hillsdale Investment Management
Ontario, Canada
-$105K -16,100 Closed
IFG
48
Independent Financial Group
California
-$81.9K -12,600 Closed
ASN
49
Advisory Services Network
Georgia
-$3.9K -600 Closed
LFG
50
Larson Financial Group
Missouri
-$956 -147 Closed