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38 hedge funds and large institutions have $6.11M invested in Envela in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

3% less funds holding

Funds holding: 3938 (-1)

2.72% less ownership

Funds ownership: 7.89%5.17% (-2.7%)

36% less capital invested

Capital invested by funds: $9.6M → $6.11M (-$3.49M)

69% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 16

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
5
Reduced
16
Closed
15
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$12.7K +$3.02K +662 +31%
Barclays
27
Barclays
United Kingdom
$10.6K -$15.9K -3,480 -60%
CFM
28
Catalyst Funds Management
Australia
$8.53K +$8.66K +1,900 New
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$8.03K -$24.3K -5,331 -75%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$6.42K +$1.92K +422 +42%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$3.25K +$3.3K +725 New
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.69K
Macquarie Group
33
Macquarie Group
Australia
$1.71K +$1.74K +381 New
Osaic Holdings
34
Osaic Holdings
Arizona
$898 +$911 +200 New
JP Morgan Chase
35
JP Morgan Chase
New York
$817 -$32.4K -7,104 -98%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$305 -$58.7K -12,880 -99%
HA
37
Heartland Advisors
Wisconsin
-$1.42M -307,906 Closed
DA
38
Denali Advisors
California
-$131K -28,300 Closed
Charles Schwab
39
Charles Schwab
California
-$98.8K -21,390 Closed
OSAM
40
O'Shaughnessy Asset Management
Connecticut
-$78K -16,878 Closed
Bank of New York Mellon
41
Bank of New York Mellon
New York
-$77.6K -16,806 Closed
Invesco
42
Invesco
Georgia
-$67.4K -14,579 Closed
Wolverine Trading
43
Wolverine Trading
Illinois
-$64.3K -13,918 Closed
AWC
44
Adamsbrown Wealth Consultants
Kansas
-$46.2K -10,000 Closed
AIG
45
American International Group
New York
-$17.3K -3,739 Closed
Wells Fargo
46
Wells Fargo
California
-$10.5K -2,268 Closed
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
-$3.98K -862 Closed
Legal & General Group
48
Legal & General Group
United Kingdom
-$3.42K -739 Closed
AIP
49
Ameritas Investment Partners
Nebraska
-$2.89K -626 Closed
AB
50
Amalgamated Bank
New York
-$1K -256 Closed