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38 hedge funds and large institutions have $11.1M invested in Envela in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

817% more call options, than puts

Call options by funds: $55K | Put options by funds: $6K

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

0.67% less ownership

Funds ownership: 9.34%8.67% (-0.67%)

10% less funds holding

Funds holding: 4238 (-4)

40% less capital invested

Capital invested by funds: $18.5M → $11.1M (-$7.46M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
16
Reduced
13
Closed
3
Calls
$55K
Puts
$6K
Net Calls
+$49K
Net Calls Change
+$30K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.1M -$21.1K -3,488 -0.8%
HA
2
Heartland Advisors
Wisconsin
$1.9M +$964K +159,612 +66%
Renaissance Technologies
3
Renaissance Technologies
New York
$1.2M -$45.7K -7,574 -3%
BlackRock
4
BlackRock
New York
$1.12M +$69.6K +11,526 +5%
CAM
5
Crown Advisors Management
California
$711K -$1.21M -200,000 -57%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$681K +$24K +3,976 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$462K +$81.6K +13,506 +16%
BCM
8
Bridgeway Capital Management
Texas
$436K
State Street
9
State Street
Massachusetts
$310K
Northern Trust
10
Northern Trust
Illinois
$292K -$5.37K -890 -1%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$258K -$76.2K -12,624 -19%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$248K -$104K -17,283 -25%
Bank of America
13
Bank of America
North Carolina
$218K +$960 +159 +0.3%
ACA
14
Anchor Capital Advisors
Massachusetts
$216K
DA
15
Denali Advisors
California
$164K +$107K +17,700 +105%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$145K +$29.3K +4,846 +19%
Charles Schwab
17
Charles Schwab
California
$101K
Bank of New York Mellon
18
Bank of New York Mellon
New York
$82.8K +$17.4K +2,877 +20%
RWM
19
Ritholtz Wealth Management
New York
$73.1K +$20.1K +3,328 +28%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$61.4K +$290 +48 +0.4%
AWC
21
Adamsbrown Wealth Consultants
Kansas
$47.4K
Citadel Advisors
22
Citadel Advisors
Florida
$39.4K -$133K -22,102 -73%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$37.9K +$10.2K +1,690 +27%
Morgan Stanley
24
Morgan Stanley
New York
$32.3K +$8.55K +1,416 +26%
UBS Group
25
UBS Group
Switzerland
$27.9K -$21.7K -3,598 -38%

ELA Hedge Fund Activity: Q3 2023 in Review

38 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Envela (ELA) for Q3 2023, worth a combined $11.1M — down 40% from $18.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ELA and 0 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 16 added.

The largest buyer was Heartland Advisors, adding an estimated $964K. The largest seller was Crown Advisors Management, cutting an estimated $1.21M.

  • 38 institutional investors held Envela (ELA) as of Q3 2023, down from 42 in Q2 2023.
  • Funds reported $11.1M of Envela stock for Q3 2023, down 40% quarter-over-quarter.
  • 0 funds opened new Envela positions in Q3 2023 and 3 closed out, a net change of -3 holders.
  • The largest Envela buyer in Q3 2023 was Heartland Advisors, an estimated $964K added.
  • The largest Envela seller in Q3 2023 was Crown Advisors Management, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2023.