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39 hedge funds and large institutions have $10.6M invested in Envela in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

3% more funds holding

Funds holding: 3839 (+1)

0.44% less ownership

Funds ownership: 8.67%8.23% (-0.44%)

4% less capital invested

Capital invested by funds: $11.1M → $10.6M (-$410K)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
12
Closed
3
Calls
$19K
Puts
Net Calls
+$19K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.18M +$27.9K +6,517 +1%
HA
2
Heartland Advisors
Wisconsin
$1.94M
BlackRock
3
BlackRock
New York
$1.23M +$73.1K +17,046 +7%
Renaissance Technologies
4
Renaissance Technologies
New York
$908K -$281K -65,516 -26%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$705K +$5.73K +1,336 +0.9%
BCM
6
Bridgeway Capital Management
Texas
$447K
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$425K -$43.4K -10,118 -10%
Northern Trust
8
Northern Trust
Illinois
$392K +$81.5K +19,015 +31%
LWL
9
Leo Wealth LLC
Texas
$366K +$358K +83,455 New
State Street
10
State Street
Massachusetts
$343K +$21.8K +5,088 +8%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$231K -$30.1K -7,026 -13%
Bank of America
12
Bank of America
North Carolina
$224K -$133 -31 -0.1%
Morgan Stanley
13
Morgan Stanley
New York
$215K +$161K +37,502 +551%
DA
14
Denali Advisors
California
$138K -$26.6K -6,200 -18%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$128K -$18K -4,189 -14%
Charles Schwab
16
Charles Schwab
California
$104K
Bank of New York Mellon
17
Bank of New York Mellon
New York
$84.9K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$74.6K -$158K -36,876 -71%
Wolverine Trading
19
Wolverine Trading
Illinois
$66.5K +$58.6K +13,681 New
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$62.9K
RWM
21
Ritholtz Wealth Management
New York
$59.3K -$13.7K -3,202 -21%
Barclays
22
Barclays
United Kingdom
$52K +$38K +8,869 +483%
UBS Group
23
UBS Group
Switzerland
$50.2K +$19.1K +4,449 +76%
AWC
24
Adamsbrown Wealth Consultants
Kansas
$48.6K
JP Morgan Chase
25
JP Morgan Chase
New York
$37.2K +$11.7K +2,738 +56%