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39 hedge funds and large institutions have $9.6M invested in Envela in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3939 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.34% less ownership

Funds ownership: 8.23%7.89% (-0.34%)

10% less capital invested

Capital invested by funds: $10.6M → $9.6M (-$1.04M)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
17
Closed
3
Calls
$18K
Puts
Net Calls
+$18K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.09M +$16.3K +3,678 +0.8%
HA
2
Heartland Advisors
Wisconsin
$1.42M -$409K -92,094 -23%
BlackRock
3
BlackRock
New York
$1.13M -$42.5K -9,556 -4%
Renaissance Technologies
4
Renaissance Technologies
New York
$808K -$53.8K -12,110 -6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$701K +$29.2K +6,580 +5%
BCM
6
Bridgeway Capital Management
Texas
$425K
LWL
7
Leo Wealth LLC
Texas
$381K
Northern Trust
8
Northern Trust
Illinois
$371K -$1.55K -350 -0.4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$364K -$38.6K -8,684 -10%
State Street
10
State Street
Massachusetts
$326K
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$219K
Bank of America
12
Bank of America
North Carolina
$195K -$17.1K -3,838 -8%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$193K +$117K +26,360 +172%
Morgan Stanley
14
Morgan Stanley
New York
$149K -$53.9K -12,131 -27%
DA
15
Denali Advisors
California
$131K
Charles Schwab
16
Charles Schwab
California
$98.8K
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$78K -$41.9K -9,425 -36%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$77.6K -$2.91K -656 -4%
Invesco
19
Invesco
Georgia
$67.4K +$64.8K +14,579 New
Wolverine Trading
20
Wolverine Trading
Illinois
$64.3K +$1.05K +237 +2%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$59.8K
AWC
22
Adamsbrown Wealth Consultants
Kansas
$46.2K
UBS Group
23
UBS Group
Switzerland
$45.4K -$2.28K -514 -5%
JP Morgan Chase
24
JP Morgan Chase
New York
$33.7K -$1.64K -370 -5%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$32.9K -$9 -2 -0%