ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

ENV was delisted on the 22nd of November, 2024.

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242 hedge funds and large institutions have $2.75B invested in ENVESTNET, INC. in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+6
Holders Change %
+2.54%
% of All Funds
5.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
40
Increased
75
Reduced
93
Closed
32
Calls
$7.26M
Puts
$2.79M
Net Calls
+$4.47M
Net Calls Change
+$4.88M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$48.3M
2
Victory Capital Management
Victory Capital Management
Texas
+$19.8M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$15.3M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$10.8M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$9.63M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$70.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$24.2M
3
Select Equity Group
Select Equity Group
New York
-$15M
4
ACM
Ashford Capital Management
Delaware
-$9.43M
5
TCM
TimesSquare Capital Management
New York
-$9.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$4K +$3.4K +80 +571%
SIAS
227
Shine Investment Advisory Services
Colorado
$3K -$2.26K -43 -43%
FRA
228
Front Row Advisors
California
$3K -$1.38K -22 -31%
AS
229
Altshuler Shaham
Israel
$3K +$3K +51 New
BAM
230
Bellevue Asset Management
Washington
$3K +$3K +54 New
ASN
231
Advisory Services Network
Georgia
$2K -$966 -14 -33%
SL
232
Savior LLC
Massachusetts
$2K – – –
LWA
233
Lenox Wealth Advisors
New York
$2K +$2K +30 New
JCM
234
Jacobi Capital Management
Pennsylvania
$2K +$2K +35 New
MIFH
235
Migdal Insurance & Financial Holdings
Israel
$1K -$41.4K -787 -98%
SFS
236
Sowell Financial Services
Arkansas
$1K -$682 -15 -41%
S
237
SignatureFD
Georgia
$1K – – –
VFA
238
Valeo Financial Advisors
Indiana
$1K – – –
ADL
239
Asset Dedication LLC
California
$1K – – –
TFO
240
Tarbox Family Office
California
$1K +$1K +11 New
ABC
241
Associated Banc-Corp
Wisconsin
$1K +$1K +26 New
TI
242
tru Independence
Oregon
$1 – – –
Select Equity Group
243
Select Equity Group
New York
– -$15M -215,986 Closed
NC
244
Nicholas Company
Wisconsin
– -$7.01M -100,605 Closed
Holocene Advisors
245
Holocene Advisors
New York
– -$3.42M -49,054 Closed
Neuberger Berman Group
246
Neuberger Berman Group
New York
– -$2.2M -31,579 Closed
FCM
247
Fortis Capital Management
Washington
– -$1.84M -26,445 Closed
SM
248
Sciencast Management
New Jersey
– -$1.3M -17,800 Closed
GCP
249
GSA Capital Partners
United Kingdom
– -$1.15M -16,551 Closed
IA
250
IndexIQ Advisors
New York
– -$864K -12,404 Closed
7 8 9
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