ENV

ENVESTNET, INC.

Delisted

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

256 hedge funds and large institutions have $3.89B invested in ENVESTNET, INC. in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+14
Holders Change %
+5.79%
% of All Funds
5.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
116
Reduced
67
Closed
24
Calls
$7.17M
Puts
$2.35M
Net Calls
+$4.83M
Net Calls Change
+$359K
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$19K +$14K +190 +284%
PA
227
Parallel Advisors
California
$18K
EI
228
Ellevest Inc
New York
$17K +$752 +10 +5%
CFD
229
Creative Financial Designs
Indiana
$16K +$16K +219 New
CFFP
230
Center for Financial Planning
Michigan
$14K
HI
231
Hudock Inc
Pennsylvania
$13K
VCM
232
Versant Capital Management
Arizona
$12K +$279 +4 +2%
QCG
233
Quadrant Capital Group
Ohio
$12K +$5.21K +72 +77%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
234
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12K +$12K +169 New
AW
235
Avion Wealth
Texas
$10K
LF
236
Lee Financial
Texas
$8K +$762 +10 +11%
BFEC
237
Benjamin F. Edwards & Company
Missouri
$7K
AS
238
Altshuler Shaham
Israel
$6K +$2.27K +31 +61%
SIAS
239
Shine Investment Advisory Services
Colorado
$4K
FRA
240
Front Row Advisors
California
$4K
BAM
241
Bellevue Asset Management
Washington
$4K
SL
242
Savior LLC
Massachusetts
$3K
JCM
243
Jacobi Capital Management
Pennsylvania
$3K
S
244
SignatureFD
Georgia
$3K +$2.13K +27 +245%
BCA
245
Berman Capital Advisors
Georgia
$3K +$3K +42 New
SFS
246
Sowell Financial Services
Arkansas
$2K
EW
247
Evoke Wealth
California
$2K +$2K +33 New
KPW
248
Kore Private Wealth
New York
$2K +$2K +35 New
ADL
249
Asset Dedication LLC
California
$1K
TFO
250
Tarbox Family Office
California
$1K