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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

206% more call options, than puts

Call options by funds: $7.17M | Put options by funds: $2.35M

73% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 67

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

41% more capital invested

Capital invested by funds: $2.75B → $3.89B (+$1.14B)

6% more funds holding

Funds holding: 242256 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
256
Holders Change
+14
Holders Change %
+5.79%
% of All Funds
5.25%
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
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$19K +$12.4K +190 +284%
PA
227
Parallel Advisors
California
$18K
EI
228
Ellevest Inc
New York
$17K +$653 +10 +5%
CFD
229
Creative Financial Designs
Indiana
$16K +$14.3K +219 New
CFFP
230
Center for Financial Planning
Michigan
$14K
HI
231
Hudock Inc
Pennsylvania
$13K
VCM
232
Versant Capital Management
Arizona
$12K +$261 +4 +2%
QCG
233
Quadrant Capital Group
Ohio
$12K +$4.71K +72 +77%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
234
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12K +$11K +169 New
AW
235
Avion Wealth
Texas
$10K
LF
236
Lee Financial
Texas
$8K +$653 +10 +11%
BFEC
237
Benjamin F. Edwards & Company
Missouri
$7K
AS
238
Altshuler Shaham
Israel
$6K +$2.03K +31 +61%
BAM
239
Bellevue Asset Management
Washington
$4K
FRA
240
Front Row Advisors
California
$4K
SIAS
241
Shine Investment Advisory Services
Colorado
$4K
JCM
242
Jacobi Capital Management
Pennsylvania
$3K
SL
243
Savior LLC
Massachusetts
$3K
S
244
SignatureFD
Georgia
$3K +$1.76K +27 +245%
BCA
245
Berman Capital Advisors
Georgia
$3K +$2.74K +42 New
SFS
246
Sowell Financial Services
Arkansas
$2K
EW
247
Evoke Wealth
California
$2K +$2.16K +33 New
KPW
248
Kore Private Wealth
New York
$2K +$2.29K +35 New
ADL
249
Asset Dedication LLC
California
$1K
TFO
250
Tarbox Family Office
California
$1K

ENV Hedge Fund Activity: Q2 2020 in Review

256 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2020, worth a combined $3.89B — up 41% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ENV positions and 24 closed out — a net gain of 15 holders — while 116 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $25.8M. The largest seller was Spyglass Capital Management, exiting entirely with an estimated $21.5M sold.

  • 256 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2020, up from 242 in Q1 2020.
  • Funds reported $3.89B of ENVESTNET, INC. stock for Q2 2020, up 41% quarter-over-quarter.
  • 39 funds opened new ENVESTNET, INC. positions in Q2 2020 and 24 closed out, a net change of +15 holders.
  • The largest ENVESTNET, INC. buyer in Q2 2020 was Wells Fargo, an estimated $25.8M added.
  • The largest ENVESTNET, INC. seller in Q2 2020 was Spyglass Capital Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2020.