ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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239 hedge funds and large institutions have $3.99B invested in ENVESTNET, INC. in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 99 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-47
Holders Change %
-16.43%
% of All Funds
4.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
91
Reduced
99
Closed
64
Calls
$5.28M
Puts
$2.83M
Net Calls
+$2.45M
Net Calls Change
+$2.24M

Top Buyers

1
ESCM
Echo Street Capital Management
New York
+$121M
2
Bank of America
Bank of America
North Carolina
+$105M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59.1M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$54.9M
5
Ameriprise
Ameriprise
Minnesota
+$51.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$99.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$83.2M
3
American Century Companies
American Century Companies
Missouri
-$58.8M
4
Victory Capital Management
Victory Capital Management
Texas
-$47.4M
5
WRF
Waddell & Reed Financial
Kansas
-$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
226
American International Group
New York
$2.24K +$6 +82 +0.3%
EW
227
Evoke Wealth
California
$2K – – –
LWM
228
Liberty Wealth Management
California
$2K – – –
FHA
229
First Horizon Advisors
Tennessee
$1K -$15.7K -345 -94%
SFS
230
Sowell Financial Services
Arkansas
$1K -$5.9K -118 -86%
BCA
231
Berman Capital Advisors
Georgia
$1K -$615 -16 -38%
S
232
SignatureFD
Georgia
$1K -$1.18K -13 -54%
EI
233
Ellevest Inc
New York
$1K – – –
TFO
234
Tarbox Family Office
California
$1K – – –
ADL
235
Asset Dedication LLC
California
$1K – – –
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$148 – – –
WRF
237
Waddell & Reed Financial
Kansas
– -$43.9M -533,089 Closed
PCM
238
Peregrine Capital Management
Minnesota
– -$41M -498,184 Closed
YCMGA
239
York Capital Management Global Advisors
New York
– -$20.1M -243,906 Closed
ACL
240
Azora Capital LP
Florida
– -$16.4M -199,538 Closed
Balyasny Asset Management
241
Balyasny Asset Management
Illinois
– -$10.4M -126,836 Closed
GF
242
Greenhouse Funds
Maryland
– -$9.89M -120,136 Closed
Marshall Wace
243
Marshall Wace
United Kingdom
– -$9.8M -119,062 Closed
SSA
244
Schonfeld Strategic Advisors
New York
– -$8.72M -105,996 Closed
TCM
245
Tenor Capital Management
New York
– -$4.4M -53,429 Closed
BCI
246
Brinker Capital Investments
Pennsylvania
– -$4.22M -51,332 Closed
MWNA
247
Marshall Wace North America
New York
– -$3.3M -40,104 Closed
DA
248
Duality Advisers
Florida
– -$2.6M -31,612 Closed
HCM
249
Hodges Capital Management
Texas
– -$2.49M -30,272 Closed
QC
250
Quadrature Capital
United Kingdom
– -$1.64M -19,946 Closed
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