ENV

ENVESTNET, INC.

Delisted

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

256 hedge funds and large institutions have $4.46B invested in ENVESTNET, INC. in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 89 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+25
Holders Change %
+10.82%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
89
Reduced
88
Closed
16
Calls
$4.55M
Puts
$2.93M
Net Calls
+$1.62M
Net Calls Change
-$8.58M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$23K
PA
227
Parallel Advisors
California
$21K
FAG
228
Fortitude Advisory Group
Washington
$20K +$20K +250 New
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$17K +$10.9K +139 +178%
SFM
230
Signet Financial Management
New Jersey
$17K +$17K +212 New
IPW
231
IronBridge Private Wealth
Texas
$15K
KPCM
232
Kings Point Capital Management
New York
$14K
HI
233
Hudock Inc
Pennsylvania
$13K
KFP
234
KB Financial Partners
New Jersey
$13K +$13K +168 New
DSC
235
Duncker Streett & Co
Missouri
$12K +$5.64K +70 +89%
CWS
236
Confluence Wealth Services
Pennsylvania
$12K +$12K +156 New
NFG
237
Next Financial Group
Texas
$11K +$11K +137 New
TWA
238
TCI Wealth Advisors
Arizona
$10K +$4.16K +52 +71%
QCG
239
Quadrant Capital Group
Ohio
$9K
CFFP
240
Center for Financial Planning
Michigan
$9K
Manulife (Manufacturers Life Insurance)
241
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K -$102 -1,289 -1%
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$6K +$3.81K +54 +174%
WTA
243
Washington Trust Advisors
Massachusetts
$6K +$6K +74 New
EI
244
Ellevest Inc
New York
$5K +$870 +12 +21%
CWP
245
Concord Wealth Partners
Virginia
$5K +$5K +63 New
BIA
246
Bell Investment Advisors
California
$4K
BAM
247
Bellevue Asset Management
Washington
$3K -$167 -2 -5%
EW
248
Evoke Wealth
California
$3K
SWM
249
Spire Wealth Management
Virginia
$2K +$2K +19 New
JWA
250
JFS Wealth Advisors
Pennsylvania
$1K -$174K -1,395 -99%