ENV

ENVESTNET, INC.

Delisted

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

276 hedge funds and large institutions have $4.21B invested in ENVESTNET, INC. in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+20
Holders Change %
+7.81%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
50
Increased
96
Reduced
90
Closed
27
Calls
$12.5M
Puts
$5.52M
Net Calls
+$6.96M
Net Calls Change
+$5.34M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$125K
C
227
Covestor
United Kingdom
$104K +$48.1K +647 +86%
FF
228
FourThought Financial
Florida
$103K -$1.64K -22 -2%
BLC
229
Brown, Lisle/Cummings
Rhode Island
$91.2K -$24.2K -325 -21%
RDIA
230
RE Dickinson Investment Advisors
Iowa
$74K
SSG
231
Summit Securities Group
New York
$74K +$74K +1,000 New
ACM
232
Aquatic Capital Management
Illinois
$74K +$74K +1,000 New
HFM
233
Hartford Financial Management
Connecticut
$67K
Asset Management One
234
Asset Management One
Japan
$66K +$587 +8 +0.9%
Nisa Investment Advisors
235
Nisa Investment Advisors
Missouri
$57K
SPIA
236
Steward Partners Investment Advisory
New York
$49K -$7.47K -100 -13%
AS
237
Altshuler Shaham
Israel
$36K -$3.75K -51 -9%
HIA
238
Harbor Investment Advisory
Maryland
$36K
CFGS
239
Concourse Financial Group Securities
Alabama
$36K +$3.14K +42 +10%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$23K
GWM
241
Geneos Wealth Management
Colorado
$22K
FAG
242
Fortitude Advisory Group
Washington
$19K
MCC
243
Money Concepts Capital
Florida
$19K +$19K +256 New
PA
244
Parallel Advisors
California
$18K -$1.09K -15 -6%
KFP
245
KB Financial Partners
New Jersey
$13K
MAM
246
Meeder Asset Management
Ohio
$13K +$13K +180 New
DSC
247
Duncker Streett & Co
Missouri
$11K
GKIM
248
GW&K Investment Management
Massachusetts
$9K -$21.9K -309 -71%
EC
249
Elequin Capital
New York
$9K +$9K +115 New
QCG
250
Quadrant Capital Group
Ohio
$8K -$147 -2 -2%