ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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240 hedge funds and large institutions have $3.55B invested in ENVESTNET, INC. in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
36
Increased
83
Reduced
83
Closed
30
Calls
$8.55M
Puts
$24.2M
Net Calls
-$15.6M
Net Calls Change
-$18.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$130M
2
EARNEST Partners
EARNEST Partners
Georgia
+$102M
3
RC
RGM Capital
Florida
+$56.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$22.8M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$20.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$97.8M
2
ESCM
Echo Street Capital Management
New York
-$88.2M
3
CIP
Champlain Investment Partners
Vermont
-$24.2M
4
ICM
Indaba Capital Management
California
-$19.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
226
Parallax Volatility Advisers
California
$1.36K – – –
GWS
227
Glassman Wealth Services
Virginia
$1.05K +$1.05K +17 New
ADL
228
Asset Dedication LLC
California
$1K – – –
SWM
229
Spire Wealth Management
Virginia
$1K +$1K +14 New
SC
230
Schubert & Co
Texas
$802 -$123 -2 -13%
BIA
231
Bell Investment Advisors
California
$679 -$1.73K -28 -72%
SWA
232
Sutton Wealth Advisors
Florida
$617 -$432 -7 -41%
AF
233
Advisornet Financial
Minnesota
$494 +$494 +8 New
GRP
234
Global Retirement Partners
California
$432 – – –
DI
235
Disciplined Investments
Oklahoma
$432 – – –
SIC
236
SJS Investment Consulting
Ohio
$308 +$123 +2 +67%
TWA
237
TCI Wealth Advisors
Arizona
$123 -$10.6K -172 -99%
QC
238
Quent Capital
New York
$123 – – –
ICM
239
Indaba Capital Management
California
– -$19.4M -437,397 Closed
NRCM
240
North Reef Capital Management
California
– -$6.66M -149,940 Closed
Verition Fund Management
241
Verition Fund Management
Connecticut
– -$1.73M -38,887 Closed
OQS
242
Occudo Quantitative Strategies
Florida
– -$1.63M -36,763 Closed
Qube Research & Technologies (QRT)
243
Qube Research & Technologies (QRT)
United Kingdom
– -$1.4M -31,450 Closed
SSA
244
Schonfeld Strategic Advisors
New York
– -$1.24M -27,814 Closed
Connor, Clark & Lunn Investment Management (CC&L)
245
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.08M -24,229 Closed
DA
246
Duality Advisers
Florida
– -$878K -19,785 Closed
YIH
247
Y-Intercept (HK)
Hong Kong
– -$775K -17,465 Closed
AQR Capital Management
248
AQR Capital Management
Connecticut
– -$653K -14,714 Closed
Canada Pension Plan Investment Board
249
Canada Pension Plan Investment Board
Ontario, Canada
– -$595K -13,400 Closed
EGM
250
Engineers Gate Manager
New York
– -$569K -12,820 Closed
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