ENV

ENVESTNET, INC.

Delisted

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

237 hedge funds and large institutions have $3.44B invested in ENVESTNET, INC. in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 90 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-3
Holders Change %
-1.25%
% of All Funds
3.79%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
24
Increased
90
Reduced
79
Closed
25
Calls
$3.12M
Puts
$25.6M
Net Calls
-$22.5M
Net Calls Change
-$6.91M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
226
JFS Wealth Advisors
Pennsylvania
$1.17K -$176 -3 -13%
ADL
227
Asset Dedication LLC
California
$1K
SFG
228
Steward Financial Group
Texas
$1K +$583 +14 +140%
GWS
229
Glassman Wealth Services
Virginia
$997
SC
230
Schubert & Co
Texas
$822 +$59 +1 +8%
BIA
231
Bell Investment Advisors
California
$646
AF
232
Advisornet Financial
Minnesota
$587 +$117 +2 +25%
GRP
233
Global Retirement Partners
California
$428
DI
234
Disciplined Investments
Oklahoma
$352 -$59 -1 -14%
SIC
235
SJS Investment Consulting
Ohio
$235 -$59 -1 -20%
ASN
236
Advisory Services Network
Georgia
$176 +$176 +3 New
QC
237
Quent Capital
New York
$117
CIP
238
Champlain Investment Partners
Vermont
-$30.6M -496,560 Closed
P2P
239
Phase 2 Partners
California
-$10.4M -168,887 Closed
OCM
240
Opti Capital Management
New York
-$10.1M -164,425 Closed
HCM
241
Highbridge Capital Management
New York
-$7.7M -124,800 Closed
Axa
242
Axa
France
-$6.43M -104,225 Closed
PFMOSF
243
Philadelphia Financial Management of San Francisco
California
-$5.39M -87,323 Closed
ESCM
244
Echo Street Capital Management
New York
-$4.6M -74,539 Closed
CFM
245
Capricorn Fund Managers
United Kingdom
-$3.62M -58,591 Closed
E
246
Ergoteles
New York
-$1.06M -17,237 Closed
AC
247
Aristeia Capital
Connecticut
-$924K -14,976 Closed
Pacer Advisors
248
Pacer Advisors
Pennsylvania
-$654K -10,602 Closed
SC
249
Sculptor Capital
New York
-$616K -9,984 Closed
Nomura Holdings
250
Nomura Holdings
Japan
-$521K -8,443 Closed