ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
228 hedge funds and large institutions have $3.47B invested in ENVESTNET, INC. in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 102 reducing their positions, and 29 closing their positions.
1% more capital invested
Capital invested by funds: $3.44B → $3.47B (+$26.8M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
4% less funds holding
Funds holding: 237 → 228 (-9)
31% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 29
36% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 102
98% less call options, than puts
Call options by funds: $457K | Put options by funds: $28.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$69.9M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
+$15.5M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$14.5M |
| 4 |
P2P
Phase 2 Partners
San Francisco,
California
|
+$14.2M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New York State Common Retirement Fund
Albany,
New York
|
-$20.6M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$17.5M |
| 3 |
RC
RGM Capital
Naples,
Florida
|
-$16.4M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
-$15.3M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$14.5M |
ENV Hedge Fund Activity: Q2 2023 in Review
228 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2023, worth a combined $3.47B — up 0.78% from $3.44B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of ENV and 20 opened new positions — a net loss of 9 holders — while 102 trimmed existing stakes and 65 added.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $69.9M. The largest seller was New York State Common Retirement Fund, cutting an estimated $20.6M.
- 228 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2023, down from 237 in Q1 2023.
- Funds reported $3.47B of ENVESTNET, INC. stock for Q2 2023, up 0.78% quarter-over-quarter.
- 20 funds opened new ENVESTNET, INC. positions in Q2 2023 and 29 closed out, a net change of -9 holders.
- The largest ENVESTNET, INC. buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $69.9M added.
- The largest ENVESTNET, INC. seller in Q2 2023 was New York State Common Retirement Fund, an estimated $20.6M sold.
Based on aggregated 13F filings for Q2 2023.