ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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225 hedge funds and large institutions have $2.51B invested in ENVESTNET, INC. in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-3
Holders Change %
-1.32%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
28
Increased
73
Reduced
91
Closed
30
Calls
$6.94M
Puts
$16.4M
Net Calls
-$9.45M
Net Calls Change
+$18.9M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$22.4M
2
VBA
Van Berkom & Associates
Quebec, Canada
+$19.3M
3
NSGL
No Street GP LP
California
+$13.9M
4
P2P
Phase 2 Partners
California
+$13M
5
Millennium Management
Millennium Management
New York
+$12.4M

Top Sellers

1
AI
Advent International
Massachusetts
-$112M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$19.8M
3
SBH
Segall Bryant & Hamill
Illinois
-$12.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
226
Loomis, Sayles & Company
Massachusetts
– -$19.8M -333,669 Closed
SBH
227
Segall Bryant & Hamill
Illinois
– -$12.8M -216,132 Closed
PCP
228
P2 Capital Partners
New York
– -$10.4M -175,000 Closed
SAM
229
Silvercrest Asset Management
New York
– -$6.2M -104,463 Closed
HSC
230
Harbor Spring Capital
New York
– -$5.94M -100,000 Closed
SFI
231
Susquehanna Fundamental Investments
Pennsylvania
– -$2.15M -36,161 Closed
N
232
Natixis
France
– -$647K -10,904 Closed
CM
233
Caption Management
Oklahoma
– -$534K -9,000 Closed
PIP
234
PB Investment Partners
California
– -$466K -7,855 Closed
COI
235
Connable Office Inc
Michigan
– -$418K -7,044 Closed
CC
236
Centiva Capital
New York
– -$341K -5,739 Closed
QT
237
Quantamental Technologies
New York
– -$308K -5,187 Closed
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
– -$271K -4,565 Closed
ECM
239
ExodusPoint Capital Management
New York
– -$271K -4,564 Closed
VPIM
240
Vanguard Personalized Indexing Management
California
– -$252K -4,243 Closed
CGH
241
Crossmark Global Holdings
Texas
– -$246K -4,006 Closed
RCM
242
Radnor Capital Management
Pennsylvania
– -$237K -4,000 Closed
HighTower Advisors
243
HighTower Advisors
Illinois
– -$233K -3,948 Closed
VRS
244
Virginia Retirement Systems
Virginia
– -$231K -3,900 Closed
Truist Financial
245
Truist Financial
North Carolina
– -$221K -3,720 Closed
PI
246
PineBridge Investments
New York
– -$56.3K -948 Closed
S
247
SignatureFD
Georgia
– -$14.8K -250 Closed
JWA
248
JFS Wealth Advisors
Pennsylvania
– -$1.25K -21 Closed
AF
249
Advisornet Financial
Minnesota
– -$475 -8 Closed
GRP
250
Global Retirement Partners
California
– -$415 -7 Closed
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