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ENV

ENVESTNET, INC.
ENV

Delisted

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

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234 hedge funds and large institutions have $3.47B invested in ENVESTNET, INC. in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $3.08B → $3.47B (+$388M)

7% more funds holding

Funds holding: 219 → 234 (+15)

4% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 77

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

66% less call options, than puts

Call options by funds: $4.96M | Put options by funds: $14.5M

Holders
234
Holders Change
+15
Holders Change %
+6.85%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
44
Increased
74
Reduced
77
Closed
27
Calls
$4.96M
Puts
$14.5M
Net Calls
-$9.51M
Net Calls Change
+$5.2M

Top Buyers

Rank Fund Capital Flow
1
GF
Greenhouse Funds
Maryland
+$61.9M
2
Brown Advisory
Brown Advisory
Maryland
+$34.2M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$18.4M
4
BlackRock
BlackRock
New York
+$12.3M
5
N
Nuveen
North Carolina
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$187M
2
VBA
Van Berkom & Associates
Quebec, Canada
-$21.2M
3
ICM
Irenic Capital Management
New York
-$14.2M
4
Deutsche Bank
Deutsche Bank
Germany
-$12.5M
5
Millennium Management
Millennium Management
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FG
226
Fairman Group
Pennsylvania
$753 – – –
MG
227
Mather Group
Illinois
$743 +$783 +15 New
AWM
228
Avior Wealth Management
Nebraska
$579 +$522 +10 New
AF
229
Allworth Financial
California
$522 – – –
PFBT
230
Parkside Financial Bank & Trust
Missouri
$464 +$157 +3 +60%
FFA
231
Farther Finance Advisors
California
$401 +$365 +7 New
CMBA
232
C.M. Bidwell & Associates
Hawaii
$290 +$261 +5 New
RIL
233
Rothschild Investment LLC
Illinois
$290 +$261 +5 New
ECM
234
Everence Capital Management
Indiana
$285 +$257K +4,920 New
ICM
235
Irenic Capital Management
New York
– -$14.2M -287,155 Closed
WMSA
236
Weiss Multi-Strategy Advisers
New York
– -$4.24M -85,513 Closed
HF
237
HRT Financial
New York
– -$2.63M -53,211 Closed
QT
238
Quantbot Technologies
New York
– -$1.74M -35,192 Closed
American Century Companies
239
American Century Companies
Missouri
– -$1.7M -34,309 Closed
AQR Capital Management
240
AQR Capital Management
Connecticut
– -$1.62M -32,705 Closed
Fiera Capital (Canada)
241
Fiera Capital (Canada)
Quebec, Canada
– -$1.09M -22,007 Closed
Squarepoint
242
Squarepoint
New York
– -$855K -17,260 Closed
Capstone Investment Advisors
243
Capstone Investment Advisors
New York
– -$553K -11,176 Closed
Capital Fund Management (CFM)
244
Capital Fund Management (CFM)
France
– -$540K -10,898 Closed
Voloridge Investment Management
245
Voloridge Investment Management
Florida
– -$526K -10,619 Closed
ACM
246
Aquatic Capital Management
Illinois
– -$470K -9,500 Closed
Nomura Holdings
247
Nomura Holdings
Japan
– -$432K -8,717 Closed
PMAM
248
Picton Mahoney Asset Management
Ontario, Canada
– -$415K -8,397 Closed
Connor, Clark & Lunn Investment Management (CC&L)
249
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$350K -7,072 Closed
QC
250
Quadrature Capital
United Kingdom
– -$236K -4,766 Closed
7 8 9
10
11

ENV Hedge Fund Activity: Q1 2024 in Review

234 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2024, worth a combined $3.47B — up 13% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ENV positions and 27 closed out — a net gain of 17 holders — while 74 added to existing stakes and 77 trimmed.

The largest buyer was Greenhouse Funds, opening a new position worth an estimated $61.9M. The largest seller was Morgan Stanley, cutting an estimated $187M.

  • 234 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2024, up from 219 in Q4 2023.
  • Funds reported $3.47B of ENVESTNET, INC. stock for Q1 2024, up 13% quarter-over-quarter.
  • 44 funds opened new ENVESTNET, INC. positions in Q1 2024 and 27 closed out, a net change of +17 holders.
  • The largest ENVESTNET, INC. buyer in Q1 2024 was Greenhouse Funds, an estimated $61.9M added.
  • The largest ENVESTNET, INC. seller in Q1 2024 was Morgan Stanley, an estimated $187M sold.

Based on aggregated 13F filings for Q1 2024.