ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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253 hedge funds and large institutions have $3.66B invested in ENVESTNET, INC. in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 86 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+20
Holders Change %
+8.58%
% of All Funds
3.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
86
Reduced
81
Closed
24
Calls
$3.99M
Puts
$15.6M
Net Calls
-$11.6M
Net Calls Change
-$2.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$37.5M
2
EC
Engaged Capital
California
+$35.9M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$35.3M
4
Macquarie Group
Macquarie Group
Australia
+$20M
5
GF
Greenhouse Funds
Maryland
+$14.8M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
-$84.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$30.4M
4
VBA
Van Berkom & Associates
Quebec, Canada
-$20.8M
5
RC
RGM Capital
Florida
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFM
226
Catalyst Funds Management
Australia
$6.26K – – –
TWC
227
TD Waterhouse Canada
Ontario, Canada
$5.62K +$5.62K +92 New
Group One Trading
228
Group One Trading
Illinois
$5.2K +$5.2K +83 New
WTA
229
Washington Trust Advisors
Massachusetts
$4.63K – – –
BIA
230
Bell Investment Advisors
California
$4.44K – – –
CT
231
Colonial Trust
South Carolina
$4.18K – – –
PWMG
232
Private Wealth Management Group
New Jersey
$4.01K – – –
UB
233
UMB Bank
Missouri
$3.69K +$2.44K +39 +195%
VCM
234
Versant Capital Management
Arizona
$3.38K – – –
GWP
235
Gen-Wealth Partners
Michigan
$3.13K – – –
WWP
236
WR Wealth Planners
Missouri
$2.5K -$376 -6 -13%
BTI
237
Blue Trust Inc
Georgia
$2.49K +$2.49K +43 New
BCMLT
238
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.19K – – –
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$2.13K – – –
GI
240
GAMMA Investing
California
$1.94K – – –
BAM
241
Bellevue Asset Management
Washington
$1.75K – – –
GWSG
242
GPS Wealth Strategies Group
Colorado
$1.69K – – –
HCP
243
Hexagon Capital Partners
Arkansas
$1.5K – – –
QL
244
Quarry LP
New York
$1.38K +$1.38K +22 New
RIL
245
Rothschild Investment LLC
Illinois
$1.25K +$939 +15 +300%
S
246
SignatureFD
Georgia
$939 +$939 +15 New
FG
247
Fairman Group
Pennsylvania
$814 – – –
CFO
248
CVA Family Office
Colorado
$563 +$563 +9 New
AF
249
Allworth Financial
California
$555 – – –
PFBT
250
Parkside Financial Bank & Trust
Missouri
$501 – – –
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