ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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259 hedge funds and large institutions have $3.24B invested in ENVESTNET, INC. in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
3.75%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
69
Increased
74
Reduced
77
Closed
62
Calls
$3.87M
Puts
$9.83M
Net Calls
-$5.96M
Net Calls Change
+$5.66M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$104M
2
NAM
Nexpoint Asset Management
Texas
+$48.2M
3
Millennium Management
Millennium Management
New York
+$47.2M
4
WCMNY
Westchester Capital Management (New York)
New York
+$45.7M
5
WP
Woodline Partners
California
+$37.6M

Top Sellers

1
SIMG
Stephens Investment Management Group
Texas
-$98.6M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$97.5M
3
GF
Greenhouse Funds
Maryland
-$89.1M
4
ClearBridge Investments
ClearBridge Investments
New York
-$74.8M
5
RC
RGM Capital
Florida
-$68.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
226
Blue Trust Inc
Georgia
$10.8K +$8.07K +129 +300%
QL
227
Quarry LP
New York
$9.27K +$7.89K +126 +573%
VCM
228
Versant Capital Management
Arizona
$8.96K +$5.57K +89 +165%
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$8.45K – – –
C
230
Covestor
United Kingdom
$8K – – –
RCM
231
Raleigh Capital Management
North Carolina
$7.7K – – –
UB
232
UMB Bank
Missouri
$7.7K +$4.01K +64 +108%
SAM
233
Smartleaf Asset Management
Massachusetts
$7.51K -$4.76K -76 -39%
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$7.2K +$689 +11 +11%
PA
235
Parallel Advisors
California
$7.01K -$564 -9 -7%
AAP
236
Arax Advisory Partners
Colorado
$6.83K – – –
EC
237
Elequin Capital
New York
$6.64K +$6.64K +106 New
Franklin Resources
238
Franklin Resources
California
$6.03K -$19.2M -306,397 -100%
BIA
239
Bell Investment Advisors
California
$4.45K – – –
PWMG
240
Private Wealth Management Group
New Jersey
$4.01K – – –
SCM
241
Sterling Capital Management
North Carolina
$3.26K +$3.26K +52 New
GWP
242
Gen-Wealth Partners
Michigan
$3.14K – – –
GI
243
GAMMA Investing
California
$2.82K +$877 +14 +45%
CPA
244
Capital Performance Advisors
California
$2.76K +$2.76K +44 New
WWP
245
WR Wealth Planners
Missouri
$2.69K +$188 +3 +8%
RIL
246
Rothschild Investment LLC
Illinois
$2.51K +$1.25K +20 +100%
BCMLT
247
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.19K – – –
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$2.13K – – –
GWSG
249
GPS Wealth Strategies Group
Colorado
$1.69K – – –
WSFS
250
Wilmington Savings Fund Society
Delaware
$1.32K +$1.32K +21 New
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