ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
224 hedge funds and large institutions have $2.82B invested in ENVESTNET, INC. in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 36 closing their positions.
182% more call options, than puts
Call options by funds: $8.81M | Put options by funds: $3.13M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
48% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 63
4% less funds holding
Funds holding: 233 → 224 (-9)
13% less capital invested
Capital invested by funds: $3.23B → $2.82B (-$413M)
22% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$154M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
+$58.1M |
| 3 |
JP Morgan Chase
New York
|
+$30.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$28.9M |
| 5 |
YCMGA
York Capital Management Global Advisors
New York
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$88.7M |
| 2 |
Select Equity Group
New York
|
-$23.8M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
-$17.7M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$16.2M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$10.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPFS
251
First Personal Financial Services
Charlotte,
North Carolina
| – | -$6K | -82 | Closed |
|
252
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$5K | -77 | Closed |
|
|
RCAG
253
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$4.85K | -71 | Closed |
|
|
CFA
254
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$4K | -58 | Closed |
|
|
BBHC
255
Brown Brothers Harriman & Co
New York
| – | -$3K | -43 | Closed |
|
|
RCG
256
Ruggie Capital Group
Tavares,
Florida
| – | -$2K | -35 | Closed |
|
|
BL
257
Balentine LLC
Atlanta,
Georgia
| – | -$1K | -18 | Closed |
|
|
FGAM
258
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1K | -14 | Closed |
|
ENV Hedge Fund Activity: Q3 2019 in Review
224 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q3 2019, worth a combined $2.82B — down 13% from $3.23B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of ENV and 28 opened new positions — a net loss of 8 holders — while 63 trimmed existing stakes and 93 added.
The largest buyer was BlackRock, adding an estimated $154M. The largest seller was Wasatch Advisors, cutting an estimated $88.7M.
- 224 institutional investors held ENVESTNET, INC. (ENV) as of Q3 2019, down from 233 in Q2 2019.
- Funds reported $2.82B of ENVESTNET, INC. stock for Q3 2019, down 13% quarter-over-quarter.
- 28 funds opened new ENVESTNET, INC. positions in Q3 2019 and 36 closed out, a net change of -8 holders.
- The largest ENVESTNET, INC. buyer in Q3 2019 was BlackRock, an estimated $154M added.
- The largest ENVESTNET, INC. seller in Q3 2019 was Wasatch Advisors, an estimated $88.7M sold.
Based on aggregated 13F filings for Q3 2019.