ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
236 hedge funds and large institutions have $3.54B invested in ENVESTNET, INC. in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 24 closing their positions.
79% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 24
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
26% more capital invested
Capital invested by funds: $2.82B → $3.54B (+$720M)
5% more funds holding
Funds holding: 224 → 236 (+12)
4% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 77
10% less call options, than puts
Call options by funds: $3.82M | Put options by funds: $4.23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$19.6M |
| 2 |
BlackRock
New York
|
+$15.8M |
| 3 |
JP Morgan Chase
New York
|
+$13.2M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$12.3M |
| 5 |
SVC
Strycker View Capital
New York
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$49.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$19M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$13.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$10.5M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$10.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FRM
251
Fox Run Management
Greenwich,
Connecticut
| – | -$215K | -3,800 | Closed |
|
252
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$156K | -2,725 | Closed |
|
|
AWM
253
Avior Wealth Management
Omaha,
Nebraska
| – | -$137K | -2,420 | Closed |
|
|
TRCT
254
Tower Research Capital (TRC)
New York
| – | -$102K | -1,812 | Closed |
|
|
FA
255
Financial Advantage
Columbia,
Maryland
| – | -$20K | -367 | Closed |
|
|
EW
256
Evoke Wealth
Los Angeles,
California
| – | -$10.2K | -180 | Closed |
|
257
Bessemer Group
Woodbridge,
New Jersey
| – | -$4K | -72 | Closed |
|
|
OPS
258
Orion Portfolio Solutions
Omaha,
Nebraska
| – | +$325 | +5 | New |
|
ENV Hedge Fund Activity: Q4 2019 in Review
236 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q4 2019, worth a combined $3.54B — up 26% from $2.82B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new ENV positions and 24 closed out — a net gain of 19 holders — while 80 added to existing stakes and 77 trimmed.
The largest buyer was Federated Hermes, adding an estimated $19.6M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $49.6M sold.
- 236 institutional investors held ENVESTNET, INC. (ENV) as of Q4 2019, up from 224 in Q3 2019.
- Funds reported $3.54B of ENVESTNET, INC. stock for Q4 2019, up 26% quarter-over-quarter.
- 43 funds opened new ENVESTNET, INC. positions in Q4 2019 and 24 closed out, a net change of +19 holders.
- The largest ENVESTNET, INC. buyer in Q4 2019 was Federated Hermes, an estimated $19.6M added.
- The largest ENVESTNET, INC. seller in Q4 2019 was Wasatch Advisors, an estimated $49.6M sold.
Based on aggregated 13F filings for Q4 2019.