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ENV

ENVESTNET, INC.

Delisted

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

256 hedge funds and large institutions have $3.89B invested in ENVESTNET, INC. in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $7.17M | Put options by funds: $2.35M

73% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 67

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

41% more capital invested

Capital invested by funds: $2.75B → $3.89B (+$1.14B)

6% more funds holding

Funds holding: 242256 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
256
Holders Change
+14
Holders Change %
+5.79%
% of All Funds
5.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
116
Reduced
67
Closed
24
Calls
$7.17M
Puts
$2.35M
Net Calls
+$4.83M
Net Calls Change
+$359K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
251
Valeo Financial Advisors
Indiana
$1K
CAN
252
Cetera Advisor Networks
California
$1K +$719 +11 New
CCA
253
Column Capital Advisors
Indiana
$1K +$1.57K +24 New
TI
254
tru Independence
Oregon
$2
SCM
255
Spyglass Capital Management
California
-$21.5M -399,610 Closed
SVC
256
Strycker View Capital
New York
-$8.02M -149,069 Closed
JAM
257
Jupiter Asset Management
United Kingdom
-$7.07M -132,256 Closed
CAM
258
Covenant Asset Management
New Jersey
-$2.57M -47,704 Closed
SSA
259
Schonfeld Strategic Advisors
New York
-$2.29M -42,544 Closed
OCM
260
Osterweis Capital Management
California
-$1.66M -30,825 Closed
Man Group
261
Man Group
United Kingdom
-$1.43M -26,626 Closed
CIBC Private Wealth Group
262
CIBC Private Wealth Group
Georgia
-$1.17M -21,801 Closed
QIM
263
Quantitative Investment Management
Virginia
-$751K -13,978 Closed
DTL
264
Dynamic Technology Lab
Singapore
-$637K -11,853 Closed
FRM
265
Fox Run Management
Connecticut
-$232K -4,306 Closed
FPS
266
Fieldpoint Private Securities
Connecticut
-$218K -4,056 Closed
AT
267
Arden Trust
Delaware
-$141K -2,615 Closed
NICM
268
Neo Ivy Capital Management
New York
-$93K -1,726 Closed
MAM
269
Meeder Asset Management
Ohio
-$65K -1,207 Closed
QT
270
Quantbot Technologies
New York
-$44K -822 Closed
CL
271
CSS LLC
Illinois
-$27K -500 Closed
Simplex Trading
272
Simplex Trading
Illinois
-$29K -444 Closed
SF
273
Synovus Financial
Georgia
-$21K -366 Closed
AF
274
Allworth Financial
California
-$8K -141 Closed
CFG
275
Citizens Financial Group
Rhode Island
-$6K -106 Closed

ENV Hedge Fund Activity: Q2 2020 in Review

256 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2020, worth a combined $3.89B — up 41% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ENV positions and 24 closed out — a net gain of 15 holders — while 116 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $25.8M. The largest seller was Spyglass Capital Management, exiting entirely with an estimated $21.5M sold.

  • 256 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2020, up from 242 in Q1 2020.
  • Funds reported $3.89B of ENVESTNET, INC. stock for Q2 2020, up 41% quarter-over-quarter.
  • 39 funds opened new ENVESTNET, INC. positions in Q2 2020 and 24 closed out, a net change of +15 holders.
  • The largest ENVESTNET, INC. buyer in Q2 2020 was Wells Fargo, an estimated $25.8M added.
  • The largest ENVESTNET, INC. seller in Q2 2020 was Spyglass Capital Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2020.