We are live on ! Find out more
ENV

ENVESTNET, INC.

Delisted

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

276 hedge funds and large institutions have $4.21B invested in ENVESTNET, INC. in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $5.52M

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

8% more funds holding

Funds holding: 256276 (+20)

7% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 90

5% less capital invested

Capital invested by funds: $4.46B → $4.21B (-$245M)

Holders
276
Holders Change
+20
Holders Change %
+7.81%
% of All Funds
4.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
50
Increased
96
Reduced
90
Closed
27
Calls
$12.5M
Puts
$5.52M
Net Calls
+$6.96M
Net Calls Change
+$5.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$8K +$2.34K +32 +38%
CWP
252
Concord Wealth Partners
Virginia
$8K +$3.73K +51 +81%
WTA
253
Washington Trust Advisors
Massachusetts
$6K
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$6K +$4.39K +60 +375%
TWA
255
TCI Wealth Advisors
Arizona
$5K -$3.81K -52 -42%
AAP
256
Arax Advisory Partners
Colorado
$4K +$4.03K +55 New
Lazard Asset Management
257
Lazard Asset Management
New York
$3K -$124K -1,688 -97%
BAM
258
Bellevue Asset Management
Washington
$2K -$586 -8 -22%
EW
259
Evoke Wealth
California
$2K
GWSG
260
GPS Wealth Strategies Group
Colorado
$2K +$1.98K +27 New
IA
261
IFP Advisors
Florida
$2K +$3.88K +53 New
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$1K -$15K -205 -94%
EI
263
Ellevest Inc
New York
$1K -$3.73K -51 -74%
ADL
264
Asset Dedication LLC
California
$1K
S
265
SignatureFD
Georgia
$1K
SC
266
Schubert & Co
Texas
$1K +$146 +2 +40%
JWA
267
JFS Wealth Advisors
Pennsylvania
$1K +$805 +11 +138%
CI
268
Cordant Inc
Oregon
$1K +$879 +12 New
CA
269
Clearstead Advisors
Ohio
$1K +$1.32K +18 New
GWS
270
Glassman Wealth Services
Virginia
$1K +$1.32K +18 New
Macquarie Group
271
Macquarie Group
Australia
$98
Swedbank
272
Swedbank
Sweden
-$14.2M -177,500 Closed
Nomura Holdings
273
Nomura Holdings
Japan
-$2.66M -33,500 Closed
DTL
274
Dynamic Technology Lab
Singapore
-$1.78M -22,480 Closed
AC
275
Allstate Corporation
Illinois
-$1.1M -13,898 Closed

ENV Hedge Fund Activity: Q1 2022 in Review

276 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2022, worth a combined $4.21B — down 5.5% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ENV positions and 27 closed out — a net gain of 23 holders — while 96 added to existing stakes and 90 trimmed.

The largest buyer was Impactive Capital, adding an estimated $61.9M. The largest seller was Barclays, cutting an estimated $133M.

  • 276 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2022, up from 256 in Q4 2021.
  • Funds reported $4.21B of ENVESTNET, INC. stock for Q1 2022, down 5.5% quarter-over-quarter.
  • 50 funds opened new ENVESTNET, INC. positions in Q1 2022 and 27 closed out, a net change of +23 holders.
  • The largest ENVESTNET, INC. buyer in Q1 2022 was Impactive Capital, an estimated $61.9M added.
  • The largest ENVESTNET, INC. seller in Q1 2022 was Barclays, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2022.