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 %
S
251
SignatureFD
Georgia
$939 – – –
FG
252
Fairman Group
Pennsylvania
$814 – – –
Allspring Global Investments
253
Allspring Global Investments
North Carolina
$751 +$751 +12 New
AF
254
Allworth Financial
California
$564 – – –
CFO
255
CVA Family Office
Colorado
$564 – – –
PFBT
256
Parkside Financial Bank & Trust
Missouri
$501 – – –
FFO
257
Fortitude Family Office
Arizona
$438 +$438 +7 New
MFG
258
Mendota Financial Group
Wisconsin
$251 +$251 +4 New
AWM
259
Abound Wealth Management
Tennessee
$188 +$188 +3 New
SIMG
260
Stephens Investment Management Group
Texas
– -$98.6M -1,575,284 Closed
T. Rowe Price Investment Management
261
T. Rowe Price Investment Management
Maryland
– -$97.5M -1,558,206 Closed
GF
262
Greenhouse Funds
Maryland
– -$89.1M -1,423,675 Closed
ClearBridge Investments
263
ClearBridge Investments
New York
– -$74.8M -1,194,878 Closed
RC
264
RGM Capital
Florida
– -$68.8M -1,099,168 Closed
Schroder Investment Management Group
265
Schroder Investment Management Group
United Kingdom
– -$52.8M -843,665 Closed
Fisher Asset Management
266
Fisher Asset Management
Washington
– -$49.4M -788,884 Closed
EC
267
Engaged Capital
California
– -$43.3M -692,483 Closed
Norges Bank
268
Norges Bank
Norway
– -$37.4M -596,845 Closed
Westfield Capital Management
269
Westfield Capital Management
Massachusetts
– -$35.3M -564,517 Closed
GACM
270
Global Alpha Capital Management
Quebec, Canada
– -$31M -494,715 Closed
Macquarie Group
271
Macquarie Group
Australia
– -$20M -319,808 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
272
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$9.7M -155,000 Closed
FCM
273
Frontier Capital Management
Massachusetts
– -$6.26M -100,024 Closed
HIM
274
Hanlon Investment Management
New Jersey
– -$4.63M -74,000 Closed
CI
275
Cambiar Investors
Colorado
– -$2.95M -47,157 Closed
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