ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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239 hedge funds and large institutions have $3.99B invested in ENVESTNET, INC. in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 99 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-47
Holders Change %
-16.43%
% of All Funds
4.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
91
Reduced
99
Closed
64
Calls
$5.28M
Puts
$2.83M
Net Calls
+$2.45M
Net Calls Change
+$2.24M

Top Buyers

1
ESCM
Echo Street Capital Management
New York
+$121M
2
Bank of America
Bank of America
North Carolina
+$105M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59.1M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$54.9M
5
Ameriprise
Ameriprise
Minnesota
+$51.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$99.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$83.2M
3
American Century Companies
American Century Companies
Missouri
-$58.8M
4
Victory Capital Management
Victory Capital Management
Texas
-$47.4M
5
WRF
Waddell & Reed Financial
Kansas
-$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
276
Qube Research & Technologies (QRT)
United Kingdom
– -$338K -4,106 Closed
GAM
277
Gotham Asset Management
New York
– -$331K -4,026 Closed
FRM
278
Fox Run Management
Connecticut
– -$330K -4,005 Closed
CC
279
Centiva Capital
New York
– -$243K -2,950 Closed
QSS
280
Quantitative Systematic Strategies
Florida
– -$239K -2,906 Closed
Neuberger Berman Group
281
Neuberger Berman Group
New York
– -$223K -2,701 Closed
SB
282
Simmons Bank
Arkansas
– -$219K -2,657 Closed
PAG
283
Private Advisor Group
New Jersey
– -$218K -2,655 Closed
RFC
284
Regions Financial Corp
Alabama
– -$218K -2,651 Closed
B
285
Bailard
California
– -$206K -2,500 Closed
KWM
286
Kingsview Wealth Management
Oregon
– -$205K -2,493 Closed
CIM
287
Contravisory Investment Management
Massachusetts
– -$158K -1,924 Closed
FPS
288
Fieldpoint Private Securities
Connecticut
– -$110K -1,336 Closed
IA
289
IFP Advisors
Florida
– -$102K -1,260 Closed
PWPS
290
Pinnacle Wealth Planning Services
Ohio
– -$37K -451 Closed
JIR
291
James Investment Research
Ohio
– -$33K -402 Closed
TPWA
292
TRUE Private Wealth Advisors
Oregon
– -$32K -400 Closed
ICP
293
Interchange Capital Partners
Pennsylvania
– -$20K -247 Closed
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$7K -89 Closed
JCM
295
Jacobi Capital Management
Pennsylvania
– -$3K -35 Closed
BC
296
Bartlett & Co
Ohio
– -$3K -32 Closed
BCWM
297
Bartlett & Co Wealth Management
Ohio
– -$2.63K -32 Closed
CCA
298
Childress Capital Advisors
Texas
– -$2K -27 Closed
PAM
299
Panagora Asset Management
Massachusetts
– -$1K -13 Closed
SSWG
300
Seven Springs Wealth Group
Tennessee
– -$1K -10 Closed
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