ENV

ENVESTNET, INC.

Delisted

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

137 hedge funds and large institutions have $1.93B invested in ENVESTNET, INC. in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
3.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
15
Increased
50
Reduced
51
Closed
21
Calls
$404K
Puts
$1.92M
Net Calls
-$1.52M
Net Calls Change
-$664K
Name Holding Trade Value Shares
Change
Shares
Change %
O
26
OppenheimerFunds
New York
$22.1M -$5.27M -94,000 -19%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$21.5M -$1.46M -26,016 -6%
Stifel Financial
28
Stifel Financial
Missouri
$17.9M -$216K -3,849 -1%
RA
29
Royce & Associates
New York
$17.6M -$4.92M -87,670 -22%
RFC
30
Russell Frank Company
Washington
$14.5M +$636K +11,334 +5%
Luther King Capital Management (LKCM)
31
Luther King Capital Management (LKCM)
Texas
$13.5M +$13.5M +240,300 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$13.4M +$259K +4,618 +2%
RIM
33
Rainier Investment Management
Washington
$12.2M -$30.8K -550 -0.3%
Norges Bank
34
Norges Bank
Norway
$11.2M
Federated Hermes
35
Federated Hermes
Pennsylvania
$11.2M -$801K -14,287 -7%
CM
36
Castleark Management
Illinois
$11.1M +$213K +3,800 +2%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$11.1M +$11.1M +197,250 New
Geode Capital Management
38
Geode Capital Management
Massachusetts
$10.8M +$425K +7,574 +4%
BAMCO Inc
39
BAMCO Inc
New York
$10.3M +$183K +3,262 +2%
TG
40
TCW Group
California
$10.1M -$3.64M -64,834 -27%
TCIM
41
TIAA CREF Investment Management
New York
$10M -$2.83M -50,449 -22%
UBS Group
42
UBS Group
Switzerland
$9.36M +$9.01M +160,596 +2,560%
SCA
43
Summit Creek Advisors
Minnesota
$9.17M -$124K -2,205 -1%
American Century Companies
44
American Century Companies
Missouri
$8.21M +$292K +5,200 +4%
LSC
45
Lyon Street Capital
California
$7.97M -$15.6K -279 -0.2%
Ameriprise
46
Ameriprise
Minnesota
$7.32M +$612K +10,920 +9%
NFA
47
Nationwide Fund Advisors
Ohio
$6.87M -$500K -8,909 -7%
WC
48
Weatherbie Capital
Massachusetts
$5.97M -$26.6M -473,931 -82%
Charles Schwab
49
Charles Schwab
California
$5.57M +$263K +4,685 +5%
BIM
50
BlackRock Investment Management
Delaware
$5.27M +$75.2K +1,340 +1%