ENV

ENVESTNET, INC.

Delisted

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

152 hedge funds and large institutions have $1.54B invested in ENVESTNET, INC. in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+12
Holders Change %
+8.57%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
29
Increased
45
Reduced
53
Closed
16
Calls
$1.85M
Puts
$250K
Net Calls
+$1.6M
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$13.6M -$1.52M -43,134 -10%
OMC
27
Oasis Management Company
Cayman Islands
$13.3M +$13.3M +378,035 New
PCM
28
Peregrine Capital Management
Minnesota
$13.3M
WCA
29
Whetstone Capital Advisors
Kansas
$12M -$38.4K -1,090 -0.3%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$10.7M +$972K +27,576 +10%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$10.3M -$32.8K -930 -0.3%
CRM
32
Cramer Rosenthal McGlynn
Connecticut
$10.2M +$667K +18,915 +7%
GIP
33
Granite Investment Partners
California
$9.92M -$284K -8,048 -3%
ACH
34
ArrowMark Colorado Holdings
Colorado
$8.95M +$1.82M +51,689 +26%
SCA
35
Summit Creek Advisors
Minnesota
$8.82M -$3.61M -102,506 -29%
ACM
36
Ashford Capital Management
Delaware
$8.24M +$771K +21,881 +10%
NFA
37
Nationwide Fund Advisors
Ohio
$8.16M +$315K +8,941 +4%
Luther King Capital Management (LKCM)
38
Luther King Capital Management (LKCM)
Texas
$7.94M -$104K -2,954 -1%
William Blair Investment Management
39
William Blair Investment Management
Illinois
$6.52M -$115K -3,255 -2%
Norges Bank
40
Norges Bank
Norway
$5.83M
Charles Schwab
41
Charles Schwab
California
$5.82M +$310K +8,798 +6%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$5.5M +$5.5M +155,038 New
BIM
43
BlackRock Investment Management
Delaware
$5.47M -$9.8K -278 -0.2%
Morgan Stanley
44
Morgan Stanley
New York
$5.46M +$3.93M +111,463 +257%
Goldman Sachs
45
Goldman Sachs
New York
$5.13M -$1.52M -43,008 -23%
TAM
46
Tiverton Asset Management
Delaware
$4.63M
Millennium Management
47
Millennium Management
New York
$4.47M +$4.47M +126,755 New
Ameriprise
48
Ameriprise
Minnesota
$4.39M -$32.5K -921 -0.7%
Federated Hermes
49
Federated Hermes
Pennsylvania
$4.23M
TCIM
50
TIAA CREF Investment Management
New York
$4.22M -$246K -6,970 -5%