ENV

ENVESTNET, INC.

Delisted

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

203 hedge funds and large institutions have $2.4B invested in ENVESTNET, INC. in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 65 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
4.66%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
31
Increased
80
Reduced
65
Closed
25
Calls
$22.7M
Puts
$3.5M
Net Calls
+$19.2M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$25.7M -$8.53M -148,879 -25%
AI
27
Advent International
Massachusetts
$25.6M +$1.54M +26,930 +6%
TCM
28
TimesSquare Capital Management
New York
$24.7M -$24.9M -433,925 -50%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$21.7M +$1.01M +17,709 +5%
CRM
30
Cramer Rosenthal McGlynn
Connecticut
$21.2M +$273K +4,765 +1%
WCA
31
Whetstone Capital Advisors
Kansas
$19.6M
TCGI
32
Three Corner Global Investors
New York
$19.4M +$4.08M +71,200 +27%
Brown Advisory
33
Brown Advisory
Maryland
$19.2M -$14.5M -253,559 -43%
ACM
34
Ashford Capital Management
Delaware
$17.9M -$420K -7,331 -2%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$17.7M +$10.4M +181,297 +142%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$16.8M +$107K +1,876 +0.6%
Deutsche Bank
37
Deutsche Bank
Germany
$16.6M -$2.24M -39,061 -12%
Prudential Financial
38
Prudential Financial
New Jersey
$16.2M +$3.86M +67,370 +31%
ORI
39
Oak Ridge Investments
Illinois
$16M -$5.26M -91,879 -25%
Bank of America
40
Bank of America
North Carolina
$15.1M +$3.41M +59,491 +29%
Charles Schwab
41
Charles Schwab
California
$14.8M +$1.58M +27,621 +12%
SCA
42
Summit Creek Advisors
Minnesota
$14.7M +$1.15K +20 +0%
PCM
43
Peregrine Capital Management
Minnesota
$14.4M -$51.6K -900 -0.4%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$13.7M -$6.93M -120,855 -34%
Goldman Sachs
45
Goldman Sachs
New York
$12.7M +$35.1K +613 +0.3%
AAMU
46
Amundi Asset Management US
Massachusetts
$12.7M +$5.94M +103,600 +88%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$11.3M +$9.85M +171,823 +671%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$11M -$1.19M -20,817 -10%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$10.6M -$3.28M -57,311 -24%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$9.4M +$8.83M +154,081 +1,553%