ENV

ENVESTNET, INC.

Delisted

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

209 hedge funds and large institutions have $2.21B invested in ENVESTNET, INC. in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-6
Holders Change %
-2.79%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
62
Reduced
81
Closed
33
Calls
$3.2M
Puts
$2.02M
Net Calls
+$1.18M
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
26
Franklin Resources
California
$25.5M -$2.26M -45,987 -8%
ACM
27
Atlanta Capital Management
Georgia
$24.6M -$301K -6,113 -1%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$23.5M +$1.78M +36,189 +8%
ESCM
29
Echo Street Capital Management
New York
$22.4M +$8.02M +162,944 +56%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$21.4M +$3.51M +71,411 +20%
Westfield Capital Management
31
Westfield Capital Management
Massachusetts
$20.5M -$8.67M -176,170 -30%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$17.5M +$1.84M +37,500 +12%
PCM
33
Peregrine Capital Management
Minnesota
$16.1M +$2.08M +42,267 +15%
ACH
34
ArrowMark Colorado Holdings
Colorado
$15.5M -$3.58M -72,818 -19%
ACM
35
Ashford Capital Management
Delaware
$14.5M -$996K -20,246 -6%
Bank of America
36
Bank of America
North Carolina
$14.4M -$1.2M -24,397 -8%
ORI
37
Oak Ridge Investments
Illinois
$13.9M -$1.24M -25,109 -8%
Prudential Financial
38
Prudential Financial
New Jersey
$12.8M +$387K +7,876 +3%
SCA
39
Summit Creek Advisors
Minnesota
$12.4M -$443K -9,010 -3%
Axa
40
Axa
France
$12.3M +$10.4M +211,290 +534%
O
41
OppenheimerFunds
New York
$12.3M +$286K +5,806 +2%
Charles Schwab
42
Charles Schwab
California
$12.2M -$3.59K -73 -0%
Impax Asset Management Group
43
Impax Asset Management Group
United Kingdom
$12.1M -$1.48M -30,000 -11%
CRM
44
Cramer Rosenthal McGlynn
Connecticut
$11.9M -$115K -2,340 -1%
Luther King Capital Management (LKCM)
45
Luther King Capital Management (LKCM)
Texas
$11.3M -$1.26M -25,524 -10%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$10.8M -$74.8K -1,521 -0.7%
Federated Hermes
47
Federated Hermes
Pennsylvania
$9.84M +$3.94M +80,000 +67%
WCA
48
Whetstone Capital Advisors
Kansas
$9.01M -$15.9K -323 -0.2%
PI
49
Putnam Investments
Massachusetts
$8.9M -$352K -7,163 -4%
Brown Advisory
50
Brown Advisory
Maryland
$8.56M -$8.5M -172,882 -50%