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ENV

ENVESTNET, INC.

Delisted

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

228 hedge funds and large institutions have $3.04B invested in ENVESTNET, INC. in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

37% more capital invested

Capital invested by funds: $2.21B → $3.04B (+$823M)

24% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $8.49M

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

9% more funds holding

Funds holding: 209228 (+19)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
84
Reduced
73
Closed
16
Calls
$10.5M
Puts
$8.49M
Net Calls
+$2.03M
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$34M -$1.29M -22,405 -4%
ACM
27
Atlanta Capital Management
Georgia
$31.6M -$970K -16,854 -3%
TCM
28
TimesSquare Capital Management
New York
$31M +$27.3M +473,825 New
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$30.9M +$2.22M +38,623 +9%
Franklin Resources
30
Franklin Resources
California
$30.5M -$3.03M -52,622 -10%
Westfield Capital Management
31
Westfield Capital Management
Massachusetts
$27.9M +$551K +9,580 +2%
ESCM
32
Echo Street Capital Management
New York
$24.6M -$4.55M -79,030 -17%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$22.9M -$288K -5,000 -1%
PCM
34
Peregrine Capital Management
Minnesota
$21.6M +$226K +3,919 +1%
SCA
35
Summit Creek Advisors
Minnesota
$18.9M +$2.19M +38,080 +15%
Axa
36
Axa
France
$18.9M +$2.23M +38,720 +15%
Bank of America
37
Bank of America
North Carolina
$18.8M -$226K -3,930 -1%
CRM
38
Cramer Rosenthal McGlynn
Connecticut
$18.3M +$2.22M +38,555 +16%
ORI
39
Oak Ridge Investments
Illinois
$17.6M -$743K -12,903 -5%
Charles Schwab
40
Charles Schwab
California
$17.4M +$1.06M +18,493 +7%
Federated Hermes
41
Federated Hermes
Pennsylvania
$17.4M +$3.81M +66,193 +33%
ACM
42
Ashford Capital Management
Delaware
$16.7M -$2.22M -38,640 -13%
O
43
OppenheimerFunds
New York
$16.6M +$226K +3,931 +2%
ACH
44
ArrowMark Colorado Holdings
Colorado
$16.3M -$3.69M -64,136 -20%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$15.6M +$1.08M +18,732 +8%
Prudential Financial
46
Prudential Financial
New Jersey
$15.1M -$1.78M -30,907 -12%
EVM
47
Eaton Vance Management
Massachusetts
$14.9M +$10.8M +187,428 +468%
FWIA
48
Fort Washington Investment Advisors
Ohio
$14.4M +$12.7M +220,000 New
GACM
49
Global Alpha Capital Management
Quebec, Canada
$13.5M +$2.09M +36,300 +21%
Ameriprise
50
Ameriprise
Minnesota
$12.6M +$2.23M +38,754 +25%

ENV Hedge Fund Activity: Q1 2019 in Review

228 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2019, worth a combined $3.04B — up 37% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ENV positions and 16 closed out — a net gain of 21 holders — while 84 added to existing stakes and 73 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $27.3M. The largest seller was Impax Asset Management Group, cutting an estimated $8.55M.

  • 228 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2019, up from 209 in Q4 2018.
  • Funds reported $3.04B of ENVESTNET, INC. stock for Q1 2019, up 37% quarter-over-quarter.
  • 37 funds opened new ENVESTNET, INC. positions in Q1 2019 and 16 closed out, a net change of +21 holders.
  • The largest ENVESTNET, INC. buyer in Q1 2019 was TimesSquare Capital Management, an estimated $27.3M added.
  • The largest ENVESTNET, INC. seller in Q1 2019 was Impax Asset Management Group, an estimated $8.55M sold.

Based on aggregated 13F filings for Q1 2019.