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ENV

ENVESTNET, INC.

Delisted

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

256 hedge funds and large institutions have $3.89B invested in ENVESTNET, INC. in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $7.17M | Put options by funds: $2.35M

73% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 67

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

41% more capital invested

Capital invested by funds: $2.75B → $3.89B (+$1.14B)

6% more funds holding

Funds holding: 242256 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
256
Holders Change
+14
Holders Change %
+5.79%
% of All Funds
5.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
116
Reduced
67
Closed
24
Calls
$7.17M
Puts
$2.35M
Net Calls
+$4.83M
Net Calls Change
+$359K
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
26
Waddell & Reed Financial
Kansas
$44.9M +$153K +2,348 +0.4%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$44.5M +$499K +7,635 +1%
ACM
28
Atlanta Capital Management
Georgia
$44.1M +$5.02M +76,753 +15%
Norges Bank
29
Norges Bank
Norway
$42.5M +$3.11M +47,627 +9%
EVM
30
Eaton Vance Management
Massachusetts
$38.5M +$6.22M +95,186 +22%
Franklin Resources
31
Franklin Resources
California
$37.6M -$269K -4,123 -0.9%
Ameriprise
32
Ameriprise
Minnesota
$36.8M -$1.19M -18,210 -4%
PCM
33
Peregrine Capital Management
Minnesota
$34M +$5.59M +85,487 +23%
Invesco
34
Invesco
Georgia
$32.2M +$14.4M +221,037 +102%
GF
35
Greenhouse Funds
Maryland
$30.6M +$16.9M +258,205 +163%
Axa
36
Axa
France
$28.7M +$17.5M +267,212 +218%
Robeco Institutional Asset Management
37
Robeco Institutional Asset Management
Netherlands
$28.3M -$980K -15,000 -4%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$27.8M +$791K +12,098 +3%
Charles Schwab
39
Charles Schwab
California
$27.5M +$2.35M +35,912 +11%
N
40
Nuveen
North Carolina
$26.8M +$737K +11,276 +3%
CRM
41
Cramer Rosenthal McGlynn
Connecticut
$23.6M -$3.94M -60,234 -16%
GKIM
42
GW&K Investment Management
Massachusetts
$22.6M +$2.92M +44,721 +17%
Bank of America
43
Bank of America
North Carolina
$21.9M +$1.9M +29,088 +11%
SCA
44
Summit Creek Advisors
Minnesota
$18.7M -$34.6K -530 -0.2%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$18.2M +$1.2M +18,338 +8%
YCMGA
46
York Capital Management Global Advisors
New York
$16.4M -$15.2M -232,551 -51%
Luther King Capital Management (LKCM)
47
Luther King Capital Management (LKCM)
Texas
$14.5M +$1.06M +16,200 +9%
Westfield Capital Management
48
Westfield Capital Management
Massachusetts
$14M +$705K +10,795 +6%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$13.3M +$3.99M +61,024 +51%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$12.4M +$1.1M +16,790 +11%

ENV Hedge Fund Activity: Q2 2020 in Review

256 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2020, worth a combined $3.89B — up 41% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ENV positions and 24 closed out — a net gain of 15 holders — while 116 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $25.8M. The largest seller was Spyglass Capital Management, exiting entirely with an estimated $21.5M sold.

  • 256 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2020, up from 242 in Q1 2020.
  • Funds reported $3.89B of ENVESTNET, INC. stock for Q2 2020, up 41% quarter-over-quarter.
  • 39 funds opened new ENVESTNET, INC. positions in Q2 2020 and 24 closed out, a net change of +15 holders.
  • The largest ENVESTNET, INC. buyer in Q2 2020 was Wells Fargo, an estimated $25.8M added.
  • The largest ENVESTNET, INC. seller in Q2 2020 was Spyglass Capital Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2020.