ENV

ENVESTNET, INC.

Delisted

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

231 hedge funds and large institutions have $4.55B invested in ENVESTNET, INC. in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-14
Holders Change %
-5.71%
% of All Funds
4.06%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
59
Reduced
101
Closed
36
Calls
$12.3M
Puts
$2.09M
Net Calls
+$10.2M
Net Calls Change
+$9.56M
Name Holding Trade Value Shares
Change
Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$49.6M +$2.49M +31,074 +5%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$48.2M -$17.1M -213,374 -26%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$45.2M +$1.38M +17,187 +3%
Fidelity International
29
Fidelity International
Bermuda
$39.1M +$167K +2,080 +0.4%
Franklin Resources
30
Franklin Resources
California
$35.1M -$79.8K -995 -0.2%
Norges Bank
31
Norges Bank
Norway
$33.8M +$7.03M +87,585 +26%
Charles Schwab
32
Charles Schwab
California
$32.5M -$392K -4,891 -1%
Invesco
33
Invesco
Georgia
$28.6M -$180K -2,241 -0.6%
Bank of America
34
Bank of America
North Carolina
$28.4M +$306K +3,817 +1%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$27M +$6.29M +79,988 +30%
PCP
36
P2 Capital Partners
New York
$26.5M +$26.5M +330,243 New
Swedbank
37
Swedbank
Sweden
$25.3M
SCA
38
Summit Creek Advisors
Minnesota
$25M +$2.05M +25,565 +9%
ECP
39
Empyrean Capital Partners
California
$21.9M
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$21M +$4.51M +56,253 +27%
Robeco Institutional Asset Management
41
Robeco Institutional Asset Management
Netherlands
$20.1M
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$19.3M -$1.06M -13,166 -5%
CRM
43
Cramer Rosenthal McGlynn
Connecticut
$16.9M +$149K +1,862 +0.9%
Principal Financial Group
44
Principal Financial Group
Iowa
$15.7M +$139K +1,732 +0.9%
CS
45
Credit Suisse
Switzerland
$15.6M -$619K -7,714 -4%
Goldman Sachs
46
Goldman Sachs
New York
$15.5M -$4.38M -54,631 -22%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$12.3M -$9.47M -118,025 -43%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$11.8M +$137K +1,711 +1%
Deutsche Bank
49
Deutsche Bank
Germany
$11.5M -$93.9K -1,170 -0.8%
DDC
50
DF Dent & Co
Maryland
$11M -$44.7M -557,418 -80%