ENV

ENVESTNET, INC.

Delisted

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

256 hedge funds and large institutions have $4.46B invested in ENVESTNET, INC. in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 89 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+25
Holders Change %
+10.82%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
89
Reduced
88
Closed
16
Calls
$4.55M
Puts
$2.93M
Net Calls
+$1.62M
Net Calls Change
-$8.58M
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity International
26
Fidelity International
Bermuda
$50.2M +$11.6M +146,326 +30%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$47.8M -$2.34M -29,555 -5%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$47.2M +$44.6M +557,498 +1,755%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$46.3M -$1.37M -17,240 -3%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$43.5M -$1.19M -14,963 -3%
Norges Bank
31
Norges Bank
Norway
$35.1M +$1.63M +20,500 +5%
Franklin Resources
32
Franklin Resources
California
$34.7M -$4.68K -59 -0%
Charles Schwab
33
Charles Schwab
California
$33.8M +$1.59M +20,082 +5%
Invesco
34
Invesco
Georgia
$30.4M +$2.11M +26,622 +7%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$25.6M -$2.37M -29,111 -8%
SCA
36
Summit Creek Advisors
Minnesota
$25.4M +$687K +8,665 +3%
CRM
37
Cramer Rosenthal McGlynn
Connecticut
$24M +$7.26M +91,488 +43%
Bank of America
38
Bank of America
North Carolina
$23.5M -$4.59M -57,894 -16%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$21.8M +$1.02M +12,898 +5%
ECP
40
Empyrean Capital Partners
California
$21.7M
CS
41
Credit Suisse
Switzerland
$21M +$5.57M +70,263 +36%
PCP
42
P2 Capital Partners
New York
$19.9M -$6.35M -80,000 -24%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$19.8M
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$17.8M -$1.25M -15,735 -7%
PIP
45
PB Investment Partners
California
$17.8M +$17.8M +224,144 New
GACM
46
Global Alpha Capital Management
Quebec, Canada
$15.2M +$5.63M +71,020 +59%
Principal Financial Group
47
Principal Financial Group
Iowa
$15.2M -$333K -4,193 -2%
Swedbank
48
Swedbank
Sweden
$14.2M -$11M -137,500 -44%
Goldman Sachs
49
Goldman Sachs
New York
$13.8M -$1.54M -19,433 -10%
Deutsche Bank
50
Deutsche Bank
Germany
$13.6M +$2.25M +28,338 +20%