ENV

ENVESTNET, INC.

Delisted

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

239 hedge funds and large institutions have $2.55B invested in ENVESTNET, INC. in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 95 increasing their positions, 79 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-18
Holders Change %
-7%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
95
Reduced
79
Closed
37
Calls
$5.76M
Puts
$2.55M
Net Calls
+$3.21M
Net Calls Change
+$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$24.6M +$762K +17,161 +3%
CRM
27
Cramer Rosenthal McGlynn
Connecticut
$24.4M +$5.22M +117,512 +27%
Citadel Advisors
28
Citadel Advisors
Florida
$23.8M +$18.6M +419,812 +359%
Charles Schwab
29
Charles Schwab
California
$20.7M +$900K +20,273 +5%
Norges Bank
30
Norges Bank
Norway
$20.6M +$336K +7,567 +2%
Ameriprise
31
Ameriprise
Minnesota
$19.9M -$43.8K -985 -0.2%
ICM
32
Indaba Capital Management
California
$19.4M
Invesco
33
Invesco
Georgia
$18.3M +$606K +13,638 +3%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$17.7M -$168K -3,697 -0.9%
GACM
35
Global Alpha Capital Management
Quebec, Canada
$17.7M +$4.84M +108,900 +38%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$17.2M -$252K -5,677 -1%
HSC
37
Harbor Spring Capital
New York
$17.1M
Franklin Resources
38
Franklin Resources
California
$16.1M -$3.38M -76,108 -17%
SCA
39
Summit Creek Advisors
Minnesota
$15M +$704K +15,851 +5%
Goldman Sachs
40
Goldman Sachs
New York
$12.9M +$369K +8,300 +3%
Bank of America
41
Bank of America
North Carolina
$12M -$361K -8,123 -3%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$11.6M -$200K -4,498 -2%
Morgan Stanley
43
Morgan Stanley
New York
$11.5M -$894K -20,132 -7%
Principal Financial Group
44
Principal Financial Group
Iowa
$9.64M -$134K -3,013 -1%
SBH
45
Segall Bryant & Hamill
Illinois
$9.02M +$2.54M +57,220 +39%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$8.6M +$3.86M +86,838 +81%
Bessemer Group
47
Bessemer Group
New Jersey
$8.43M +$2.5M +56,222 +42%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$8.01M +$423K +9,519 +6%
PCP
49
P2 Capital Partners
New York
$7.77M -$11.7M -263,969 -60%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$7.73M +$297K +6,681 +4%