ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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240 hedge funds and large institutions have $3.55B invested in ENVESTNET, INC. in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
36
Increased
83
Reduced
83
Closed
30
Calls
$8.55M
Puts
$24.2M
Net Calls
-$15.6M
Net Calls Change
-$18.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$130M
2
EARNEST Partners
EARNEST Partners
Georgia
+$102M
3
RC
RGM Capital
Florida
+$56.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$22.8M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$20.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$97.8M
2
ESCM
Echo Street Capital Management
New York
-$88.2M
3
CIP
Champlain Investment Partners
Vermont
-$24.2M
4
ICM
Indaba Capital Management
California
-$19.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
26
Champlain Investment Partners
Vermont
$30.6M -$24.2M -392,520 -44%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$30.4M -$4.48M -72,549 -13%
Charles Schwab
28
Charles Schwab
California
$29.8M +$1.07M +17,294 +4%
Invesco
29
Invesco
Georgia
$29.8M +$4.29M +69,484 +17%
Bank of America
30
Bank of America
North Carolina
$28.9M +$12.1M +196,712 +73%
Ameriprise
31
Ameriprise
Minnesota
$27.5M -$75.2K -1,219 -0.3%
GACM
32
Global Alpha Capital Management
Quebec, Canada
$26.4M +$1.82M +29,500 +7%
SCA
33
Summit Creek Advisors
Minnesota
$25.4M +$4.63M +74,967 +22%
Norges Bank
34
Norges Bank
Norway
$24.8M -$3.83M -62,155 -13%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$24.1M +$266K +4,319 +1%
HSC
36
Harbor Spring Capital
New York
$23.8M – – –
HSBC Holdings
37
HSBC Holdings
United Kingdom
$23.3M -$797K -12,918 -3%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$23.1M +$22.8M +364,107 +7,041%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$22.7M +$20.1M +326,487 +791%
Franklin Resources
40
Franklin Resources
California
$22.2M -$148K -2,402 -0.7%
Bessemer Group
41
Bessemer Group
New Jersey
$15.7M +$3.96M +64,192 +34%
Goldman Sachs
42
Goldman Sachs
New York
$15.6M -$2.27M -36,790 -13%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$15M -$1.15M -18,690 -7%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$14.5M +$2.57M +41,577 +21%
Principal Financial Group
45
Principal Financial Group
Iowa
$14.1M +$658K +10,667 +5%
SBH
46
Segall Bryant & Hamill
Illinois
$13.4M +$910K +14,742 +7%
Deutsche Bank
47
Deutsche Bank
Germany
$11.2M +$3.12M +50,503 +39%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$11M +$274K +4,448 +3%
PCP
49
P2 Capital Partners
New York
$10.8M – – –
P2P
50
Phase 2 Partners
California
$10.4M +$10.4M +168,887 New
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