ENV

ENVESTNET, INC.

Delisted

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

237 hedge funds and large institutions have $3.44B invested in ENVESTNET, INC. in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 90 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-3
Holders Change %
-1.25%
% of All Funds
3.79%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
24
Increased
90
Reduced
79
Closed
25
Calls
$3.12M
Puts
$25.6M
Net Calls
-$22.5M
Net Calls Change
-$6.91M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$31.7M -$433K -7,387 -1%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$31.5M +$9.86M +167,885 +45%
Citadel Advisors
28
Citadel Advisors
Florida
$31M -$10.4M -177,396 -25%
Norges Bank
29
Norges Bank
Norway
$29.9M +$6.35M +108,233 +27%
Ameriprise
30
Ameriprise
Minnesota
$29.6M +$3.42M +58,231 +13%
Charles Schwab
31
Charles Schwab
California
$28.6M +$256K +4,358 +0.9%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$28M -$913K -15,563 -3%
GACM
33
Global Alpha Capital Management
Quebec, Canada
$25.9M +$796K +13,561 +3%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$22M +$461K +7,865 +2%
Goldman Sachs
35
Goldman Sachs
New York
$22M +$7.1M +121,080 +48%
Federated Hermes
36
Federated Hermes
Pennsylvania
$21M -$8.24M -140,387 -28%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$20.8M -$2.14M -36,430 -9%
SCA
38
Summit Creek Advisors
Minnesota
$20.2M -$3.97M -67,694 -16%
Franklin Resources
39
Franklin Resources
California
$19.1M -$2M -34,129 -9%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$16.9M -$2.1M -18,686 -11%
HSC
41
Harbor Spring Capital
New York
$14.7M -$7.85M -133,820 -35%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$14.7M +$878K +14,966 +6%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$14.2M -$25.6K -437 -0.2%
Principal Financial Group
44
Principal Financial Group
Iowa
$13.3M -$18.5K -316 -0.1%
SBH
45
Segall Bryant & Hamill
Illinois
$12.9M +$157K +2,679 +1%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$10.5M +$17.7K +301 +0.2%
PCP
47
P2 Capital Partners
New York
$10.3M
Bessemer Group
48
Bessemer Group
New Jersey
$8.88M -$6.03M -102,743 -40%
Fidelity International
49
Fidelity International
Bermuda
$7.79M -$25.5M -434,765 -77%
AllianceBernstein
50
AllianceBernstein
Tennessee
$7.68M -$136K -2,326 -2%