ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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253 hedge funds and large institutions have $3.66B invested in ENVESTNET, INC. in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 86 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+20
Holders Change %
+8.58%
% of All Funds
3.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
86
Reduced
81
Closed
24
Calls
$3.99M
Puts
$15.6M
Net Calls
-$11.6M
Net Calls Change
-$2.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$37.5M
2
EC
Engaged Capital
California
+$35.9M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$35.3M
4
Macquarie Group
Macquarie Group
Australia
+$20M
5
GF
Greenhouse Funds
Maryland
+$14.8M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
-$84.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$30.4M
4
VBA
Van Berkom & Associates
Quebec, Canada
-$20.8M
5
RC
RGM Capital
Florida
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$39.6M +$2.9M +46,000 +8%
Northern Trust
27
Northern Trust
Illinois
$38.6M -$533K -8,512 -1%
Norges Bank
28
Norges Bank
Norway
$37.4M +$1.01M +16,146 +3%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$35.3M +$35.3M +564,517 New
Charles Schwab
30
Charles Schwab
California
$34.2M +$835K +13,341 +3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$31.8M -$579K -9,245 -2%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$31.5M +$3.67M +58,562 +13%
GACM
33
Global Alpha Capital Management
Quebec, Canada
$31M +$1.1M +17,500 +4%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$25M +$700K +11,179 +3%
CRM
35
Cramer Rosenthal McGlynn
Connecticut
$22.5M -$4.21M -67,334 -16%
Macquarie Group
36
Macquarie Group
Australia
$20M +$20M +319,808 New
Franklin Resources
37
Franklin Resources
California
$19.2M -$484K -7,731 -2%
SCA
38
Summit Creek Advisors
Minnesota
$18.9M -$1.32M -21,062 -7%
OFCM
39
One Fin Capital Management
California
$18.1M – – –
Goldman Sachs
40
Goldman Sachs
New York
$16.2M +$3.7M +59,087 +30%
Bessemer Group
41
Bessemer Group
New Jersey
$15.8M +$2.53M +40,499 +19%
Principal Financial Group
42
Principal Financial Group
Iowa
$15.6M -$623K -9,954 -4%
Millennium Management
43
Millennium Management
New York
$13.7M +$9.1M +145,372 +197%
Ameriprise
44
Ameriprise
Minnesota
$13M -$1.3M -20,751 -9%
FBCM
45
Fort Baker Capital Management
California
$11M +$11M +175,000 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
46
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.7M -$1.26M -20,200 -12%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$9.22M -$26.6K -425 -0.3%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$8.73M -$3.65M -58,246 -29%
Legal & General Group
49
Legal & General Group
United Kingdom
$8.25M +$2.94K +47 +0%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.91M +$525K +8,394 +8%
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