ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
128 hedge funds and large institutions have $1.2B invested in ENVESTNET, INC. in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 13 closing their positions.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
36% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 39
32% more call options, than puts
Call options by funds: $466K | Put options by funds: $354K
11% more funds holding
Funds holding: 115 → 128 (+13)
10% more capital invested
Capital invested by funds: $1.09B → $1.2B (+$106M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$78M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$15.2M |
| 4 |
ZCI
Zevenbergen Capital Investments
Edmonds,
Washington
|
+$13.8M |
| 5 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$25.2M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$24.1M |
| 3 |
WSA
Wall Street Associates
Lajolla,
California
|
-$17.4M |
| 4 |
Renaissance Technologies
New York
|
-$6.43M |
| 5 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
-$5.79M |
ENV Hedge Fund Activity: Q1 2014 in Review
128 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2014, worth a combined $1.2B — up 9.7% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new ENV positions and 13 closed out — a net gain of 14 holders — while 53 added to existing stakes and 39 trimmed.
The largest buyer was Wells Fargo, adding an estimated $78M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $25.2M sold.
- 128 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2014, up from 115 in Q4 2013.
- Funds reported $1.2B of ENVESTNET, INC. stock for Q1 2014, up 9.7% quarter-over-quarter.
- 27 funds opened new ENVESTNET, INC. positions in Q1 2014 and 13 closed out, a net change of +14 holders.
- The largest ENVESTNET, INC. buyer in Q1 2014 was Wells Fargo, an estimated $78M added.
- The largest ENVESTNET, INC. seller in Q1 2014 was Lord, Abbett & Co, an estimated $25.2M sold.
Based on aggregated 13F filings for Q1 2014.