ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
130 hedge funds and large institutions have $1.46B invested in ENVESTNET, INC. in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
4% more funds holding
Funds holding: 125 → 130 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $1.54B → $1.46B (-$83.3M)
21% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 52
94% less call options, than puts
Call options by funds: $153K | Put options by funds: $2.58M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$30.4M |
| 2 |
B
Baird
Milwaukee,
Wisconsin
|
+$10.3M |
| 3 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$9.35M |
| 4 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
+$8.64M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$7.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$23M |
| 2 |
ZCI
Zevenbergen Capital Investments
Edmonds,
Washington
|
-$15.3M |
| 3 |
OCM
OMT Capital Management
San Francisco,
California
|
-$4.63M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$3.4M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$3.17M |
ENV Hedge Fund Activity: Q3 2014 in Review
130 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q3 2014, worth a combined $1.46B — down 5.4% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new ENV positions and 11 closed out — a net gain of 6 holders — while 41 added to existing stakes and 52 trimmed.
The largest buyer was Janus Henderson Investors US, adding an estimated $30.4M. The largest seller was Wellington Management Group, cutting an estimated $23M.
- 130 institutional investors held ENVESTNET, INC. (ENV) as of Q3 2014, up from 125 in Q2 2014.
- Funds reported $1.46B of ENVESTNET, INC. stock for Q3 2014, down 5.4% quarter-over-quarter.
- 17 funds opened new ENVESTNET, INC. positions in Q3 2014 and 11 closed out, a net change of +6 holders.
- The largest ENVESTNET, INC. buyer in Q3 2014 was Janus Henderson Investors US, an estimated $30.4M added.
- The largest ENVESTNET, INC. seller in Q3 2014 was Wellington Management Group, an estimated $23M sold.
Based on aggregated 13F filings for Q3 2014.