ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
152 hedge funds and large institutions have $1.54B invested in ENVESTNET, INC. in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 16 closing their positions.
642% more call options, than puts
Call options by funds: $1.85M | Put options by funds: $250K
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
9% more funds holding
Funds holding: 140 → 152 (+12)
2% less capital invested
Capital invested by funds: $1.56B → $1.54B (-$25.2M)
15% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$15.9M |
| 2 |
TCGI
Three Corner Global Investors
New York
|
+$14.3M |
| 3 |
OMC
Oasis Management Company
Grand Cayman,
Cayman Islands
|
+$13.6M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$9.83M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
+$9.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$48.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$12.8M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$8.01M |
| 4 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
-$3.68M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$3.36M |
ENV Hedge Fund Activity: Q4 2016 in Review
152 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q4 2016, worth a combined $1.54B — down 1.6% from $1.56B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ENV positions and 16 closed out — a net gain of 13 holders — while 45 added to existing stakes and 53 trimmed.
The largest buyer was Van Berkom & Associates, adding an estimated $15.9M. The largest seller was Wellington Management Group, cutting an estimated $48.6M.
- 152 institutional investors held ENVESTNET, INC. (ENV) as of Q4 2016, up from 140 in Q3 2016.
- Funds reported $1.54B of ENVESTNET, INC. stock for Q4 2016, down 1.6% quarter-over-quarter.
- 29 funds opened new ENVESTNET, INC. positions in Q4 2016 and 16 closed out, a net change of +13 holders.
- The largest ENVESTNET, INC. buyer in Q4 2016 was Van Berkom & Associates, an estimated $15.9M added.
- The largest ENVESTNET, INC. seller in Q4 2016 was Wellington Management Group, an estimated $48.6M sold.
Based on aggregated 13F filings for Q4 2016.