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ENV

ENVESTNET, INC.

Delisted

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

228 hedge funds and large institutions have $3.04B invested in ENVESTNET, INC. in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

37% more capital invested

Capital invested by funds: $2.21B → $3.04B (+$823M)

24% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $8.49M

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

9% more funds holding

Funds holding: 209228 (+19)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
84
Reduced
73
Closed
16
Calls
$10.5M
Puts
$8.49M
Net Calls
+$2.03M
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
51
Luther King Capital Management (LKCM)
Texas
$11.9M -$2.7M -46,933 -20%
PI
52
Putnam Investments
Massachusetts
$11.8M +$3.74K +65 +0%
HIM
53
Hanlon Investment Management
New Jersey
$11.8M +$10.4M +180,000 New
Brown Advisory
54
Brown Advisory
Maryland
$11.5M +$69.5K +1,207 +0.7%
Deutsche Bank
55
Deutsche Bank
Germany
$10.7M +$3.83M +66,451 +68%
WCA
56
Whetstone Capital Advisors
Kansas
$10.1M -$1.65M -28,671 -16%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$9.8M +$97.9K +1,700 +1%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.34M +$2.88M +50,000 +54%
SCM
59
Spyglass Capital Management
California
$8.22M +$2.77M +48,074 +62%
William Blair & Company
60
William Blair & Company
Illinois
$7.81M +$120K +2,085 +2%
Mirae Asset Global Investments
61
Mirae Asset Global Investments
South Korea
$7.79M -$275K -4,773 -4%
PPA
62
Parametric Portfolio Associates
Washington
$7.72M +$520K +9,038 +8%
TA
63
Teachers Advisors
New York
$6.9M +$555K +9,636 +10%
Allianz Asset Management
64
Allianz Asset Management
Germany
$6.86M -$1.99M -34,489 -25%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$6.84M +$446K +7,748 +8%
CAM
66
ClariVest Asset Management
California
$6.76M -$240K -4,166 -4%
NC
67
Nicholas Company
Wisconsin
$6.59M -$13K -225 -0.2%
BAMCO Inc
68
BAMCO Inc
New York
$6.43M
Impax Asset Management Group
69
Impax Asset Management Group
United Kingdom
$6.33M -$8.55M -148,606 -61%
Goldman Sachs
70
Goldman Sachs
New York
$6.21M -$61K -1,059 -1%
Invesco
71
Invesco
Georgia
$6.21M -$171K -2,967 -3%
CAM
72
Cortina Asset Management
Wisconsin
$6.2M +$792K +13,758 +17%
AllianceBernstein
73
AllianceBernstein
Tennessee
$5.81M +$249K +4,320 +5%
TCIM
74
TIAA CREF Investment Management
New York
$5.67M -$14.3K -249 -0.3%
SI
75
Scout Investments
Missouri
$5.67M -$158K -2,751 -3%

ENV Hedge Fund Activity: Q1 2019 in Review

228 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2019, worth a combined $3.04B — up 37% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ENV positions and 16 closed out — a net gain of 21 holders — while 84 added to existing stakes and 73 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $27.3M. The largest seller was Impax Asset Management Group, cutting an estimated $8.55M.

  • 228 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2019, up from 209 in Q4 2018.
  • Funds reported $3.04B of ENVESTNET, INC. stock for Q1 2019, up 37% quarter-over-quarter.
  • 37 funds opened new ENVESTNET, INC. positions in Q1 2019 and 16 closed out, a net change of +21 holders.
  • The largest ENVESTNET, INC. buyer in Q1 2019 was TimesSquare Capital Management, an estimated $27.3M added.
  • The largest ENVESTNET, INC. seller in Q1 2019 was Impax Asset Management Group, an estimated $8.55M sold.

Based on aggregated 13F filings for Q1 2019.