We are live on ! Find out more
ENV

ENVESTNET, INC.

Delisted

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

233 hedge funds and large institutions have $3.23B invested in ENVESTNET, INC. in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 65

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

6% more capital invested

Capital invested by funds: $3.04B → $3.23B (+$189M)

2% more funds holding

Funds holding: 228233 (+5)

24% less call options, than puts

Call options by funds: $5.29M | Put options by funds: $6.96M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
33
Increased
91
Reduced
65
Closed
25
Calls
$5.29M
Puts
$6.96M
Net Calls
-$1.66M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
51
Fort Washington Investment Advisors
Ohio
$13.7M -$1.37M -20,000 -9%
N
52
Nuveen
North Carolina
$13.6M +$13.7M +198,844 New
HIM
53
Hanlon Investment Management
New Jersey
$12.3M
Luther King Capital Management (LKCM)
54
Luther King Capital Management (LKCM)
Texas
$11.5M -$975K -14,195 -8%
SCM
55
Spyglass Capital Management
California
$10.7M +$2.15M +31,288 +25%
WCA
56
Whetstone Capital Advisors
Kansas
$10.6M
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$10.5M +$268K +3,900 +3%
Deutsche Bank
58
Deutsche Bank
Germany
$9.91M -$1.28M -18,708 -11%
Mirae Asset Global Investments
59
Mirae Asset Global Investments
South Korea
$9.86M +$1.72M +25,080 +21%
SI
60
Scout Investments
Missouri
$9.78M +$3.87M +56,358 +65%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.01M -$759K -11,050 -8%
Millennium Management
62
Millennium Management
New York
$8.69M +$5.48M +79,887 +169%
PI
63
Putnam Investments
Massachusetts
$8.67M -$3.72M -54,113 -30%
Goldman Sachs
64
Goldman Sachs
New York
$8.26M +$1.77M +25,829 +27%
William Blair & Company
65
William Blair & Company
Illinois
$8.21M +$52.9K +770 +0.6%
PPA
66
Parametric Portfolio Associates
Washington
$7.06M -$1.02M -14,796 -13%
CAM
67
ClariVest Asset Management
California
$7.03M -$34.3K -500 -0.5%
NC
68
Nicholas Company
Wisconsin
$6.88M -$3.78K -55 -0.1%
BAMCO Inc
69
BAMCO Inc
New York
$6.73M
Russell Investments Group
70
Russell Investments Group
United Kingdom
$6.62M -$536K -7,803 -7%
CAM
71
Cortina Asset Management
Wisconsin
$6.42M -$56.2K -818 -0.9%
AllianceBernstein
72
AllianceBernstein
Tennessee
$6.29M +$220K +3,200 +4%
CTA
73
Carillon Tower Advisers
Florida
$5.88M +$120K +1,750 +2%
Swiss National Bank
74
Swiss National Bank
Switzerland
$5.82M +$124K +1,800 +2%
UBS Group
75
UBS Group
Switzerland
$5.67M +$2.38M +34,697 +72%

ENV Hedge Fund Activity: Q2 2019 in Review

233 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2019, worth a combined $3.23B — up 6.2% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ENV positions and 25 closed out — a net gain of 8 holders — while 91 added to existing stakes and 65 trimmed.

The largest buyer was Invesco, adding an estimated $36.1M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $16.3M sold.

  • 233 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2019, up from 228 in Q1 2019.
  • Funds reported $3.23B of ENVESTNET, INC. stock for Q2 2019, up 6.2% quarter-over-quarter.
  • 33 funds opened new ENVESTNET, INC. positions in Q2 2019 and 25 closed out, a net change of +8 holders.
  • The largest ENVESTNET, INC. buyer in Q2 2019 was Invesco, an estimated $36.1M added.
  • The largest ENVESTNET, INC. seller in Q2 2019 was ArrowMark Colorado Holdings, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2019.