ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
239 hedge funds and large institutions have $3.99B invested in ENVESTNET, INC. in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 99 reducing their positions, and 64 closing their positions.
87% more call options, than puts
Call options by funds: $5.28M | Put options by funds: $2.83M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
8% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 99
12% less capital invested
Capital invested by funds: $4.54B → $3.99B (-$546M)
16% less funds holding
Funds holding: 286 → 239 (-47)
67% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ESCM
Echo Street Capital Management
New York
|
+$131M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$113M |
| 3 |
JP Morgan Chase
New York
|
+$63.6M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$59.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$55.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$107M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$89.5M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$63.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$51M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$43.9M |
ENV Hedge Fund Activity: Q1 2021 in Review
239 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2021, worth a combined $3.99B — down 12% from $4.54B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of ENV and 21 opened new positions — a net loss of 43 holders — while 99 trimmed existing stakes and 91 added.
The largest buyer was Echo Street Capital Management, opening a new position worth an estimated $131M. The largest seller was Wells Fargo, cutting an estimated $107M.
- 239 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2021, down from 286 in Q4 2020.
- Funds reported $3.99B of ENVESTNET, INC. stock for Q1 2021, down 12% quarter-over-quarter.
- 21 funds opened new ENVESTNET, INC. positions in Q1 2021 and 64 closed out, a net change of -43 holders.
- The largest ENVESTNET, INC. buyer in Q1 2021 was Echo Street Capital Management, an estimated $131M added.
- The largest ENVESTNET, INC. seller in Q1 2021 was Wells Fargo, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2021.