ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
157 hedge funds and large institutions have $1.4B invested in ENVESTNET, INC. in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 21 closing their positions.
62% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 21
33% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 39
3% more funds holding
Funds holding: 152 → 157 (+5)
9% less capital invested
Capital invested by funds: $1.54B → $1.4B (-$142M)
27% less call options, than puts
Call options by funds: $2.28M | Put options by funds: $3.12M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$93.8M |
| 2 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
+$23.6M |
| 3 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$11M |
| 4 |
O
OppenheimerFunds
New York
|
+$10.6M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$57.5M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$14.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$13.5M |
| 4 |
OMC
Oasis Management Company
Grand Cayman,
Cayman Islands
|
-$13.3M |
| 5 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$9.92M |
ENV Hedge Fund Activity: Q1 2017 in Review
157 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2017, worth a combined $1.4B — down 9.3% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new ENV positions and 21 closed out — a net gain of 13 holders — while 52 added to existing stakes and 39 trimmed.
The largest buyer was BlackRock, adding an estimated $93.8M. The largest seller was Wellington Management Group, cutting an estimated $57.5M.
- 157 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2017, up from 152 in Q4 2016.
- Funds reported $1.4B of ENVESTNET, INC. stock for Q1 2017, down 9.3% quarter-over-quarter.
- 34 funds opened new ENVESTNET, INC. positions in Q1 2017 and 21 closed out, a net change of +13 holders.
- The largest ENVESTNET, INC. buyer in Q1 2017 was BlackRock, an estimated $93.8M added.
- The largest ENVESTNET, INC. seller in Q1 2017 was Wellington Management Group, an estimated $57.5M sold.
Based on aggregated 13F filings for Q1 2017.