ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
213 hedge funds and large institutions have $2.44B invested in ENVESTNET, INC. in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 27 closing their positions.
61% more call options, than puts
Call options by funds: $5.8M | Put options by funds: $3.6M
48% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 27
45% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 56
5% more funds holding
Funds holding: 203 → 213 (+10)
2% more capital invested
Capital invested by funds: $2.4B → $2.44B (+$37.9M)
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$38.5M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
+$34.2M |
| 3 |
BlackRock
New York
|
+$25.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$19.9M |
| 5 |
JP Morgan Chase
New York
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$24.7M |
| 2 |
O
OppenheimerFunds
New York
|
-$14.5M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$12.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$11.3M |
| 5 |
Goldman Sachs
New York
|
-$9.21M |
ENV Hedge Fund Activity: Q2 2018 in Review
213 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2018, worth a combined $2.44B — up 1.6% from $2.4B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new ENV positions and 27 closed out — a net gain of 13 holders — while 81 added to existing stakes and 56 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $38.5M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $24.7M sold.
- 213 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2018, up from 203 in Q1 2018.
- Funds reported $2.44B of ENVESTNET, INC. stock for Q2 2018, up 1.6% quarter-over-quarter.
- 40 funds opened new ENVESTNET, INC. positions in Q2 2018 and 27 closed out, a net change of +13 holders.
- The largest ENVESTNET, INC. buyer in Q2 2018 was Wasatch Advisors, an estimated $38.5M added.
- The largest ENVESTNET, INC. seller in Q2 2018 was TimesSquare Capital Management, an estimated $24.7M sold.
Based on aggregated 13F filings for Q2 2018.