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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
CTA
76
Carillon Tower Advisers
Florida
$5.51M -$2.88K -50 -0.1%
Swiss National Bank
77
Swiss National Bank
Switzerland
$5.45M +$173K +3,000 +4%
American Century Companies
78
American Century Companies
Missouri
$4.75M -$4.33M -75,187 -51%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$4.47M -$87.6K -1,522 -2%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$4.24M +$82.6K +1,435 +2%
OAM
81
Oberweis Asset Management
Illinois
$4.11M +$3.61M +62,790 New
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$3.9M -$21.4K -372 -0.6%
Man Group
83
Man Group
United Kingdom
$3.74M +$2.51M +43,619 +320%
First Trust Advisors
84
First Trust Advisors
Illinois
$3.63M +$250K +4,339 +8%
FC
85
Financial Consulate
Maryland
$3.59M -$102K -1,767 -3%
ERSOT
86
Employees Retirement System of Texas
Texas
$3.47M
Credit Agricole
87
Credit Agricole
France
$3.39M -$449K -7,800 -13%
UBS Group
88
UBS Group
Switzerland
$3.16M -$1.42M -24,709 -34%
Millennium Management
89
Millennium Management
New York
$3.09M -$635K -11,029 -19%
CS
90
Credit Suisse
Switzerland
$2.88M -$94.7K -1,645 -4%
SBH
91
Segall Bryant & Hamill
Illinois
$2.63M +$32.2K +560 +1%
FM
92
Family Management
New York
$2.56M +$2.25M +39,164 New
California Public Employees Retirement System
93
California Public Employees Retirement System
California
$2.52M -$23K -400 -1%
UBS AM
94
UBS AM
Illinois
$2.49M +$206K +3,583 +10%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$2.43M +$328K +5,692 +18%
Renaissance Technologies
96
Renaissance Technologies
New York
$2.4M +$2.11M +36,692 New
Los Angeles Capital Management
97
Los Angeles Capital Management
California
$2.28M -$45.5K -790 -2%
SAM
98
Sawgrass Asset Management
Florida
$2.17M -$179K -3,115 -9%
RJA
99
Raymond James & Associates
Florida
$2.17M -$160K -2,787 -8%
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$2.15M -$12.4K -215 -0.6%

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.