We are live on ! Find out more
ENV

ENVESTNET, INC.

Delisted

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

256 hedge funds and large institutions have $3.89B invested in ENVESTNET, INC. in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $7.17M | Put options by funds: $2.35M

73% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 67

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

41% more capital invested

Capital invested by funds: $2.75B → $3.89B (+$1.14B)

6% more funds holding

Funds holding: 242256 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
256
Holders Change
+14
Holders Change %
+5.79%
% of All Funds
5.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
116
Reduced
67
Closed
24
Calls
$7.17M
Puts
$2.35M
Net Calls
+$4.83M
Net Calls Change
+$359K
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$3.71M +$1.23M +18,773 +59%
PPA
77
Parametric Portfolio Associates
Washington
$3.69M -$387K -5,927 -11%
Legal & General Group
78
Legal & General Group
United Kingdom
$3.69M +$1.38M +21,112 +73%
SAM
79
Silvercrest Asset Management
New York
$3.66M +$3.25M +49,716 New
BAMCO Inc
80
BAMCO Inc
New York
$3.51M
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.47M +$330K +5,051 +12%
Polen Capital Management
82
Polen Capital Management
Florida
$3.25M +$1.43M +21,879 +98%
ECM
83
ExodusPoint Capital Management
New York
$3.23M +$2.87M +43,948 New
KOCAA
84
Knights of Columbus Asset Advisors
Connecticut
$3.13M +$17.6K +270 +0.6%
CS
85
Credit Suisse
Switzerland
$3.12M +$172K +2,631 +7%
Morgan Stanley
86
Morgan Stanley
New York
$3.02M -$55.9K -856 -2%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$2.98M +$2.54M +38,865 +10,228%
FM
88
Family Management
New York
$2.84M +$31.2K +477 +1%
Truist Financial
89
Truist Financial
North Carolina
$2.81M +$89.6K +1,372 +4%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$2.71M -$435K -6,661 -15%
SEI Investments
91
SEI Investments
Pennsylvania
$2.6M -$755K -11,550 -25%
Stifel Financial
92
Stifel Financial
Missouri
$2.52M +$12.1K +185 +0.5%
Citigroup
93
Citigroup
New York
$2.51M +$606K +9,267 +37%
RPSA
94
Richard P. Slaughter Associates
Texas
$2.4M -$782K -11,971 -27%
AIG
95
American International Group
New York
$2.39M +$255K +3,896 +14%
Squarepoint
96
Squarepoint
New York
$2.36M -$587K -8,978 -22%
HCM
97
Hodges Capital Management
Texas
$2.32M +$2.06M +31,510 New
SBH
98
Segall Bryant & Hamill
Illinois
$2.23M +$48.5K +742 +3%
First Trust Advisors
99
First Trust Advisors
Illinois
$2.22M -$800K -12,246 -29%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.22M +$58.4K +894 +3%

ENV Hedge Fund Activity: Q2 2020 in Review

256 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2020, worth a combined $3.89B — up 41% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ENV positions and 24 closed out — a net gain of 15 holders — while 116 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $25.8M. The largest seller was Spyglass Capital Management, exiting entirely with an estimated $21.5M sold.

  • 256 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2020, up from 242 in Q1 2020.
  • Funds reported $3.89B of ENVESTNET, INC. stock for Q2 2020, up 41% quarter-over-quarter.
  • 39 funds opened new ENVESTNET, INC. positions in Q2 2020 and 24 closed out, a net change of +15 holders.
  • The largest ENVESTNET, INC. buyer in Q2 2020 was Wells Fargo, an estimated $25.8M added.
  • The largest ENVESTNET, INC. seller in Q2 2020 was Spyglass Capital Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2020.