ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
99 hedge funds and large institutions have $668M invested in ENVESTNET, INC. in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
30% more capital invested
Capital invested by funds: $514M → $668M (+$154M)
24% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 34
8% more funds holding
Funds holding: 92 → 99 (+7)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$59.6M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$13.2M |
| 3 |
ClearBridge Investments
New York
|
+$8.18M |
| 4 |
TG
TCW Group
Los Angeles,
California
|
+$7.36M |
| 5 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
+$5.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$49.4M |
| 2 |
TCMV
Technology Crossover Management VII
Menlo Park,
California
|
-$18.7M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$14M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$9.12M |
| 5 |
JP Morgan Chase
New York
|
-$5.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GACM
101
Global Alpha Capital Management
Montreal,
Quebec, Canada
| – | -$1.59M | -61,350 | Closed |
|
|
TC
102
TFS Capital
West Chester,
Pennsylvania
| – | -$1.13M | -45,782 | Closed |
|
103
Prudential Financial
Newark,
New Jersey
| – | -$593K | -24,117 | Closed |
|
|
EIM
104
Essex Investment Management
Boston,
Massachusetts
| – | -$485K | -19,735 | Closed |
|
105
D.E. Shaw & Co
New York
| – | -$450K | -18,293 | Closed |
|
|
MA
106
MUFG Americas
New York
| – | -$332K | -13,500 | Closed |
|
|
ARTA
107
A.R.T. Advisors
New York
| – | -$293K | -11,943 | Closed |
|
|
SIM
108
Spark Investment Management
New York
| – | -$292K | -11,900 | Closed |
|
ENV Hedge Fund Activity: Q3 2013 in Review
99 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q3 2013, worth a combined $668M — up 30% from $514M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ENV positions and 9 closed out — a net gain of 7 holders — while 42 added to existing stakes and 34 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $59.6M. The largest seller was William Blair & Company, cutting an estimated $49.4M.
- 99 institutional investors held ENVESTNET, INC. (ENV) as of Q3 2013, up from 92 in Q2 2013.
- Funds reported $668M of ENVESTNET, INC. stock for Q3 2013, up 30% quarter-over-quarter.
- 16 funds opened new ENVESTNET, INC. positions in Q3 2013 and 9 closed out, a net change of +7 holders.
- The largest ENVESTNET, INC. buyer in Q3 2013 was Wellington Management Group, an estimated $59.6M added.
- The largest ENVESTNET, INC. seller in Q3 2013 was William Blair & Company, an estimated $49.4M sold.
Based on aggregated 13F filings for Q3 2013.