ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

Back to rankings

137 hedge funds and large institutions have $1.93B invested in ENVESTNET, INC. in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
3.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
15
Increased
50
Reduced
51
Closed
21
Calls
$404K
Puts
$1.92M
Net Calls
-$1.52M
Net Calls Change
-$664K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$57.3M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$54M
3
FCM
Frontier Capital Management
Massachusetts
+$21.4M
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$13.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$11.1M

Top Sellers

1
WC
Weatherbie Capital
Massachusetts
-$26.6M
2
TA
Teachers Advisors
New York
-$12.6M
3
Millennium Management
Millennium Management
New York
-$9.94M
4
BIM
Bogle Investment Management
Massachusetts
-$7.35M
5
Goldman Sachs
Goldman Sachs
New York
-$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
101
Bank of America
North Carolina
$553K -$6.9K -123 -1%
MCM
102
Mazama Capital Management
Oregon
$487K +$487K +8,681 New
FBA
103
Front Barnett Associates
Illinois
$458K – – –
BPC
104
Banque Pictet & Cie
Switzerland
$451K – – –
3NC
105
300 North Capital
California
$426K – – –
ProShare Advisors
106
ProShare Advisors
Maryland
$369K -$41K -731 -10%
JPMPWA
107
J.P. Morgan Private Wealth Advisors
California
$360K +$360K +6,428 New
Legal & General Group
108
Legal & General Group
United Kingdom
$352K +$77K +1,382 +28%
Principal Financial Group
109
Principal Financial Group
Iowa
$345K -$4.21K -75 -1%
BG
110
BlackRock Group
United Kingdom
$341K +$44.9K +803 +15%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$330K -$207K -3,682 -39%
CIA
112
Capital Impact Advisors
Massachusetts
$325K +$325K +5,795 New
Deutsche Bank
113
Deutsche Bank
Germany
$304K -$2.28M -40,771 -88%
FM
114
Forward Management
California
$280K – – –
1GA
115
1st Global Advisors
Texas
$238K +$9.25K +165 +4%
Renaissance Technologies
116
Renaissance Technologies
New York
$230K -$4.27M -76,200 -95%
WP
117
WMS Partners
Maryland
$224K +$224K +4,000 New
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$220K +$220K +3,929 New
PFP
119
Pinnacle Financial Partners
Tennessee
$211K +$211K +3,770 New
Brown Advisory
120
Brown Advisory
Maryland
$204K -$214K -3,814 -51%
Canada Life
121
Canada Life
Manitoba, Canada
$168K – – –
Citadel Advisors
122
Citadel Advisors
Florida
$158K +$158K +2,822 New
PAM
123
Panagora Asset Management
Massachusetts
$128K +$128K +2,290 New
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$112K -$211K -3,763 -65%
Citigroup
125
Citigroup
New York
$102K -$226K -4,025 -69%
3 4
5
6 7