ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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129 hedge funds and large institutions have $1.16B invested in ENVESTNET, INC. in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-11
Holders Change %
-7.86%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
52
Reduced
33
Closed
35
Calls
$505K
Puts
$559K
Net Calls
-$54K
Net Calls Change
-$1.61M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$26.4M
2
VBA
Van Berkom & Associates
Quebec, Canada
+$10.3M
3
TCM
TimesSquare Capital Management
New York
+$10.3M
4
JHIU
Janus Henderson Investors US
Colorado
+$9.59M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$7.29M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$18M
2
Millennium Management
Millennium Management
New York
-$16.1M
3
KCM
Kornitzer Capital Management
Kansas
-$15.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$9.71M
5
LSC
Lyon Street Capital
California
-$5.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
101
Prudential Financial
New Jersey
$208K +$208K +7,654 New
SEI Investments
102
SEI Investments
Pennsylvania
$193K -$67K -2,459 -26%
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$128K +$34.5K +1,267 +37%
SG Americas Securities
104
SG Americas Securities
New York
$114K +$114K +4,181 New
BlackRock
105
BlackRock
New York
$111K +$77.7K +2,865 +233%
OP
106
Osmium Partners
California
$82K +$82K +3,000 New
Canada Life
107
Canada Life
Manitoba, Canada
$81K – – –
Simplex Trading
108
Simplex Trading
Illinois
$51K +$51K +1,898 New
Creative Planning
109
Creative Planning
Kansas
$40K – – –
EMG
110
ETF Managers Group
New Jersey
$36K +$36K +1,109 New
CG
111
Cutler Group
California
$26K -$13.2K -497 -34%
DADC
112
D.A. Davidson & Co
Montana
$21K +$4.64K +176 +28%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$20K – – –
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$20K +$20K +740 New
IPC
115
Independent Portfolio Consultants
Florida
$12K +$12K +425 New
WAM
116
Wealthspire Advisors (Maryland)
Maryland
$11K – – –
MFS
117
MSI Financial Services
Massachusetts
$8K +$7.68K +265 +2,409%
Geode Capital Management
118
Geode Capital Management
Massachusetts
$6.53K +$347 +12,758 +6%
CCM
119
Cupps Capital Management
Illinois
$6K -$3.63M -146,885 -100%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$4K -$889 -34 -18%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
GWM
122
Gupta Wealth Management
California
$4K +$4K +156 New
CPIG
123
Chicago Partners Investment Group
Illinois
$2K – – –
Nuveen Asset Management
124
Nuveen Asset Management
Illinois
$1.21K +$1.21K +44,390 New
LWM
125
Lenox Wealth Management
Ohio
$1K – – –
3 4
5
6 7