ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
209 hedge funds and large institutions have $2.21B invested in ENVESTNET, INC. in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 81 reducing their positions, and 33 closing their positions.
59% more call options, than puts
Call options by funds: $3.2M | Put options by funds: $2.02M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
3% less funds holding
Funds holding: 215 → 209 (-6)
15% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 33
20% less capital invested
Capital invested by funds: $2.76B → $2.21B (-$549M)
23% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$36.6M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$12.8M |
| 3 |
Axa
Paris,
France
|
+$11.3M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
+$8.73M |
| 5 |
BlackRock
New York
|
+$8.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$19.8M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$11.1M |
| 3 |
Millennium Management
New York
|
-$10.5M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$9.44M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$9.26M |
ENV Hedge Fund Activity: Q4 2018 in Review
209 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q4 2018, worth a combined $2.21B — down 20% from $2.76B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of ENV and 28 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 62 added.
The largest buyer was Select Equity Group, opening a new position worth an estimated $36.6M. The largest seller was Amundi Asset Management US, cutting an estimated $19.8M.
- 209 institutional investors held ENVESTNET, INC. (ENV) as of Q4 2018, down from 215 in Q3 2018.
- Funds reported $2.21B of ENVESTNET, INC. stock for Q4 2018, down 20% quarter-over-quarter.
- 28 funds opened new ENVESTNET, INC. positions in Q4 2018 and 33 closed out, a net change of -5 holders.
- The largest ENVESTNET, INC. buyer in Q4 2018 was Select Equity Group, an estimated $36.6M added.
- The largest ENVESTNET, INC. seller in Q4 2018 was Amundi Asset Management US, an estimated $19.8M sold.
Based on aggregated 13F filings for Q4 2018.