ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
273 hedge funds and large institutions have $4.41B invested in ENVESTNET, INC. in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 24 closing their positions.
75% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 24
15% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 87
13% more capital invested
Capital invested by funds: $3.89B → $4.41B (+$515M)
7% more funds holding
Funds holding: 256 → 273 (+17)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
29% less call options, than puts
Call options by funds: $3.21M | Put options by funds: $4.49M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$173M |
| 2 |
JCM
Junto Capital Management
New York
|
+$54.4M |
| 3 |
AI
Advent International
Boston,
Massachusetts
|
+$54.1M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$51.9M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$31.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$20.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.8M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$9.59M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$8.54M |
ENV Hedge Fund Activity: Q3 2020 in Review
273 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q3 2020, worth a combined $4.41B — up 13% from $3.89B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new ENV positions and 24 closed out — a net gain of 18 holders — while 100 added to existing stakes and 87 trimmed.
The largest buyer was BlackRock, adding an estimated $173M. The largest seller was Champlain Investment Partners, cutting an estimated $31.4M.
- 273 institutional investors held ENVESTNET, INC. (ENV) as of Q3 2020, up from 256 in Q2 2020.
- Funds reported $4.41B of ENVESTNET, INC. stock for Q3 2020, up 13% quarter-over-quarter.
- 42 funds opened new ENVESTNET, INC. positions in Q3 2020 and 24 closed out, a net change of +18 holders.
- The largest ENVESTNET, INC. buyer in Q3 2020 was BlackRock, an estimated $173M added.
- The largest ENVESTNET, INC. seller in Q3 2020 was Champlain Investment Partners, an estimated $31.4M sold.
Based on aggregated 13F filings for Q3 2020.