We are live on ! Find out more
ENV

ENVESTNET, INC.

Delisted

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

239 hedge funds and large institutions have $2.55B invested in ENVESTNET, INC. in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 95 increasing their positions, 79 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $5.75M | Put options by funds: $2.55M

20% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 79

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less funds holding

Funds holding: 257239 (-18)

13% less capital invested

Capital invested by funds: $2.93B → $2.55B (-$385M)

46% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 37

Holders
239
Holders Change
-18
Holders Change %
-7%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
95
Reduced
79
Closed
37
Calls
$5.75M
Puts
$2.55M
Net Calls
+$3.21M
Net Calls Change
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$1.4M -$437K -8,182 -21%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$1.39M -$11.6K -217 -0.7%
CI
103
Cambiar Investors
Colorado
$1.33M +$122K +2,281 +8%
YCM
104
Yousif Capital Management
Michigan
$1.25M -$144K -2,696 -9%
SSA
105
Schonfeld Strategic Advisors
New York
$1.24M +$1.48M +27,814 New
Citigroup
106
Citigroup
New York
$1.2M -$1.13M -21,091 -44%
KCM
107
Kornitzer Capital Management
Kansas
$1.2M
Comerica Bank
108
Comerica Bank
Texas
$1.16M -$21K -393 -2%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$1.12M +$76.8K +1,439 +6%
RJA
110
Raymond James & Associates
Florida
$1.11M -$22.6K -424 -2%
Connor, Clark & Lunn Investment Management (CC&L)
111
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.08M +$720K +13,488 +126%
Stifel Financial
112
Stifel Financial
Missouri
$1.02M +$199K +3,732 +19%
RCG
113
Regatta Capital Group
California
$993K
COPPSERS
114
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$972K +$1.97K +37 +0.2%
Jane Street
115
Jane Street
New York
$964K +$649K +12,165 +127%
UBS Group
116
UBS Group
Switzerland
$920K -$85.4K -1,601 -7%
DA
117
Duality Advisers
Florida
$878K +$1.06M +19,785 New
WVP
118
Worth Venture Partners
New Jersey
$856K -$524K -9,826 -34%
AIP
119
Ameritas Investment Partners
Nebraska
$826K
Man Group
120
Man Group
United Kingdom
$817K +$981K +18,385 New
YIH
121
Y-Intercept (HK)
Hong Kong
$775K +$201K +3,766 +27%
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$716K +$18.6K +349 +2%
VF
123
Vista Finance
Missouri
$710K
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$706K +$117K +2,200 +16%
LPL Financial
125
LPL Financial
California
$705K +$12.1K +226 +1%

ENV Hedge Fund Activity: Q3 2022 in Review

239 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q3 2022, worth a combined $2.55B — down 13% from $2.93B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ENV and 20 opened new positions — a net loss of 17 holders — while 79 trimmed existing stakes and 95 added.

The largest buyer was Janus Henderson Group, adding an estimated $68.3M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $21.4M sold.

  • 239 institutional investors held ENVESTNET, INC. (ENV) as of Q3 2022, down from 257 in Q2 2022.
  • Funds reported $2.55B of ENVESTNET, INC. stock for Q3 2022, down 13% quarter-over-quarter.
  • 20 funds opened new ENVESTNET, INC. positions in Q3 2022 and 37 closed out, a net change of -17 holders.
  • The largest ENVESTNET, INC. buyer in Q3 2022 was Janus Henderson Group, an estimated $68.3M added.
  • The largest ENVESTNET, INC. seller in Q3 2022 was TimesSquare Capital Management, an estimated $21.4M sold.

Based on aggregated 13F filings for Q3 2022.