ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

Back to rankings

131 hedge funds and large institutions have $1.16B invested in ENVESTNET, INC. in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-13
Holders Change %
-9.03%
% of All Funds
3.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
24
Increased
48
Reduced
42
Closed
36
Calls
$2.88M
Puts
$2.74M
Net Calls
+$139K
Net Calls Change
-$827K

Top Buyers

1
WA
Wasatch Advisors
Utah
+$49.1M
2
DDC
DF Dent & Co
Maryland
+$39.1M
3
TCM
TimesSquare Capital Management
New York
+$38.9M
4
JHIU
Janus Henderson Investors US
Colorado
+$29.8M
5
Franklin Resources
Franklin Resources
California
+$27.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$28M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$24.5M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$21.3M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$16M
5
NCGI
Next Century Growth Investors
Minnesota
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
126
Stanford Investment Group
California
$11K +$11K +375 New
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +162 New
Creative Planning
128
Creative Planning
Kansas
$4K +$4K +150 New
FNBT
129
FineMark National Bank & Trust
Florida
$1K – – –
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$692 +$17 +556 +2%
Baird Financial Group
131
Baird Financial Group
Wisconsin
– -$21.3M -527,561 Closed
Loomis, Sayles & Company
132
Loomis, Sayles & Company
Massachusetts
– -$16M -395,284 Closed
NCGI
133
Next Century Growth Investors
Minnesota
– -$14M -346,331 Closed
Luther King Capital Management (LKCM)
134
Luther King Capital Management (LKCM)
Texas
– -$8.96M -221,645 Closed
RA
135
Royce & Associates
New York
– -$8.35M -206,501 Closed
Federated Hermes
136
Federated Hermes
Pennsylvania
– -$8.09M -200,000 Closed
RIM
137
Rainier Investment Management
Washington
– -$7.36M -182,140 Closed
PFMOSF
138
Philadelphia Financial Management of San Francisco
California
– -$7.29M -180,400 Closed
Renaissance Technologies
139
Renaissance Technologies
New York
– -$4.13M -102,200 Closed
Stifel Financial
140
Stifel Financial
Missouri
– -$2.83M -69,944 Closed
CC
141
Crosslink Capital
California
– -$2.56M -63,330 Closed
PRCM
142
Pine River Capital Management
Minnesota
– -$2.09M -51,700 Closed
Alyeska Investment Group
143
Alyeska Investment Group
Illinois
– -$2.02M -50,000 Closed
OAM
144
Oberweis Asset Management
Illinois
– -$1.48M -36,612 Closed
WMC
145
Westwood Management Corporation
Illinois
– -$1.48M -36,500 Closed
Two Sigma Investments
146
Two Sigma Investments
New York
– -$1.47M -36,333 Closed
Macquarie Group
147
Macquarie Group
Australia
– -$1.32M -32,560 Closed
HCM
148
Highbridge Capital Management
New York
– -$1.3M -32,029 Closed
AQR Capital Management
149
AQR Capital Management
Connecticut
– -$1.11M -27,393 Closed
GCP
150
GSA Capital Partners
United Kingdom
– -$959K -23,720 Closed
3 4 5
6
7