ENV

ENVESTNET, INC.

Delisted

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

140 hedge funds and large institutions have $1.25B invested in ENVESTNET, INC. in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+9
Holders Change %
+6.87%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
68
Reduced
32
Closed
16
Calls
$4.28M
Puts
$2.73M
Net Calls
+$1.55M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Shares
Change %
Victory Capital Management
126
Victory Capital Management
Texas
$35K -$1.1K -37 -3%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$22K +$11.3K +384 +106%
DADC
128
D.A. Davidson & Co
Montana
$18K +$871 +30 +5%
WAM
129
Wealthspire Advisors (Maryland)
Maryland
$13K +$13K +420 New
IA
130
IFP Advisors
Florida
$10K +$10K +333 New
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$5K -$1.74M -64,951 -100%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$5K
QCG
133
Quadrant Capital Group
Ohio
$5K +$5K +197 New
CPIG
134
Chicago Partners Investment Group
Illinois
$2K +$2K +66 New
FNBT
135
FineMark National Bank & Trust
Florida
$1K
QI
136
QS Investors
New York
$1K +$1K +10 New
LWM
137
Lenox Wealth Management
Ohio
$1K +$1K +32 New
Manulife (Manufacturers Life Insurance)
138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$768 +$79 +2,656 +12%
RIM
139
Ranger Investment Management
Texas
-$16M -533,390 Closed
CAM
140
Cortina Asset Management
Wisconsin
-$4.31M -143,656 Closed
Bank of Nova Scotia
141
Bank of Nova Scotia
Ontario, Canada
-$3.95M -131,889 Closed
WRF
142
Waddell & Reed Financial
Kansas
-$3.21M -107,200 Closed
TG
143
TCW Group
California
-$2.88M -96,008 Closed
RJA
144
Raymond James & Associates
Florida
-$2.09M -69,706 Closed
GP
145
GLG Partners
United Kingdom
-$1.5M -50,000 Closed
OAC
146
OMERS Administration Corp
Ontario, Canada
-$1.04M -34,700 Closed
PG
147
PEAK6 Group
Illinois
-$396K -13,227 Closed
SG Americas Securities
148
SG Americas Securities
New York
-$324K -10,796 Closed
RG
149
Renaissance Group
Kentucky
-$309K -10,318 Closed
CG
150
Clinton Group
New York
-$254K -8,468 Closed