ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

Back to rankings

135 hedge funds and large institutions have $1.44B invested in ENVESTNET, INC. in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+6
Holders Change %
+4.65%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
58
Reduced
34
Closed
12
Calls
$1.12M
Puts
$1.41M
Net Calls
-$291K
Net Calls Change
-$237K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$40.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$16.3M
3
VBA
Van Berkom & Associates
Quebec, Canada
+$11.9M
4
Franklin Resources
Franklin Resources
California
+$9.2M
5
TAM
Tiverton Asset Management
Delaware
+$7.78M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$30.2M
2
TCM
TimesSquare Capital Management
New York
-$18.7M
3
MNA
Manning & Napier Advisors
New York
-$16.2M
4
FCM
Frontier Capital Management
Massachusetts
-$11M
5
TCGI
Three Corner Global Investors
New York
-$9.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
126
SEI Investments
Pennsylvania
$8K -$214K -6,832 -96%
Creative Planning
127
Creative Planning
Kansas
$6K -$47K -1,315 -89%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$5K -$33 -1 -0.7%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
AG
130
Advisor Group
Arizona
$5K +$5K +175 New
CPIG
131
Chicago Partners Investment Group
Illinois
$2K – – –
KLI
132
Kelman-Lazarov Inc
Tennessee
$1.78K – – –
FNBT
133
FineMark National Bank & Trust
Florida
$1K – – –
MNA
134
Manning & Napier Advisors
New York
– -$16.2M -596,370 Closed
FCM
135
Frontier Capital Management
Massachusetts
– -$11M -404,745 Closed
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
– -$778K -28,609 Closed
SIP
137
Stoneridge Investment Partners
Pennsylvania
– -$769K -28,255 Closed
JPMPWA
138
J.P. Morgan Private Wealth Advisors
California
– -$352K -12,941 Closed
SCM
139
Stonebridge Capital Management
California
– -$238K -8,750 Closed
Prudential Financial
140
Prudential Financial
New Jersey
– -$208K -7,654 Closed
SG Americas Securities
141
SG Americas Securities
New York
– -$114K -4,181 Closed
OP
142
Osmium Partners
California
– -$82K -3,000 Closed
CG
143
Cutler Group
California
– -$26K -982 Closed
CCM
144
Cupps Capital Management
Illinois
– -$6K -243 Closed
LWM
145
Lenox Wealth Management
Ohio
– -$1K -32 Closed
2 3 4 5
6