ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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152 hedge funds and large institutions have $1.54B invested in ENVESTNET, INC. in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+12
Holders Change %
+8.57%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
29
Increased
45
Reduced
53
Closed
16
Calls
$1.85M
Puts
$250K
Net Calls
+$1.6M
Net Calls Change
-$1.09M

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$15.6M
2
TCGI
Three Corner Global Investors
New York
+$14.1M
3
OMC
Oasis Management Company
Cayman Islands
+$13.3M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$9.66M
5
TCM
TimesSquare Capital Management
New York
+$9.14M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.7M
2
Wells Fargo
Wells Fargo
California
-$12.5M
3
Northern Trust
Northern Trust
Illinois
-$7.87M
4
SCA
Summit Creek Advisors
Minnesota
-$3.61M
5
Marshall Wace
Marshall Wace
United Kingdom
-$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$141K -$4.06K -115 -3%
BC
127
Blueport Capital
Texas
$130K +$130K +3,680 New
BlackRock
128
BlackRock
New York
$119K -$15.6K -444 -12%
EMG
129
ETF Managers Group
New Jersey
$73K -$2.08K -58 -3%
DADC
130
D.A. Davidson & Co
Montana
$68K +$4.97K +141 +8%
SEI Investments
131
SEI Investments
Pennsylvania
$53K -$2.33K -66 -4%
MCM
132
McKinley Capital Management
Alaska
$48K +$48K +1,360 New
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$47.6K -$74K -2,099 -61%
GXMC
134
Global X Management Company
New York
$42K – – –
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$32K – – –
FPFS
136
First Personal Financial Services
North Carolina
$23K +$23K +659 New
IPC
137
Independent Portfolio Consultants
Florida
$14K +$2.1K +60 +18%
Bessemer Group
138
Bessemer Group
New Jersey
$12K +$12K +315 New
Creative Planning
139
Creative Planning
Kansas
$11K -$8.79K -259 -44%
IA
140
IFP Advisors
Florida
$10K – – –
GWM
141
Geneos Wealth Management
Colorado
$10K – – –
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$9K -$6.8K -185 -43%
RBC
143
Roble Belko & Company
Pennsylvania
$9K +$9K +262 New
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +189 New
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$6K – – –
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
AG
147
Advisor Group
Arizona
$5K -$833 -25 -14%
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$4K +$822 +22 +26%
CPIG
149
Chicago Partners Investment Group
Illinois
$2K – – –
KLI
150
Kelman-Lazarov Inc
Tennessee
$1.83K – – –
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