ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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145 hedge funds and large institutions have $1.68B invested in ENVESTNET, INC. in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 39 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-12
Holders Change %
-7.64%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
15
Increased
72
Reduced
39
Closed
26
Calls
$3.87M
Puts
$2.81M
Net Calls
+$1.07M
Net Calls Change
+$1.91M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$135M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$17.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$16.9M
4
AI
Advent International
Massachusetts
+$10.8M
5
O
OppenheimerFunds
New York
+$8.94M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$84.7M
2
Wells Fargo
Wells Fargo
California
-$22.6M
3
Franklin Resources
Franklin Resources
California
-$14.2M
4
TCM
TimesSquare Capital Management
New York
-$7.59M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K -$1.58K -40 -1%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$104K +$83.3K +2,117 +403%
EMG
128
ETF Managers Group
New Jersey
$94K +$94K +2,377 New
SEI Investments
129
SEI Investments
Pennsylvania
$91K +$28.5K +718 +46%
Barclays
130
Barclays
United Kingdom
$77K -$534K -13,495 -87%
CG
131
Cutler Group
California
$77K +$77K +1,951 New
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$47K +$11.2K +285 +31%
OIA
133
OneDigital Investment Advisors
Kansas
$29K +$29K +735 New
EFSCE
134
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$17K +429 New
Creative Planning
135
Creative Planning
Kansas
$13K -$6.26K -156 -33%
PCM
136
Penserra Capital Management
California
$12K +$12K +314 New
GWM
137
Geneos Wealth Management
Colorado
$11K – – –
IA
138
IFP Advisors
Florida
$11K – – –
WAM
139
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
AG
140
Advisor Group
Arizona
$10K +$4K +100 +67%
BFEC
141
Benjamin F. Edwards & Company
Missouri
$7K – – –
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$6K – – –
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
Walleye Trading
144
Walleye Trading
New York
$2.09K +$343 +8,654 +20%
LTFS
145
Ladenburg Thalmann Financial Services
Florida
$1K -$74 -2 -7%
Wellington Management Group
146
Wellington Management Group
Massachusetts
– -$84.7M -2,622,447 Closed
HIM
147
Hanlon Investment Management
New Jersey
– -$2.91M -90,000 Closed
HHC
148
Hutchin Hill Capital
New York
– -$2.56M -79,153 Closed
PP
149
Paloma Partners
Connecticut
– -$1.51M -46,789 Closed
TI
150
Trexquant Investment
Connecticut
– -$1.49M -46,014 Closed
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