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ENV

ENVESTNET, INC.

Delisted

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

215 hedge funds and large institutions have $2.76B invested in ENVESTNET, INC. in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $3.49M | Put options by funds: $2.46M

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $2.44B → $2.76B (+$327M)

1% more funds holding

Funds holding: 213215 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 74

Holders
215
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
4.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
74
Reduced
74
Closed
26
Calls
$3.49M
Puts
$2.46M
Net Calls
+$1.03M
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
126
Blueport Capital
Texas
$666K +$111K +1,828 +20%
GAM
127
Gotham Asset Management
New York
$657K -$1.56M -25,760 -71%
WMC
128
Westwood Management Corporation
Illinois
$628K +$623K +10,300 New
SI
129
Stephens Inc
Arkansas
$572K +$568K +9,388 New
Wellington Management Group
130
Wellington Management Group
Massachusetts
$570K
SSWM
131
Sheets Smith Wealth Management
North Carolina
$539K +$534K +8,839 New
XK
132
Xact Kapitalforvaltning
Sweden
$526K
RCM
133
Radnor Capital Management
Pennsylvania
$513K
Balyasny Asset Management
134
Balyasny Asset Management
Illinois
$502K +$498K +8,230 New
BCM
135
Brown Capital Management
Maryland
$495K +$491K +8,121 New
FBA
136
Front Barnett Associates
Illinois
$488K
GFPC
137
Global Financial Private Capital
Florida
$443K -$7.98K -132 -2%
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$435K +$431K +7,135 New
ARTA
139
A.R.T. Advisors
New York
$432K +$429K +7,100 New
USAA
140
United Services Automobile Association
Texas
$413K -$38.6K -638 -9%
RG
141
Renaissance Group
Kentucky
$370K +$367K +6,074 New
RA
142
Royce & Associates
New York
$366K
Citigroup
143
Citigroup
New York
$361K -$307K -5,070 -46%
SB
144
Simmons Bank
Arkansas
$332K +$14.5K +240 +5%
ProShare Advisors
145
ProShare Advisors
Maryland
$329K -$25.1K -415 -7%
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$324K -$222K -3,665 -41%
Canada Life
147
Canada Life
Manitoba, Canada
$323K
MML Investors Services
148
MML Investors Services
Massachusetts
$319K +$317K +5,241 New
LPL Financial
149
LPL Financial
California
$297K -$2.36K -39 -0.8%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$294K

ENV Hedge Fund Activity: Q3 2018 in Review

215 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q3 2018, worth a combined $2.76B — up 13% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ENV positions and 26 closed out — a net gain of 5 holders — while 74 added to existing stakes and 74 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $23.9M. The largest seller was Renaissance Technologies, cutting an estimated $26.7M.

  • 215 institutional investors held ENVESTNET, INC. (ENV) as of Q3 2018, up from 213 in Q2 2018.
  • Funds reported $2.76B of ENVESTNET, INC. stock for Q3 2018, up 13% quarter-over-quarter.
  • 31 funds opened new ENVESTNET, INC. positions in Q3 2018 and 26 closed out, a net change of +5 holders.
  • The largest ENVESTNET, INC. buyer in Q3 2018 was Champlain Investment Partners, an estimated $23.9M added.
  • The largest ENVESTNET, INC. seller in Q3 2018 was Renaissance Technologies, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2018.