ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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225 hedge funds and large institutions have $2.51B invested in ENVESTNET, INC. in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-3
Holders Change %
-1.32%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
28
Increased
73
Reduced
91
Closed
30
Calls
$6.94M
Puts
$16.4M
Net Calls
-$9.45M
Net Calls Change
+$18.9M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$22.4M
2
VBA
Van Berkom & Associates
Quebec, Canada
+$19.3M
3
NSGL
No Street GP LP
California
+$13.9M
4
P2P
Phase 2 Partners
California
+$13M
5
Millennium Management
Millennium Management
New York
+$12.4M

Top Sellers

1
AI
Advent International
Massachusetts
-$112M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$19.8M
3
SBH
Segall Bryant & Hamill
Illinois
-$12.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$709K -$71.1K -1,615 -9%
VF
127
Vista Finance
Missouri
$704K – – –
Capstone Investment Advisors
128
Capstone Investment Advisors
New York
$688K +$426K +9,665 +162%
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$656K -$167K -3,800 -20%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$630K +$3.52K +80 +0.6%
LSERS
131
Louisiana State Employees Retirement System
Louisiana
$621K -$79.3K -1,800 -11%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$611K -$79.3K -1,800 -11%
Mariner
133
Mariner
Kansas
$590K -$11.5K -262 -2%
LOIM
134
Liberty One Investment Management
Illinois
$577K -$2.64K -60 -0.5%
AI
135
Atom Investors
Texas
$570K +$138K +3,131 +32%
GCA
136
Greenwood Capital Associates
South Carolina
$566K -$4.62K -105 -0.8%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$547K -$71.1K -1,616 -12%
JF
138
Jump Financial
Illinois
$530K +$530K +12,034 New
AIMC
139
Alley Investment Management Company
Illinois
$528K – – –
SOMRS
140
State of Michigan Retirement System
Michigan
$523K -$66K -1,500 -11%
ASRS
141
Arizona State Retirement System
Arizona
$511K +$10.4K +237 +2%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$507K +$1.15K +26 +0.2%
OQS
143
Occudo Quantitative Strategies
Florida
$505K +$18.8K +427 +4%
NMERB
144
New Mexico Educational Retirement Board
New Mexico
$498K – – –
MML Investors Services
145
MML Investors Services
Massachusetts
$485K +$86.6K +1,968 +22%
NMIMC
146
Northwestern Mutual Investment Management Company
Wisconsin
$485K -$47.8K -1,085 -9%
COPPSERS
147
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$442K -$715K -16,249 -62%
Victory Capital Management
148
Victory Capital Management
Texas
$436K +$45.6K +1,035 +12%
First Trust Advisors
149
First Trust Advisors
Illinois
$433K +$40.9K +928 +10%
QT
150
Quantbot Technologies
New York
$420K +$420K +9,529 New
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