ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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157 hedge funds and large institutions have $1.4B invested in ENVESTNET, INC. in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
52
Reduced
39
Closed
21
Calls
$2.28M
Puts
$3.12M
Net Calls
-$847K
Net Calls Change
-$2.45M

Top Buyers

1
BlackRock
BlackRock
New York
+$83.3M
2
ORI
Oak Ridge Investments
Illinois
+$20.9M
3
VBA
Van Berkom & Associates
Quebec, Canada
+$9.8M
4
O
OppenheimerFunds
New York
+$9.44M
5
TCM
TimesSquare Capital Management
New York
+$8.91M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$51M
2
OMC
Oasis Management Company
Cayman Islands
-$13.3M
3
WA
Wasatch Advisors
Utah
-$12.6M
4
Wells Fargo
Wells Fargo
California
-$12M
5
GIP
Granite Investment Partners
California
-$9.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$6K +$6K +175 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$5K – – –
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
AG
154
Advisor Group
Arizona
$5K – – –
Walleye Trading
155
Walleye Trading
New York
$1.42K +$1.42K +44,010 New
Bessemer Group
156
Bessemer Group
New Jersey
$1K -$6.16K -271 -86%
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$1K -$2.69K -78 -73%
OMC
158
Oasis Management Company
Cayman Islands
– -$13.3M -378,035 Closed
GIP
159
Granite Investment Partners
California
– -$9.92M -281,315 Closed
William Blair Investment Management
160
William Blair Investment Management
Illinois
– -$6.52M -184,984 Closed
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
– -$2.4M -68,089 Closed
SG Americas Securities
162
SG Americas Securities
New York
– -$1.58M -44,883 Closed
Allianz Asset Management
163
Allianz Asset Management
Germany
– -$1.52M -43,206 Closed
CIA
164
Capital Impact Advisors
Massachusetts
– -$1.14M -32,275 Closed
SB
165
Suntrust Banks
Georgia
– -$395K -11,227 Closed
HSBC Holdings
166
HSBC Holdings
United Kingdom
– -$283K -8,023 Closed
CG
167
Cutler Group
California
– -$239K -6,808 Closed
TRCT
168
Tower Research Capital (TRC)
New York
– -$239K -6,793 Closed
ProShare Advisors
169
ProShare Advisors
Maryland
– -$235K -6,656 Closed
ACI
170
AMP Capital Investors
Australia
– -$220K -6,200 Closed
TA
171
Tiedemann Advisors
New York
– -$216K -6,126 Closed
Principal Financial Group
172
Principal Financial Group
Iowa
– -$204K -5,799 Closed
FPFS
173
First Personal Financial Services
North Carolina
– -$23K -659 Closed
IPC
174
Independent Portfolio Consultants
Florida
– -$14K -400 Closed
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
– -$7K -189 Closed
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