ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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170 hedge funds and large institutions have $2.16B invested in ENVESTNET, INC. in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+25
Holders Change %
+17.24%
% of All Funds
4.24%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.17%
New
39
Increased
57
Reduced
42
Closed
12
Calls
$8.52M
Puts
$2.72M
Net Calls
+$5.79M
Net Calls Change
+$4.73M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$33.2M
2
Victory Capital Management
Victory Capital Management
Texas
+$30.1M
3
ACM
Atlanta Capital Management
Georgia
+$22.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.2M
5
CM
Castleark Management
Illinois
+$10.1M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$55M
2
CIP
Champlain Investment Partners
Vermont
-$38.9M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$17.6M
4
Millennium Management
Millennium Management
New York
-$16.7M
5
VBA
Van Berkom & Associates
Quebec, Canada
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$153K -$12.2K -239 -7%
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$138K +$3.51K +69 +3%
GT
153
Glenmede Trust
Pennsylvania
$124K +$124K +2,450 New
Citigroup
154
Citigroup
New York
$107K -$960K -18,756 -90%
HNB
155
Huntington National Bank
Ohio
$70K +$70K +1,375 New
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$61K – – –
Barclays
157
Barclays
United Kingdom
$58K -$42.1K -818 -42%
SO
158
STRS Ohio
Ohio
$35K +$35K +700 New
AG
159
Advisor Group
Arizona
$26K +$13.1K +253 +101%
EFSCE
160
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$18K +$10.2K +200 +132%
GWM
162
Geneos Wealth Management
Colorado
$15K – – –
IA
163
IFP Advisors
Florida
$14K – – –
PCM
164
Penserra Capital Management
California
$13K -$2.29K -47 -15%
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$13K +$750 +15 +6%
BFEC
166
Benjamin F. Edwards & Company
Missouri
$9K – – –
CCS
167
Crosspoint Capital Strategies
California
$9K +$9K +185 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
LTFS
169
Ladenburg Thalmann Financial Services
Florida
$4K +$2.48K +44 +163%
VFA
170
Valeo Financial Advisors
Indiana
$1K +$1K +20 New
CIP
171
Champlain Investment Partners
Vermont
– -$38.9M -981,184 Closed
PFMOSF
172
Philadelphia Financial Management of San Francisco
California
– -$17.6M -445,050 Closed
MWNA
173
Marshall Wace North America
New York
– -$2.59M -64,674 Closed
Walleye Trading
174
Walleye Trading
New York
– -$2.09K -52,664 Closed
Group One Trading
175
Group One Trading
Illinois
– -$376K -9,500 Closed
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