ENV

ENVESTNET, INC.

Delisted

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

213 hedge funds and large institutions have $2.44B invested in ENVESTNET, INC. in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+10
Holders Change %
+4.93%
% of All Funds
4.88%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
40
Increased
81
Reduced
56
Closed
27
Calls
$5.8M
Puts
$3.6M
Net Calls
+$2.19M
Net Calls Change
-$17M
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
151
LPL Financial
California
$270K -$605 -11 -0.2%
GCA
152
Greenwood Capital Associates
South Carolina
$266K +$57.7K +1,049 +28%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$265K
SEI Investments
154
SEI Investments
Pennsylvania
$254K +$25.1K +455 +11%
KeyBank National Association
155
KeyBank National Association
Ohio
$236K +$236K +4,296 New
RJFSA
156
Raymond James Financial Services Advisors
Florida
$224K -$3.52K -64 -2%
CG
157
Cutler Group
California
$215K -$56.7K -1,035 -21%
DADC
158
D.A. Davidson & Co
Montana
$213K +$213K +3,880 New
AIP
159
Ameritas Investment Partners
Nebraska
$208K
ZB
160
Zions Bancorporation
Utah
$207K +$207K +3,768 New
UCFA
161
United Capital Financial Advisors
Texas
$204K +$204K +3,711 New
AWM
162
Avior Wealth Management
Nebraska
$203K +$203K +3,700 New
PVH
163
Psagot Value Holdings
Israel
$198K
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$193K
GT
165
Glenmede Trust
Pennsylvania
$172K
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$153K
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$147K -$361K -6,576 -71%
MCM
168
McKinley Capital Management
Alaska
$125K +$10.6K +194 +9%
SO
169
STRS Ohio
Ohio
$104K +$10.9K +200 +12%
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.6K +$99.6K +1,812 New
TRCT
171
Tower Research Capital (TRC)
New York
$89K +$31.4K +575 +55%
PCG
172
Private Capital Group
Connecticut
$82K
OWA
173
One Wealth Advisors
California
$71K
Lazard Asset Management
174
Lazard Asset Management
New York
$70K +$70K +1,290 New
HNB
175
Huntington National Bank
Ohio
$67K -$26.1K -473 -28%