ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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228 hedge funds and large institutions have $3.04B invested in ENVESTNET, INC. in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
84
Reduced
73
Closed
16
Calls
$10.5M
Puts
$8.5M
Net Calls
+$2.03M
Net Calls Change
+$849K

Top Buyers

1
TCM
TimesSquare Capital Management
New York
+$31M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$14.4M
3
EVM
Eaton Vance Management
Massachusetts
+$12.3M
4
CIP
Champlain Investment Partners
Vermont
+$8.74M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$8.42M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$9.72M
2
Victory Capital Management
Victory Capital Management
Texas
-$6.17M
3
Wells Fargo
Wells Fargo
California
-$5.46M
4
ESCM
Echo Street Capital Management
New York
-$5.17M
5
American Century Companies
American Century Companies
Missouri
-$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
151
LPL Financial
California
$410K +$63K +954 +18%
PM
152
Parametrica Management
Hong Kong
$403K +$107K +1,632 +36%
SB
153
Simmons Bank
Arkansas
$397K +$75.3K +1,150 +23%
CANY
154
Caxton Associates (New York)
New York
$380K +$380K +5,812 New
RC
155
Roundview Capital
New Jersey
$376K +$376K +5,750 New
VHAM
156
Van Hulzen Asset Management
California
$369K +$6.09K +93 +2%
HSBC Holdings
157
HSBC Holdings
United Kingdom
$354K +$354K +5,402 New
MSL
158
Mackay Shields LLC
New York
$320K -$6.53K -100 -2%
ARTA
159
A.R.T. Advisors
New York
$320K +$320K +4,892 New
GCA
160
Greenwood Capital Associates
South Carolina
$319K -$6.15K -94 -2%
ProShare Advisors
161
ProShare Advisors
Maryland
$318K +$10.3K +157 +3%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$316K – – –
GC
163
Globeflex Capital
California
$308K -$914K -13,960 -75%
QT
164
Quantamental Technologies
New York
$276K +$274K +4,200 +16,154%
KeyBank National Association
165
KeyBank National Association
Ohio
$275K +$275K +4,207 New
AWM
166
Avior Wealth Management
Nebraska
$266K +$93.2K +1,430 +54%
ZB
167
Zions Bancorporation
Utah
$259K +$21.2K +324 +9%
DP
168
DSAM Partners
United Kingdom
$259K +$259K +3,960 New
Wolverine Trading
169
Wolverine Trading
Illinois
$259K +$259K +3,960 New
RJFSA
170
Raymond James Financial Services Advisors
Florida
$254K +$254K +3,891 New
AIP
171
Ameritas Investment Partners
Nebraska
$247K – – –
AG
172
Aperio Group
California
$236K +$236K +3,603 New
PVH
173
Psagot Value Holdings
Israel
$235K – – –
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$229K – – –
JPMPWA
175
J.P. Morgan Private Wealth Advisors
California
$226K +$226K +3,461 New
5 6
7
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