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ENV

ENVESTNET, INC.

Delisted

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

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

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

37% more capital invested

Capital invested by funds: $2.21B → $3.04B (+$823M)

24% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $8.49M

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

9% more funds holding

Funds holding: 209228 (+19)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
84
Reduced
73
Closed
16
Calls
$10.5M
Puts
$8.49M
Net Calls
+$2.03M
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
151
LPL Financial
California
$410K +$54.9K +954 +18%
PM
152
Parametrica Management
Hong Kong
$403K +$93.9K +1,632 +36%
SB
153
Simmons Bank
Arkansas
$397K +$66.2K +1,150 +23%
CANY
154
Caxton Associates (New York)
New York
$380K +$335K +5,812 New
RC
155
Roundview Capital
New Jersey
$376K +$331K +5,750 New
VHAM
156
Van Hulzen Asset Management
California
$369K +$5.35K +93 +2%
HSBC Holdings
157
HSBC Holdings
United Kingdom
$354K +$311K +5,402 New
MSL
158
Mackay Shields LLC
New York
$320K -$5.76K -100 -2%
ARTA
159
A.R.T. Advisors
New York
$320K +$282K +4,892 New
GCA
160
Greenwood Capital Associates
South Carolina
$319K -$5.41K -94 -2%
ProShare Advisors
161
ProShare Advisors
Maryland
$318K +$9.04K +157 +3%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$316K
GC
163
Globeflex Capital
California
$308K -$804K -13,960 -75%
QT
164
Quantamental Technologies
New York
$276K +$242K +4,200 +16,154%
KeyBank National Association
165
KeyBank National Association
Ohio
$275K +$242K +4,207 New
AWM
166
Avior Wealth Management
Nebraska
$266K +$82.3K +1,430 +54%
ZB
167
Zions Bancorporation
Utah
$259K +$18.7K +324 +9%
DP
168
DSAM Partners
United Kingdom
$259K +$228K +3,960 New
Wolverine Trading
169
Wolverine Trading
Illinois
$259K +$228K +3,960 New
RJFSA
170
Raymond James Financial Services Advisors
Florida
$254K +$224K +3,891 New
AIP
171
Ameritas Investment Partners
Nebraska
$247K
AG
172
Aperio Group
California
$236K +$207K +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
JMPWA
175
JP Morgan Private Wealth Advisors
California
$226K +$199K +3,461 New

ENV Hedge Fund Activity: Q1 2019 in Review

228 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2019, worth a combined $3.04B — up 37% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ENV positions and 16 closed out — a net gain of 21 holders — while 84 added to existing stakes and 73 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $27.3M. The largest seller was Impax Asset Management Group, cutting an estimated $8.55M.

  • 228 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2019, up from 209 in Q4 2018.
  • Funds reported $3.04B of ENVESTNET, INC. stock for Q1 2019, up 37% quarter-over-quarter.
  • 37 funds opened new ENVESTNET, INC. positions in Q1 2019 and 16 closed out, a net change of +21 holders.
  • The largest ENVESTNET, INC. buyer in Q1 2019 was TimesSquare Capital Management, an estimated $27.3M added.
  • The largest ENVESTNET, INC. seller in Q1 2019 was Impax Asset Management Group, an estimated $8.55M sold.

Based on aggregated 13F filings for Q1 2019.