ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

Back to rankings

239 hedge funds and large institutions have $3.99B invested in ENVESTNET, INC. in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 99 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-47
Holders Change %
-16.43%
% of All Funds
4.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
91
Reduced
99
Closed
64
Calls
$5.28M
Puts
$2.83M
Net Calls
+$2.45M
Net Calls Change
+$2.24M

Top Buyers

1
ESCM
Echo Street Capital Management
New York
+$121M
2
Bank of America
Bank of America
North Carolina
+$105M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59.1M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$54.9M
5
Ameriprise
Ameriprise
Minnesota
+$51.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$99.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$83.2M
3
American Century Companies
American Century Companies
Missouri
-$58.8M
4
Victory Capital Management
Victory Capital Management
Texas
-$47.4M
5
WRF
Waddell & Reed Financial
Kansas
-$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
151
Royce & Associates
New York
$433K -$108K -1,500 -20%
QCM
152
Quantinno Capital Management
New York
$424K – – –
RCM
153
Radnor Capital Management
Pennsylvania
$410K +$7.23K +100 +2%
Verition Fund Management
154
Verition Fund Management
Connecticut
$409K +$121K +1,679 +42%
PP
155
Paloma Partners
Connecticut
$406K +$38.6K +535 +11%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$400K -$35.6K -492 -8%
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$391K -$262K -3,625 -40%
II
158
Inspire Investing
Idaho
$388K +$52.4K +726 +16%
VHAM
159
Van Hulzen Asset Management
California
$386K +$8.45K +117 +2%
FWM
160
Frontier Wealth Management
Missouri
$386K +$28.9K +400 +8%
MCIA
161
Mountain Capital Investment Advisors
Colorado
$379K +$81.9K +1,101 +28%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$373K +$35.7K +494 +11%
Jane Street
163
Jane Street
New York
$339K -$1.23M -17,032 -78%
CFB
164
Cullen/Frost Bankers
Texas
$330K -$3.97K -55 -1%
SI
165
Stephens Inc
Arkansas
$326K +$10.8K +150 +3%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$325K -$7.21K -100 -2%
ZB
167
Zions Bancorporation
Utah
$321K +$795 +11 +0.2%
TRCT
168
Tower Research Capital (TRC)
New York
$312K -$751K -10,395 -71%
AIP
169
Ameritas Investment Partners
Nebraska
$312K -$14.9K -206 -5%
AAM
170
Azzad Asset Management
Virginia
$311K +$11K +152 +4%
PAMU
171
Pictet Asset Management (UK)
United Kingdom
$311K – – –
HSBC Holdings
172
HSBC Holdings
United Kingdom
$310K -$218K -3,019 -41%
AC
173
Athanor Capital
New York
$294K -$323K -4,469 -52%
DT
174
Diversified Trust
Tennessee
$294K +$57.7K +800 +24%
KWM
175
Keebeck Wealth Management
Illinois
$290K -$14.4K -200 -5%
5 6
7
8 9