ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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225 hedge funds and large institutions have $2.51B invested in ENVESTNET, INC. in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-3
Holders Change %
-1.32%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
28
Increased
73
Reduced
91
Closed
30
Calls
$6.94M
Puts
$16.4M
Net Calls
-$9.45M
Net Calls Change
+$18.9M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$22.4M
2
VBA
Van Berkom & Associates
Quebec, Canada
+$19.3M
3
NSGL
No Street GP LP
California
+$13.9M
4
P2P
Phase 2 Partners
California
+$13M
5
Millennium Management
Millennium Management
New York
+$12.4M

Top Sellers

1
AI
Advent International
Massachusetts
-$112M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$19.8M
3
SBH
Segall Bryant & Hamill
Illinois
-$12.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
151
ProShare Advisors
Maryland
$405K -$22.3K -506 -5%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$395K -$2.27M -51,510 -85%
PTC
153
Petrus Trust Company
Texas
$394K +$394K +8,945 New
Corient Private Wealth
154
Corient Private Wealth
Florida
$380K +$97.6K +2,216 +35%
New York State Teachers Retirement System (NYSTRS)
155
New York State Teachers Retirement System (NYSTRS)
New York
$370K -$44K -1,000 -11%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$341K – – –
IIC
157
Integrated Investment Consultants
Michigan
$323K +$1.28K +29 +0.4%
SAM
158
S.A. Mason
Michigan
$321K -$8.81K -200 -3%
X
159
Xponance
Pennsylvania
$316K -$24.7K -560 -7%
FC
160
FORA Capital
Florida
$313K +$313K +7,104 New
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$311K +$311K +7,052 New
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$305K – – –
TRCT
163
Tower Research Capital (TRC)
New York
$299K +$128K +2,915 +75%
XT
164
XTX Topco
Cayman Islands
$288K +$130K +2,953 +82%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$278K -$66.6K -1,510 -19%
SI
166
Stephens Inc
Arkansas
$278K +$15.8K +359 +6%
AP
167
AtonRa Partners
Switzerland
$270K -$65.8K -1,495 -20%
Citigroup
168
Citigroup
New York
$269K -$634K -14,409 -70%
RA
169
Royce & Associates
New York
$264K – – –
SOADOR
170
State of Alaska Department of Revenue
Alaska
$261K -$35.4K -805 -12%
FBA
171
Front Barnett Associates
Illinois
$260K – – –
PA
172
Procyon Advisors
Connecticut
$253K +$59.4K +1,349 +31%
Prudential Financial
173
Prudential Financial
New Jersey
$249K -$11.3K -256 -4%
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$243K +$243K +5,510 New
ACM
175
Argent Capital Management
Missouri
$228K +$56.1K +1,274 +33%
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