ENV

ENVESTNET, INC.

Delisted

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

233 hedge funds and large institutions have $3.47B invested in ENVESTNET, INC. in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+14
Holders Change %
+6.39%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
43
Increased
74
Reduced
77
Closed
27
Calls
$4.96M
Puts
$14.5M
Net Calls
-$9.51M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
151
Argent Capital Management
Missouri
$367K +$46.7K +806 +15%
HCA
152
Harbor Capital Advisors
Illinois
$359K +$359K +6,207 New
SOW
153
State of Wyoming
Wyoming
$357K +$30.5K +526 +9%
RA
154
Royce & Associates
New York
$347K
PAS
155
Park Avenue Securities
New York
$344K -$30.6K -528 -8%
GPA
156
Garrison Point Advisors
California
$337K +$337K +5,827 New
SI
157
Stephens Inc
Arkansas
$335K +$1.74K +30 +0.5%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$319K
AIP
159
Ameritas Investment Partners
Nebraska
$301K
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$294K -$66.2K -1,142 -18%
N
161
Natixis
France
$276K +$31.5K +544 +13%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$249K
MFIM
163
Mesirow Financial Investment Management
Illinois
$238K +$238K +4,108 New
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$235K -$746K -12,874 -76%
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$228K +$228K +3,938 New
CGH
166
Crossmark Global Holdings
Texas
$228K +$228K +3,941 New
Pathstone Holdings
167
Pathstone Holdings
New Jersey
$224K +$224K +3,866 New
CA
168
Cetera Advisors
Colorado
$222K +$222K +3,832 New
PAS
169
Point72 Asia (Singapore)
Singapore
$219K +$219K +3,778 New
CIBC Asset Management
170
CIBC Asset Management
Ontario, Canada
$215K +$215K +3,714 New
SAM
171
S.A. Mason
Michigan
$214K -$197K -3,400 -48%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$181K -$106K -1,854 -37%
SG Americas Securities
173
SG Americas Securities
New York
$168K +$168K +2,898 New
PS
174
Principal Securities
Iowa
$153K +$138K +2,380 +912%
MLICM
175
Metropolitan Life Insurance Company (MetLife)
New York
$151K -$15.9K -275 -10%