ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
170 hedge funds and large institutions have $2.16B invested in ENVESTNET, INC. in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 12 closing their positions.
225% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 12
213% more call options, than puts
Call options by funds: $8.52M | Put options by funds: $2.72M
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
36% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 42
29% more capital invested
Capital invested by funds: $1.68B → $2.16B (+$480M)
17% more funds holding
Funds holding: 145 → 170 (+25)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$27.8M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$25.2M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$19.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.58M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
+$8.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$46.1M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$38.9M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$17.6M |
| 4 |
Millennium Management
New York
|
-$14M |
| 5 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$11.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
176
Gradient Investments
Arden Hills,
Minnesota
| – | -$191K | -4,820 | Closed |
|
177
Simplex Trading
Chicago,
Illinois
| – | -$164K | -3,847 | Closed |
|
|
DADC
178
D.A. Davidson & Co
Great Falls,
Montana
| – | -$130K | -3,286 | Closed |
|
|
EMG
179
ETF Managers Group
Summit,
New Jersey
| – | -$94K | -2,377 | Closed |
|
|
CG
180
Cutler Group
San Francisco,
California
| – | -$83.4K | -1,951 | Closed |
|
|
OIA
181
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$29K | -735 | Closed |
|
182
Creative Planning
Overland Park,
Kansas
| – | -$13K | -324 | Closed |
|
ENV Hedge Fund Activity: Q3 2017 in Review
170 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q3 2017, worth a combined $2.16B — up 29% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new ENV positions and 12 closed out — a net gain of 27 holders — while 57 added to existing stakes and 42 trimmed.
The largest buyer was Wells Fargo, adding an estimated $27.8M. The largest seller was TimesSquare Capital Management, cutting an estimated $46.1M.
- 170 institutional investors held ENVESTNET, INC. (ENV) as of Q3 2017, up from 145 in Q2 2017.
- Funds reported $2.16B of ENVESTNET, INC. stock for Q3 2017, up 29% quarter-over-quarter.
- 39 funds opened new ENVESTNET, INC. positions in Q3 2017 and 12 closed out, a net change of +27 holders.
- The largest ENVESTNET, INC. buyer in Q3 2017 was Wells Fargo, an estimated $27.8M added.
- The largest ENVESTNET, INC. seller in Q3 2017 was TimesSquare Capital Management, an estimated $46.1M sold.
Based on aggregated 13F filings for Q3 2017.