ENV

ENVESTNET, INC.

Delisted

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

198 hedge funds and large institutions have $2.08B invested in ENVESTNET, INC. in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+28
Holders Change %
+16.47%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
48
Increased
65
Reduced
62
Closed
20
Calls
$8.2M
Puts
$1.89M
Net Calls
+$6.31M
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Shares
Change %
AG
176
Advisor Group
Arizona
$33K +$7.93K +159 +32%
PCM
177
Penserra Capital Management
California
$24K +$10.8K +218 +82%
EFSCE
178
Enterprise Financial Services Corp (EFSC)
Missouri
$21K
SO
179
STRS Ohio
Ohio
$19K -$14.3K -300 -43%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$18K
IA
181
IFP Advisors
Florida
$14K
GWM
182
Geneos Wealth Management
Colorado
$14K
WAM
183
Wealthspire Advisors (Maryland)
Maryland
$13K
TC
184
Telemus Capital
Michigan
$10K +$10K +200 New
BFEC
185
Benjamin F. Edwards & Company
Missouri
$9K
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$8K
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$7K +$7K +137 New
FHA
188
First Horizon Advisors
Tennessee
$7K +$7K +146 New
LTFS
189
Ladenburg Thalmann Financial Services
Florida
$6K +$2.09K +38 +54%
SWM
190
SeaCrest Wealth Management
New York
$6K +$6K +117 New
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$5K +$5K +93 New
PCIA
192
Prime Capital Investment Advisors
Kansas
$4K +$4K +75 New
MOS
193
MGO One Seven
Ohio
$4K +$4K +87 New
WWM
194
Wagner Wealth Management
South Carolina
$2K
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +37 New
VFA
196
Valeo Financial Advisors
Indiana
$1K
STA
197
Summit Trail Advisors
New York
$1K +$1K +10 New
HMS
198
Hanseatic Management Services
New Mexico
$1K +$1K +22 New
PCG
199
Private Capital Group
Connecticut
$50 +$50 +1,079 New
NFA
200
Nationwide Fund Advisors
Ohio
-$20.3M -397,559 Closed