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ENV

ENVESTNET, INC.

Delisted

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

203 hedge funds and large institutions have $2.4B invested in ENVESTNET, INC. in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 65 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

548% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $3.5M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

23% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 65

15% more capital invested

Capital invested by funds: $2.08B → $2.4B (+$318M)

3% more funds holding

Funds holding: 198203 (+5)

Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
4.65%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
31
Increased
80
Reduced
65
Closed
25
Calls
$22.7M
Puts
$3.5M
Net Calls
+$19.2M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$60K -$2.97K -54 -5%
PAI
177
Pittenger & Anderson Inc
Nebraska
$57K +$55K +1,000 New
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$56K -$401K -7,300 -88%
Parallax Volatility Advisers
179
Parallax Volatility Advisers
California
$53K -$311K -5,668 -86%
AG
180
Advisor Group
Arizona
$50K +$9.78K +178 +27%
PCM
181
Penserra Capital Management
California
$44K +$16K +291 +60%
MYIA
182
Mount Yale Investment Advisors
Colorado
$41K +$38.9K +707 New
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$31K +$10.3K +187 +53%
GFP
184
Gryphon Financial Partners
Ohio
$28K +$27K +492 New
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$25K
FHA
186
First Horizon Advisors
Tennessee
$23K +$15.4K +281 +192%
LTFS
187
Ladenburg Thalmann Financial Services
Florida
$22K +$15.5K +282 +259%
OAJ
188
Ogorek Anthony Joseph
New York
$21K +$20.3K +369 New
GWM
189
Geneos Wealth Management
Colorado
$17K
WAM
190
Wealthspire Advisors (Maryland)
Maryland
$15K
IA
191
IFP Advisors
Florida
$14K
BFEC
192
Benjamin F. Edwards & Company
Missouri
$10K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$9K
SWM
194
SeaCrest Wealth Management
New York
$9K +$1.87K +34 +29%
AC
195
Avestar Capital
New York
$5K
MOS
196
MGO One Seven
Ohio
$5K
SPIA
197
Steward Partners Investment Advisory
New York
$4K +$4.67K +85 New
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$3K -$1.92K -35 -38%
FPFS
199
First Personal Financial Services
North Carolina
$3K +$2.69K +49 New
QCG
200
Quadrant Capital Group
Ohio
$3K +$4.95K +90 New

ENV Hedge Fund Activity: Q1 2018 in Review

203 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2018, worth a combined $2.4B — up 15% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ENV positions and 25 closed out — a net gain of 6 holders — while 80 added to existing stakes and 65 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $32.8M. The largest seller was TimesSquare Capital Management, cutting an estimated $23.8M.

  • 203 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2018, up from 198 in Q4 2017.
  • Funds reported $2.4B of ENVESTNET, INC. stock for Q1 2018, up 15% quarter-over-quarter.
  • 31 funds opened new ENVESTNET, INC. positions in Q1 2018 and 25 closed out, a net change of +6 holders.
  • The largest ENVESTNET, INC. buyer in Q1 2018 was VOYA Investment Management, an estimated $32.8M added.
  • The largest ENVESTNET, INC. seller in Q1 2018 was TimesSquare Capital Management, an estimated $23.8M sold.

Based on aggregated 13F filings for Q1 2018.