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
Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
4.66%
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
Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$60K -$3.08K -54 -5%
PAI
177
Pittenger & Anderson Inc
Nebraska
$57K +$57K +1,000 New
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$56K -$405K -7,300 -88%
Parallax Volatility Advisers
179
Parallax Volatility Advisers
California
$53K -$324K -5,668 -86%
AG
180
Advisor Group
Arizona
$50K +$10.6K +178 +27%
PCM
181
Penserra Capital Management
California
$44K +$16.5K +291 +60%
MYIA
182
Mount Yale Investment Advisors
Colorado
$41K +$41K +707 New
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$31K +$10.8K +187 +53%
GFP
184
Gryphon Financial Partners
Ohio
$28K +$28K +492 New
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$25K
FHA
186
First Horizon Advisors
Tennessee
$23K +$15.1K +281 +192%
LTFS
187
Ladenburg Thalmann Financial Services
Florida
$22K +$15.9K +282 +259%
OAJ
188
Ogorek Anthony Joseph
New York
$21K +$21K +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 +$2.03K +34 +29%
MOS
195
MGO One Seven
Ohio
$5K
AC
196
Avestar Capital
New York
$5K
SPIA
197
Steward Partners Investment Advisory
New York
$4K +$4K +85 New
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$3K -$1.81K -35 -38%
FPFS
199
First Personal Financial Services
North Carolina
$3K +$3K +49 New
QCG
200
Quadrant Capital Group
Ohio
$3K +$3K +90 New