ENV

ENVESTNET, INC.

Delisted

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

213 hedge funds and large institutions have $2.44B invested in ENVESTNET, INC. in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+10
Holders Change %
+4.93%
% of All Funds
4.88%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
40
Increased
81
Reduced
56
Closed
27
Calls
$5.8M
Puts
$3.6M
Net Calls
+$2.19M
Net Calls Change
-$17M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$57K +$27.6K +507 +94%
PAI
177
Pittenger & Anderson Inc
Nebraska
$55K
IA
178
IFP Advisors
Florida
$55K +$39.5K +724 +256%
PCM
179
Penserra Capital Management
California
$48K +$5.77K +106 +14%
JA
180
JOYN Advisors
Georgia
$46K -$18.4K -332 -29%
PIA
181
Piedmont Investment Advisors
North Carolina
$42K +$42K +767 New
MYIA
182
Mount Yale Investment Advisors
Colorado
$39K +$165 +3 +0.4%
AG
183
Advisor Group
Arizona
$35K -$9.28K -176 -21%
GFP
184
Gryphon Financial Partners
Ohio
$27K
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$24K
LTFS
186
Ladenburg Thalmann Financial Services
Florida
$22K
FHA
187
First Horizon Advisors
Tennessee
$22K
OAJ
188
Ogorek Anthony Joseph
New York
$20K
Group One Trading
189
Group One Trading
Illinois
$20K +$20K +367 New
WAM
190
Wealthspire Advisors (Maryland)
Maryland
$19K +$4.68K +85 +33%
CAW
191
Cornerstone Advisors (Washington)
Washington
$19K +$19K +337 New
NIT
192
NumerixS Investment Technologies
British Columbia, Canada
$17K +$17K +300 New
GWM
193
Geneos Wealth Management
Colorado
$16K
SPIA
194
Steward Partners Investment Advisory
New York
$15K +$10.4K +190 +224%
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$12K -$45.7K -800 -79%
BFEC
196
Benjamin F. Edwards & Company
Missouri
$10K
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$9K
SWM
198
SeaCrest Wealth Management
New York
$8K
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$8K +$8K +137 New
IWP
200
Icon Wealth Partners
Texas
$8K +$8K +145 New