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ENV

ENVESTNET, INC.

Delisted

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

215 hedge funds and large institutions have $2.76B invested in ENVESTNET, INC. in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $3.49M | Put options by funds: $2.46M

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $2.44B → $2.76B (+$327M)

1% more funds holding

Funds holding: 213215 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 74

Holders
215
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
4.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
74
Reduced
74
Closed
26
Calls
$3.49M
Puts
$2.46M
Net Calls
+$1.03M
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
176
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110K -$60 -1 -0.1%
Walleye Trading
177
Walleye Trading
New York
$93K -$1.73M -28,561 -95%
PCG
178
Private Capital Group
Connecticut
$91K
IA
179
IFP Advisors
Florida
$88K +$26.8K +444 +44%
AG
180
Advisor Group
Arizona
$84K +$44.2K +731 +110%
SEI Investments
181
SEI Investments
Pennsylvania
$83K -$194K -3,213 -70%
HNB
182
Huntington National Bank
Ohio
$78K +$4.47K +74 +6%
OWA
183
One Wealth Advisors
California
$75K -$2.9K -48 -4%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$69K +$5.8K +96 +9%
PAI
185
Pittenger & Anderson Inc
Nebraska
$61K
MYIA
186
Mount Yale Investment Advisors
Colorado
$49K +$12.9K +213 +30%
PCM
187
Penserra Capital Management
California
$41K -$12.2K -202 -23%
FHA
188
First Horizon Advisors
Tennessee
$39K +$14.7K +243 +57%
JA
189
JOYN Advisors
Georgia
$38K -$12.8K -212 -25%
CAW
190
Cornerstone Advisors (Washington)
Washington
$33K +$12.3K +203 +60%
LTFS
191
Ladenburg Thalmann Financial Services
Florida
$27K +$2.66K +44 +11%
EFSCE
192
Enterprise Financial Services Corp (EFSC)
Missouri
$26K
WAM
193
Wealthspire Advisors (Maryland)
Maryland
$24K +$3.08K +51 +15%
OAJ
194
Ogorek Anthony Joseph
New York
$22K
PI
195
PEAK6 Investments
Illinois
$19K +$18.5K +306 New
GWM
196
Geneos Wealth Management
Colorado
$18K
SPIA
197
Steward Partners Investment Advisory
New York
$17K
AAP
198
Arax Advisory Partners
Colorado
$16K +$15.7K +260 New
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$15K +$2.42K +40 +19%
SWM
200
SeaCrest Wealth Management
New York
$13K +$3.33K +55 +36%

ENV Hedge Fund Activity: Q3 2018 in Review

215 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q3 2018, worth a combined $2.76B — up 13% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ENV positions and 26 closed out — a net gain of 5 holders — while 74 added to existing stakes and 74 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $23.9M. The largest seller was Renaissance Technologies, cutting an estimated $26.7M.

  • 215 institutional investors held ENVESTNET, INC. (ENV) as of Q3 2018, up from 213 in Q2 2018.
  • Funds reported $2.76B of ENVESTNET, INC. stock for Q3 2018, up 13% quarter-over-quarter.
  • 31 funds opened new ENVESTNET, INC. positions in Q3 2018 and 26 closed out, a net change of +5 holders.
  • The largest ENVESTNET, INC. buyer in Q3 2018 was Champlain Investment Partners, an estimated $23.9M added.
  • The largest ENVESTNET, INC. seller in Q3 2018 was Renaissance Technologies, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2018.