ENV

ENVESTNET, INC.

Delisted

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

209 hedge funds and large institutions have $2.21B invested in ENVESTNET, INC. in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-6
Holders Change %
-2.79%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
62
Reduced
81
Closed
33
Calls
$3.2M
Puts
$2.02M
Net Calls
+$1.18M
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Shares
Change %
EP
176
Elkfork Partners
Oregon
$29K +$29K +578 New
CAW
177
Cornerstone Advisors (Washington)
Washington
$27K
GHCM
178
Glen Harbor Capital Management
California
$23K +$23K +476 New
EFSCE
179
Enterprise Financial Services Corp (EFSC)
Missouri
$21K
WAM
180
Wealthspire Advisors (Maryland)
Maryland
$19K
OAJ
181
Ogorek Anthony Joseph
New York
$18K
MCIM
182
Meadow Creek Investment Management
Georgia
$18K +$18K +374 New
JA
183
JOYN Advisors
Georgia
$17K -$13.2K -271 -44%
GWM
184
Geneos Wealth Management
Colorado
$14K
ESB
185
Essex Savings Bank
Connecticut
$14K +$14K +291 New
AAP
186
Arax Advisory Partners
Colorado
$13K
FCM
187
Flinton Capital Management
Pennsylvania
$13K +$13K +272 New
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$12K
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$11K +$11K +225 New
AAMU
190
Amundi Asset Management US
Massachusetts
$8.06K -$18.2K -369,626 -69%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$8K
AC
192
Avestar Capital
New York
$8K +$3.25K +69 +68%
CFGS
193
Concourse Financial Group Securities
Alabama
$7K +$4.54K +98 +185%
ER
194
Enlightenment Research
Florida
$5K +$5K +100 New
MNBTD
195
Moody National Bank Trust Division
Texas
$5K +$5K +102 New
BFEC
196
Benjamin F. Edwards & Company
Missouri
$4K
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$4K
FPFS
198
First Personal Financial Services
North Carolina
$4K
MOS
199
MGO One Seven
Ohio
$4K +$4K +87 New
VCM
200
Versant Capital Management
Arizona
$3K +$3K +81 New