We are live on ! Find out more
ENV

ENVESTNET, INC.

Delisted

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

228 hedge funds and large institutions have $3.04B invested in ENVESTNET, INC. in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

37% more capital invested

Capital invested by funds: $2.21B → $3.04B (+$823M)

24% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $8.49M

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

9% more funds holding

Funds holding: 209228 (+19)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
84
Reduced
73
Closed
16
Calls
$10.5M
Puts
$8.49M
Net Calls
+$2.03M
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Change in
Stake
SO
176
STRS Ohio
Ohio
$215K +$63.3K +1,100 +50%
Jane Street
177
Jane Street
New York
$214K -$665K -11,550 -78%
CG
178
Caprock Group
Idaho
$211K +$186K +3,230 New
SEC
179
Seven Eight Capital
New York
$203K +$178K +3,100 New
Walleye Trading
180
Walleye Trading
New York
$197K -$629K -10,930 -78%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$180K -$20.4K -354 -11%
AG
182
Advisor Group
Arizona
$155K +$23K +400 +21%
CIM
183
Contravisory Investment Management
Massachusetts
$130K -$14.7K -255 -11%
AAM
184
Advisors Asset Management
Colorado
$129K +$45.5K +791 +67%
HNB
185
Huntington National Bank
Ohio
$101K +$19.1K +331 +27%
PCG
186
Private Capital Group
Connecticut
$98K
PAI
187
Pittenger & Anderson Inc
Nebraska
$90K +$21.6K +375 +38%
OWA
188
One Wealth Advisors
California
$90K +$79.6K +1,382 New
TAM
189
Tiverton Asset Management
Delaware
$69K +$1.44K +25 +2%
HFM
190
Hartford Financial Management
Connecticut
$65K
MCM
191
McKinley Capital Management
Alaska
$65K
CFGS
192
Concourse Financial Group Securities
Alabama
$54K +$39.6K +688 +456%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$51K -$36.1K -628 -45%
Marshall Wace
194
Marshall Wace
United Kingdom
$50K +$44.2K +768 New
LTFS
195
Ladenburg Thalmann Financial Services
Florida
$49K -$6.45K -112 -13%
FHA
196
First Horizon Advisors
Tennessee
$43K
EP
197
Elkfork Partners
Oregon
$40K +$1.96K +34 +6%
CAW
198
Cornerstone Advisors (Washington)
Washington
$35K
GHCM
199
Glen Harbor Capital Management
California
$33K +$1.61K +28 +6%
EFSCE
200
Enterprise Financial Services Corp (EFSC)
Missouri
$28K

ENV Hedge Fund Activity: Q1 2019 in Review

228 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2019, worth a combined $3.04B — up 37% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ENV positions and 16 closed out — a net gain of 21 holders — while 84 added to existing stakes and 73 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $27.3M. The largest seller was Impax Asset Management Group, cutting an estimated $8.55M.

  • 228 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2019, up from 209 in Q4 2018.
  • Funds reported $3.04B of ENVESTNET, INC. stock for Q1 2019, up 37% quarter-over-quarter.
  • 37 funds opened new ENVESTNET, INC. positions in Q1 2019 and 16 closed out, a net change of +21 holders.
  • The largest ENVESTNET, INC. buyer in Q1 2019 was TimesSquare Capital Management, an estimated $27.3M added.
  • The largest ENVESTNET, INC. seller in Q1 2019 was Impax Asset Management Group, an estimated $8.55M sold.

Based on aggregated 13F filings for Q1 2019.