ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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242 hedge funds and large institutions have $2.75B invested in ENVESTNET, INC. in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+6
Holders Change %
+2.54%
% of All Funds
5.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
40
Increased
75
Reduced
93
Closed
32
Calls
$7.26M
Puts
$2.79M
Net Calls
+$4.47M
Net Calls Change
+$4.88M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$48.3M
2
Victory Capital Management
Victory Capital Management
Texas
+$19.8M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$15.3M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$10.8M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$9.63M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$70.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$24.2M
3
Select Equity Group
Select Equity Group
New York
-$15M
4
ACM
Ashford Capital Management
Delaware
-$9.43M
5
TCM
TimesSquare Capital Management
New York
-$9.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$224K +$72.7K +1,352 +48%
FPS
177
Fieldpoint Private Securities
Connecticut
$218K -$2.1K -39 -1%
RJFSA
178
Raymond James Financial Services Advisors
Florida
$218K +$12K +223 +6%
SI
179
Stephens Inc
Arkansas
$209K +$10.2K +190 +5%
ZB
180
Zions Bancorporation
Utah
$208K +$31.3K +582 +18%
GT
181
Glenmede Trust
Pennsylvania
$206K – – –
PVH
182
Psagot Value Holdings
Israel
$194K – – –
Canada Life
183
Canada Life
Manitoba, Canada
$186K – – –
AAM
184
Advisors Asset Management
Colorado
$157K +$4.58K +85 +3%
AT
185
Arden Trust
Delaware
$141K +$141K +2,615 New
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$119K +$119K +2,419 New
CIM
187
Contravisory Investment Management
Massachusetts
$108K -$3.49K -65 -3%
NICM
188
Neo Ivy Capital Management
New York
$93K +$93K +1,726 New
Macquarie Group
189
Macquarie Group
Australia
$92K – – –
PA
190
Procyon Advisors
Connecticut
$81K +$26.1K +485 +48%
JWA
191
JFS Wealth Advisors
Pennsylvania
$75K – – –
HNB
192
Huntington National Bank
Ohio
$74K -$925 -17 -1%
PAI
193
Pittenger & Anderson Inc
Nebraska
$74K – – –
IA
194
IFP Advisors
Florida
$70K -$1.96K -32 -3%
MAM
195
Meeder Asset Management
Ohio
$65K +$65K +1,207 New
PCG
196
Private Capital Group
Connecticut
$63K -$4.6K -85 -7%
HFM
197
Hartford Financial Management
Connecticut
$54K – – –
QT
198
Quantbot Technologies
New York
$44K +$44K +822 New
AAP
199
Arax Advisory Partners
Colorado
$40K -$10.9K -205 -21%
Asset Management One
200
Asset Management One
Japan
$33K +$33K +622 New
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8
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