We are live on ! Find out more
ENV

ENVESTNET, INC.

Delisted

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

256 hedge funds and large institutions have $3.89B invested in ENVESTNET, INC. in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $7.17M | Put options by funds: $2.35M

73% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 67

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

41% more capital invested

Capital invested by funds: $2.75B → $3.89B (+$1.14B)

6% more funds holding

Funds holding: 242256 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
256
Holders Change
+14
Holders Change %
+5.79%
% of All Funds
5.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
116
Reduced
67
Closed
24
Calls
$7.17M
Puts
$2.35M
Net Calls
+$4.83M
Net Calls Change
+$359K
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
176
Radnor Capital Management
Pennsylvania
$416K +$22.2K +340 +7%
AG
177
Aperio Group
California
$409K -$50.4K -771 -12%
JMPWA
178
JP Morgan Private Wealth Advisors
California
$409K +$364K +5,564 New
GT
179
Glenmede Trust
Pennsylvania
$394K +$157K +2,402 +81%
TC
180
TwinBeech Capital
New York
$356K +$316K +4,842 New
ACM
181
Ashford Capital Management
Delaware
$355K -$545K -8,348 -63%
Citadel Advisors
182
Citadel Advisors
Florida
$346K -$2.6M -39,782 -89%
AIP
183
Ameritas Investment Partners
Nebraska
$345K +$24.6K +376 +9%
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$339K -$10.1K -155 -3%
CFB
185
Cullen/Frost Bankers
Texas
$327K +$291K +4,446 New
ZB
186
Zions Bancorporation
Utah
$311K +$23.8K +364 +9%
KWM
187
Keebeck Wealth Management
Illinois
$309K -$1.24M -18,970 -82%
HighTower Advisors
188
HighTower Advisors
Illinois
$294K +$265K +4,051 New
Canada Life
189
Canada Life
Manitoba, Canada
$293K +$35.9K +549 +16%
SI
190
Stephens Inc
Arkansas
$288K +$1.37K +21 +0.5%
HPC
191
HM Payson & Co
Maine
$287K +$229K +3,500 +875%
AAM
192
Azzad Asset Management
Virginia
$283K -$35.9K -549 -12%
RJFSA
193
Raymond James Financial Services Advisors
Florida
$281K -$15.3K -234 -6%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$276K +$83K +1,271 +53%
CIC
195
Cornercap Investment Counsel
Georgia
$265K -$46.7K -715 -17%
PVH
196
Psagot Value Holdings
Israel
$265K
KeyBank National Association
197
KeyBank National Association
Ohio
$255K -$57.6K -882 -20%
Comerica Bank
198
Comerica Bank
Texas
$248K +$201K +3,069 New
OR
199
Olympiad Research
Connecticut
$243K +$216K +3,302 New
SB
200
Simmons Bank
Arkansas
$238K +$211K +3,230 New

ENV Hedge Fund Activity: Q2 2020 in Review

256 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2020, worth a combined $3.89B — up 41% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ENV positions and 24 closed out — a net gain of 15 holders — while 116 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $25.8M. The largest seller was Spyglass Capital Management, exiting entirely with an estimated $21.5M sold.

  • 256 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2020, up from 242 in Q1 2020.
  • Funds reported $3.89B of ENVESTNET, INC. stock for Q2 2020, up 41% quarter-over-quarter.
  • 39 funds opened new ENVESTNET, INC. positions in Q2 2020 and 24 closed out, a net change of +15 holders.
  • The largest ENVESTNET, INC. buyer in Q2 2020 was Wells Fargo, an estimated $25.8M added.
  • The largest ENVESTNET, INC. seller in Q2 2020 was Spyglass Capital Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2020.