ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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239 hedge funds and large institutions have $3.99B invested in ENVESTNET, INC. in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 99 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-47
Holders Change %
-16.43%
% of All Funds
4.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
91
Reduced
99
Closed
64
Calls
$5.28M
Puts
$2.83M
Net Calls
+$2.45M
Net Calls Change
+$2.24M

Top Buyers

1
ESCM
Echo Street Capital Management
New York
+$121M
2
Bank of America
Bank of America
North Carolina
+$105M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59.1M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$54.9M
5
Ameriprise
Ameriprise
Minnesota
+$51.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$99.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$83.2M
3
American Century Companies
American Century Companies
Missouri
-$58.8M
4
Victory Capital Management
Victory Capital Management
Texas
-$47.4M
5
WRF
Waddell & Reed Financial
Kansas
-$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
176
Pathstone Family Office
New Jersey
$272K +$272K +3,767 New
FF
177
FourThought Financial
Florida
$269K -$90.2K -1,251 -25%
Bessemer Group
178
Bessemer Group
New Jersey
$255K +$8.07K +112 +3%
PAS
179
Park Avenue Securities
New York
$242K -$204K -2,821 -46%
JPMPWA
180
J.P. Morgan Private Wealth Advisors
California
$239K -$158K -2,184 -40%
WCM
181
Weld Capital Management
New York
$236K -$782K -10,830 -77%
KeyBank National Association
182
KeyBank National Association
Ohio
$236K -$10.4K -144 -4%
MML Investors Services
183
MML Investors Services
Massachusetts
$230K -$1.58M -21,938 -87%
Canada Life
184
Canada Life
Manitoba, Canada
$230K -$57.7K -803 -20%
HWAM
185
Hennion & Walsh Asset Management
New Jersey
$218K +$218K +3,014 New
Comerica Bank
186
Comerica Bank
Texas
$212K +$13.6K +187 +7%
SC
187
Skylands Capital
Wisconsin
$209K +$209K +2,900 New
WP
188
WMS Partners
Maryland
$200K – – –
SO
189
STRS Ohio
Ohio
$195K -$217K -3,000 -53%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$144K -$496K -6,715 -78%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$135K -$5.56K -77 -4%
Macquarie Group
192
Macquarie Group
Australia
$124K -$39.7K -549 -24%
PAI
193
Pittenger & Anderson Inc
Nebraska
$107K – – –
JWA
194
JFS Wealth Advisors
Pennsylvania
$101K – – –
HNB
195
Huntington National Bank
Ohio
$97K – – –
Asset Management One
196
Asset Management One
Japan
$90K +$20.7K +289 +30%
PCG
197
Private Capital Group
Connecticut
$84K – – –
AAM
198
Advisors Asset Management
Colorado
$83K -$62.3K -868 -43%
SPIA
199
Steward Partners Investment Advisory
New York
$82.7K +$9.53K +132 +13%
QT
200
Quantbot Technologies
New York
$78K +$78K +1,082 New
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