ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
237 hedge funds and large institutions have $3.44B invested in ENVESTNET, INC. in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 90 increasing their positions, 79 reducing their positions, and 25 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 79
3% less capital invested
Capital invested by funds: $3.55B → $3.44B (-$109M)
4% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 25
1% less funds holding
Funds holding: 240 → 237 (-3)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
88% less call options, than puts
Call options by funds: $3.12M | Put options by funds: $25.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$34.6M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$24.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$20.6M |
| 4 |
BlackRock
New York
|
+$15.6M |
| 5 |
RC
RGM Capital
Naples,
Florida
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$30.6M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$27M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$19.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$11M |
| 5 |
P2P
Phase 2 Partners
San Francisco,
California
|
-$10.4M |
ENV Hedge Fund Activity: Q1 2023 in Review
237 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2023, worth a combined $3.44B — down 3.1% from $3.55B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of ENV and 24 opened new positions — a net loss of 1 holder — while 79 trimmed existing stakes and 90 added.
The largest buyer was Morgan Stanley, adding an estimated $34.6M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $30.6M sold.
- 237 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2023, down from 240 in Q4 2022.
- Funds reported $3.44B of ENVESTNET, INC. stock for Q1 2023, down 3.1% quarter-over-quarter.
- 24 funds opened new ENVESTNET, INC. positions in Q1 2023 and 25 closed out, a net change of -1 holder.
- The largest ENVESTNET, INC. buyer in Q1 2023 was Morgan Stanley, an estimated $34.6M added.
- The largest ENVESTNET, INC. seller in Q1 2023 was Champlain Investment Partners, an estimated $30.6M sold.
Based on aggregated 13F filings for Q1 2023.