ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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259 hedge funds and large institutions have $3.24B invested in ENVESTNET, INC. in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
3.75%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
69
Increased
74
Reduced
77
Closed
62
Calls
$3.87M
Puts
$9.83M
Net Calls
-$5.96M
Net Calls Change
+$5.66M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$104M
2
NAM
Nexpoint Asset Management
Texas
+$48.2M
3
Millennium Management
Millennium Management
New York
+$47.2M
4
WCMNY
Westchester Capital Management (New York)
New York
+$45.7M
5
WP
Woodline Partners
California
+$37.6M

Top Sellers

1
SIMG
Stephens Investment Management Group
Texas
-$98.6M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$97.5M
3
GF
Greenhouse Funds
Maryland
-$89.1M
4
ClearBridge Investments
ClearBridge Investments
New York
-$74.8M
5
RC
RGM Capital
Florida
-$68.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
176
Cerity Partners
New York
$298K +$298K +4,752 New
CIC
177
Cornercap Investment Counsel
Georgia
$294K -$306K -4,890 -51%
TRCT
178
Tower Research Capital (TRC)
New York
$281K -$303K -4,833 -52%
C
179
Certuity
Florida
$281K +$281K +4,480 New
US Bancorp
180
US Bancorp
Minnesota
$265K -$1.14M -18,250 -81%
GCM
181
Graham Capital Management
Connecticut
$262K +$262K +4,189 New
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$262K +$1.57K +25 +0.6%
MFIM
183
Mesirow Financial Investment Management
Illinois
$257K – – –
Pathstone Holdings
184
Pathstone Holdings
New Jersey
$252K -$50K -798 -17%
BCM
185
Brown Capital Management
Maryland
$242K -$753K -12,027 -76%
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$239K +$239K +3,820 New
PAS
187
Point72 Asia (Singapore)
Singapore
$237K – – –
LPL Financial
188
LPL Financial
California
$236K -$1.61M -25,650 -87%
CGH
189
Crossmark Global Holdings
Texas
$233K -$1.63K -26 -0.7%
CIBC Asset Management
190
CIBC Asset Management
Ontario, Canada
$226K +$501 +8 +0.2%
State of Wisconsin Investment Board
191
State of Wisconsin Investment Board
Wisconsin
$221K -$3.57M -57,019 -94%
SAM
192
S.A. Mason
Michigan
$219K – – –
PS
193
Principal Securities
Iowa
$214K +$42K +670 +24%
Acadian Asset Management
194
Acadian Asset Management
Massachusetts
$213K +$213K +3,406 New
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
$212K – – –
GPA
196
Garrison Point Advisors
California
$208K – – –
X
197
Xponance
Pennsylvania
$208K +$208K +3,327 New
Bessemer Group
198
Bessemer Group
New Jersey
$171K -$15.7M -250,034 -99%
Federated Hermes
199
Federated Hermes
Pennsylvania
$169K – – –
SG Americas Securities
200
SG Americas Securities
New York
$168K +$59.1K +945 +54%
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