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ENV

ENVESTNET, INC.

Delisted

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

203 hedge funds and large institutions have $2.4B invested in ENVESTNET, INC. in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 65 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

548% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $3.5M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

23% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 65

15% more capital invested

Capital invested by funds: $2.08B → $2.4B (+$318M)

3% more funds holding

Funds holding: 198203 (+5)

Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
4.65%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
31
Increased
80
Reduced
65
Closed
25
Calls
$22.7M
Puts
$3.5M
Net Calls
+$19.2M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
201
Valeo Financial Advisors
Indiana
$2K +$1.26K +23 +115%
RCAG
202
Rehmann Capital Advisory Group
Michigan
$2K +$2.14K +39 New
HMS
203
Hanseatic Management Services
New Mexico
$1K
S
204
SignatureFD
Georgia
$1K +$605 +11 New
TCM
205
Tygh Capital Management
Oregon
-$5.27M -105,688 Closed
SCA
206
Secor Capital Advisors
New York
-$3.07M -61,671 Closed
HCM
207
Highbridge Capital Management
New York
-$3.04M -61,039 Closed
3C
208
361 Capital
Colorado
-$2.02M -40,526 Closed
GCP
209
GSA Capital Partners
United Kingdom
-$1.97M -39,503 Closed
Tudor Investment Corp
210
Tudor Investment Corp
Connecticut
-$893K -17,917 Closed
HI
211
HBK Investments
Texas
-$594K -11,918 Closed
HighTower Advisors
212
HighTower Advisors
Illinois
-$559K -11,254 Closed
FMT
213
First Mercantile Trust
Tennessee
-$487K -9,769 Closed
DTL
214
Dynamic Technology Lab
Singapore
-$447K -8,955 Closed
Squarepoint
215
Squarepoint
New York
-$434K -8,711 Closed
CCIA
216
Campbell & Co Investment Adviser
Maryland
-$358K -7,184 Closed
Lazard Asset Management
217
Lazard Asset Management
New York
-$299K -6,004 Closed
JG
218
Jefferies Group
New York
-$255K -5,119 Closed
GKWIM
219
Gerber Kawasaki Wealth & Investment Management
California
-$250K -5,025 Closed
UCFA
220
United Capital Financial Advisors
Texas
-$204K -4,097 Closed
ZB
221
Zions Bancorporation
Utah
-$176K -3,525 Closed
II
222
Inspire Investing
Idaho
-$56K -1,116 Closed
DCM
223
Delpha Capital Management
New York
-$35K -704 Closed
CCS
224
Crosspoint Capital Strategies
California
-$125K -251 Closed
TC
225
Telemus Capital
Michigan
-$10K -200 Closed

ENV Hedge Fund Activity: Q1 2018 in Review

203 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2018, worth a combined $2.4B — up 15% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ENV positions and 25 closed out — a net gain of 6 holders — while 80 added to existing stakes and 65 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $32.8M. The largest seller was TimesSquare Capital Management, cutting an estimated $23.8M.

  • 203 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2018, up from 198 in Q4 2017.
  • Funds reported $2.4B of ENVESTNET, INC. stock for Q1 2018, up 15% quarter-over-quarter.
  • 31 funds opened new ENVESTNET, INC. positions in Q1 2018 and 25 closed out, a net change of +6 holders.
  • The largest ENVESTNET, INC. buyer in Q1 2018 was VOYA Investment Management, an estimated $32.8M added.
  • The largest ENVESTNET, INC. seller in Q1 2018 was TimesSquare Capital Management, an estimated $23.8M sold.

Based on aggregated 13F filings for Q1 2018.