ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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215 hedge funds and large institutions have $2.76B invested in ENVESTNET, INC. in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
74
Reduced
74
Closed
26
Calls
$3.49M
Puts
$2.46M
Net Calls
+$1.03M
Net Calls Change
-$1.16M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$24.1M
2
ESCM
Echo Street Capital Management
New York
+$17.9M
3
Millennium Management
Millennium Management
New York
+$15.1M
4
Victory Capital Management
Victory Capital Management
Texas
+$11.4M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$11.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$26.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$21.6M
3
Wells Fargo
Wells Fargo
California
-$11.4M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$10.6M
5
Deutsche Bank
Deutsche Bank
Germany
-$9.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
AC
202
Avestar Capital
New York
$6K – – –
BFEC
203
Benjamin F. Edwards & Company
Missouri
$5K -$4.72K -85 -49%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$5K -$3.9K -60 -44%
FPFS
205
First Personal Financial Services
North Carolina
$5K +$2.01K +33 +67%
CFGS
206
Concourse Financial Group Securities
Alabama
$3K +$3K +53 New
RCAG
207
Rehmann Capital Advisory Group
Michigan
$2.56K +$609 +10 +31%
TWA
208
TCI Wealth Advisors
Arizona
$1K -$1.85K -24 -65%
RFC
209
Regions Financial Corp
Alabama
$1K – – –
S
210
SignatureFD
Georgia
$1K – – –
HMS
211
Hanseatic Management Services
New Mexico
$1K – – –
VFA
212
Valeo Financial Advisors
Indiana
$1K – – –
FGAM
213
Financial Gravity Asset Management
Texas
$1K +$526 +10 +111%
DWM
214
Destination Wealth Management
California
$1K +$1K +16 New
Citadel Advisors
215
Citadel Advisors
Florida
– -$21.6M -392,670 Closed
PFMOSF
216
Philadelphia Financial Management of San Francisco
California
– -$10.6M -193,482 Closed
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
– -$3.6M -65,471 Closed
Jane Street
218
Jane Street
New York
– -$1.7M -30,855 Closed
OAM
219
Oxford Asset Management
United Kingdom
– -$859K -15,284 Closed
Envestnet Asset Management
220
Envestnet Asset Management
Illinois
– -$752K -13,677 Closed
ACPU
221
Arrowgrass Capital Partners (US)
Delaware
– -$733K -13,335 Closed
GCP
222
GSA Capital Partners
United Kingdom
– -$652K -11,860 Closed
BPM
223
Bowling Portfolio Management
Ohio
– -$646K -11,754 Closed
DCM
224
Dupont Capital Management
Delaware
– -$615K -11,201 Closed
Capital Fund Management (CFM)
225
Capital Fund Management (CFM)
France
– -$429K -7,800 Closed
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