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ENV

ENVESTNET, INC.

Delisted

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

228 hedge funds and large institutions have $3.04B invested in ENVESTNET, INC. in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

37% more capital invested

Capital invested by funds: $2.21B → $3.04B (+$823M)

24% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $8.49M

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

9% more funds holding

Funds holding: 209228 (+19)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
84
Reduced
73
Closed
16
Calls
$10.5M
Puts
$8.49M
Net Calls
+$2.03M
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
201
Wealthspire Advisors (Maryland)
Maryland
$26K
MCIM
202
Meadow Creek Investment Management
Georgia
$26K +$1.27K +22 +6%
OAJ
203
Ogorek Anthony Joseph
New York
$24K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$24K +$8.52K +148 +91%
Lazard Asset Management
205
Lazard Asset Management
New York
$24K +$21.8K +379 New
ESB
206
Essex Savings Bank
Connecticut
$19K
GWM
207
Geneos Wealth Management
Colorado
$19K
FCM
208
Flinton Capital Management
Pennsylvania
$19K +$921 +16 +6%
IWP
209
Icon Wealth Partners
Texas
$19K +$16.9K +293 New
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$16K
AC
211
Avestar Capital
New York
$11K
VCM
212
Versant Capital Management
Arizona
$9K +$3.86K +67 +83%
PCM
213
Prelude Capital Management
New York
$9K +$7.83K +136 New
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$8.57K -$402K -6,983 -98%
MNBTD
215
Moody National Bank Trust Division
Texas
$7K
BFEC
216
Benjamin F. Edwards & Company
Missouri
$6K
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$5K
FPFS
218
First Personal Financial Services
North Carolina
$5K
CFA
219
Camarda Financial Advisors
Florida
$4K +$3.34K +58 New
RCAG
220
Rehmann Capital Advisory Group
Michigan
$2.75K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.84K +32 New
RFC
222
Regions Financial Corp
Alabama
$1K
S
223
SignatureFD
Georgia
$1K
VFA
224
Valeo Financial Advisors
Indiana
$1K
FGAM
225
Financial Gravity Asset Management
Texas
$1K +$863 +15 New

ENV Hedge Fund Activity: Q1 2019 in Review

228 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2019, worth a combined $3.04B — up 37% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ENV positions and 16 closed out — a net gain of 21 holders — while 84 added to existing stakes and 73 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $27.3M. The largest seller was Impax Asset Management Group, cutting an estimated $8.55M.

  • 228 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2019, up from 209 in Q4 2018.
  • Funds reported $3.04B of ENVESTNET, INC. stock for Q1 2019, up 37% quarter-over-quarter.
  • 37 funds opened new ENVESTNET, INC. positions in Q1 2019 and 16 closed out, a net change of +21 holders.
  • The largest ENVESTNET, INC. buyer in Q1 2019 was TimesSquare Capital Management, an estimated $27.3M added.
  • The largest ENVESTNET, INC. seller in Q1 2019 was Impax Asset Management Group, an estimated $8.55M sold.

Based on aggregated 13F filings for Q1 2019.