ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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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
Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
84
Reduced
73
Closed
16
Calls
$10.5M
Puts
$8.5M
Net Calls
+$2.03M
Net Calls Change
+$849K

Top Buyers

1
TCM
TimesSquare Capital Management
New York
+$31M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$14.4M
3
EVM
Eaton Vance Management
Massachusetts
+$12.3M
4
CIP
Champlain Investment Partners
Vermont
+$8.74M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$8.42M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$9.72M
2
Victory Capital Management
Victory Capital Management
Texas
-$6.17M
3
Wells Fargo
Wells Fargo
California
-$5.46M
4
ESCM
Echo Street Capital Management
New York
-$5.17M
5
American Century Companies
American Century Companies
Missouri
-$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
201
Wealthspire Advisors (Maryland)
Maryland
$26K – – –
MCIM
202
Meadow Creek Investment Management
Georgia
$26K +$1.44K +22 +6%
OAJ
203
Ogorek Anthony Joseph
New York
$24K – – –
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$24K +$11.5K +148 +91%
Lazard Asset Management
205
Lazard Asset Management
New York
$24K +$24K +379 New
GWM
206
Geneos Wealth Management
Colorado
$19K – – –
ESB
207
Essex Savings Bank
Connecticut
$19K – – –
FCM
208
Flinton Capital Management
Pennsylvania
$19K +$1.06K +16 +6%
IWP
209
Icon Wealth Partners
Texas
$19K +$19K +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 +$4.07K +67 +83%
PCM
213
Prelude Capital Management
New York
$9K +$9K +136 New
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$8.57K -$457K -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 +$4K +58 New
RCAG
220
Rehmann Capital Advisory Group
Michigan
$2.75K – – –
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +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 +$1K +15 New
6 7 8
9
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