ENV

ENVESTNET, INC.

Delisted

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

233 hedge funds and large institutions have $3.23B invested in ENVESTNET, INC. in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
5.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
33
Increased
91
Reduced
65
Closed
25
Calls
$5.29M
Puts
$6.96M
Net Calls
-$1.66M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ESB
201
Essex Savings Bank
Connecticut
$30K +$9.79K +141 +48%
EFSCE
202
Enterprise Financial Services Corp (EFSC)
Missouri
$29K
MCIM
203
Meadow Creek Investment Management
Georgia
$27K
TPWA
204
TRUE Private Wealth Advisors
Oregon
$27K +$27K +400 New
OAJ
205
Ogorek Anthony Joseph
New York
$25K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$24K
FCM
207
Flinton Capital Management
Pennsylvania
$20K
GWM
208
Geneos Wealth Management
Colorado
$20K
SPIA
209
Steward Partners Investment Advisory
New York
$18K +$18K +275 New
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$17K
BFEC
211
Benjamin F. Edwards & Company
Missouri
$12K +$5.68K +81 +90%
AC
212
Avestar Capital
New York
$11K
VCM
213
Versant Capital Management
Arizona
$10K +$199 +3 +2%
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$9K
LF
215
Lee Financial
Texas
$8K +$8K +120 New
SIAS
216
Shine Investment Advisory Services
Colorado
$7K +$7K +100 New
FPFS
217
First Personal Financial Services
North Carolina
$6K
CG
218
Cutler Group
California
$6K +$6K +100 New
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$5K
Bessemer Group
220
Bessemer Group
New Jersey
$5K +$5K +72 New
RCAG
221
Rehmann Capital Advisory Group
Michigan
$4.85K +$1.98K +29 +69%
CFA
222
Camarda Financial Advisors
Florida
$4K
BBHC
223
Brown Brothers Harriman & Co
New York
$3K +$3K +43 New
ASN
224
Advisory Services Network
Georgia
$3K +$3K +43 New
FRA
225
Front Row Advisors
California
$3K +$3K +45 New