ENV

ENVESTNET, INC.

Delisted

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

224 hedge funds and large institutions have $2.82B invested in ENVESTNET, INC. in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-9
Holders Change %
-3.86%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
93
Reduced
63
Closed
36
Calls
$8.81M
Puts
$3.13M
Net Calls
+$5.68M
Net Calls Change
+$7.35M
Name Holding Trade Value Shares
Change
Shares
Change %
MCIM
201
Meadow Creek Investment Management
Georgia
$22K
FHA
202
First Horizon Advisors
Tennessee
$20K -$16.5K -303 -45%
OAJ
203
Ogorek Anthony Joseph
New York
$20K
FA
204
Financial Advantage
Maryland
$20K +$20K +367 New
GWM
205
Geneos Wealth Management
Colorado
$17K
SPIA
206
Steward Partners Investment Advisory
New York
$17K +$1.97K +36 +13%
FCM
207
Flinton Capital Management
Pennsylvania
$16K
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$14K
VCM
209
Versant Capital Management
Arizona
$12K +$3.53K +63 +42%
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$11K +$3.57K +63 +48%
EW
211
Evoke Wealth
California
$10.2K +$10.2K +180 New
LF
212
Lee Financial
Texas
$9K +$1.8K +30 +25%
SIAS
213
Shine Investment Advisory Services
Colorado
$6K
BFEC
214
Benjamin F. Edwards & Company
Missouri
$5K -$4.5K -81 -47%
Bessemer Group
215
Bessemer Group
New Jersey
$4K
FRA
216
Front Row Advisors
California
$4K +$1.47K +26 +58%
ASN
217
Advisory Services Network
Georgia
$3K
SFS
218
Sowell Financial Services
Arkansas
$3K +$3K +52 New
S
219
SignatureFD
Georgia
$1K
VFA
220
Valeo Financial Advisors
Indiana
$1K
ADL
221
Asset Dedication LLC
California
$1K +$1K +14 New
GT
222
Glenmede Trust
Pennsylvania
$168 +$6 +101 +4%
OAM
223
Oberweis Asset Management
Illinois
-$5.15M -75,340 Closed
VCP
224
Vernier Capital Partners
New York
-$4.71M -68,908 Closed
Balyasny Asset Management
225
Balyasny Asset Management
Illinois
-$3.94M -57,576 Closed