ENV

ENVESTNET, INC.

Delisted

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

236 hedge funds and large institutions have $3.54B invested in ENVESTNET, INC. in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+12
Holders Change %
+5.36%
% of All Funds
4.66%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
43
Increased
80
Reduced
77
Closed
24
Calls
$3.82M
Puts
$4.23M
Net Calls
-$409K
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Shares
Change %
MIFH
201
Migdal Insurance & Financial Holdings
Israel
$56K -$1.51M -21,738 -96%
HI
202
Hudock Inc
Pennsylvania
$47K
KWM
203
Keebeck Wealth Management
Illinois
$47K +$47K +685 New
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$37K +$19.5K +280 +112%
SPIA
205
Steward Partners Investment Advisory
New York
$34K +$12.9K +190 +61%
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$30K
TPWA
207
TRUE Private Wealth Advisors
Oregon
$27K +$27K +400 New
OAJ
208
Ogorek Anthony Joseph
New York
$25K
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$24K
FHA
210
First Horizon Advisors
Tennessee
$24K
GWM
211
Geneos Wealth Management
Colorado
$21K
EI
212
Ellevest Inc
New York
$15K +$15K +216 New
WAM
213
Wolverine Asset Management
Illinois
$15K +$15K +229 New
VCM
214
Versant Capital Management
Arizona
$14K -$473 -7 -3%
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$14K
IRAG
216
Investment Research & Advisory Group
Georgia
$14K +$14K +202 New
CFFP
217
Center for Financial Planning
Michigan
$13K +$13K +188 New
LF
218
Lee Financial
Texas
$10K
CFG
219
Citizens Financial Group
Rhode Island
$10K +$10K +147 New
SIAS
220
Shine Investment Advisory Services
Colorado
$7K
BFEC
221
Benjamin F. Edwards & Company
Missouri
$6K
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +86 New
FRA
223
Front Row Advisors
California
$5K -$71 -1 -1%
SFS
224
Sowell Financial Services
Arkansas
$3K -$1.22K -15 -29%
ASN
225
Advisory Services Network
Georgia
$3K