ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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242 hedge funds and large institutions have $2.75B invested in ENVESTNET, INC. in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+6
Holders Change %
+2.54%
% of All Funds
5.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
40
Increased
75
Reduced
93
Closed
32
Calls
$7.26M
Puts
$2.79M
Net Calls
+$4.47M
Net Calls Change
+$4.88M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$48.3M
2
Victory Capital Management
Victory Capital Management
Texas
+$19.8M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$15.3M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$10.8M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$9.63M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$70.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$24.2M
3
Select Equity Group
Select Equity Group
New York
-$15M
4
ACM
Ashford Capital Management
Delaware
-$9.43M
5
TCM
TimesSquare Capital Management
New York
-$9.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
201
CSS LLC
Illinois
$27K +$27K +500 New
SPIA
202
Steward Partners Investment Advisory
New York
$26K – – –
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
EFSCE
204
Enterprise Financial Services Corp (EFSC)
Missouri
$23K – – –
Simplex Trading
205
Simplex Trading
Illinois
$23K +$23K +444 New
HPC
206
HM Payson & Co
Maine
$22K +$22K +400 New
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$21K -$7.54K -140 -26%
TPWA
208
TRUE Private Wealth Advisors
Oregon
$21K – – –
SF
209
Synovus Financial
Georgia
$21K +$19.7K +343 +1,491%
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$19K -$305K -6,106 -94%
FHA
211
First Horizon Advisors
Tennessee
$19K – – –
GWM
212
Geneos Wealth Management
Colorado
$17K – – –
PA
213
Parallel Advisors
California
$13K +$13K +248 New
EI
214
Ellevest Inc
New York
$12K – – –
CFFP
215
Center for Financial Planning
Michigan
$10K – – –
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$10K +$5.17K +92 +107%
HI
217
Hudock Inc
Pennsylvania
$9K -$23.5K -480 -72%
VCM
218
Versant Capital Management
Arizona
$9K -$2.09K -39 -19%
AF
219
Allworth Financial
California
$8K +$7.77K +137 +3,425%
AW
220
Avion Wealth
Texas
$8K +$8K +142 New
TRCT
221
Tower Research Capital (TRC)
New York
$8K +$8K +148 New
CFG
222
Citizens Financial Group
Rhode Island
$6K -$2.32K -41 -28%
LF
223
Lee Financial
Texas
$5K -$2.9K -55 -37%
BFEC
224
Benjamin F. Edwards & Company
Missouri
$5K – – –
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$4K +$4K +67 New
7 8
9
10 11