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ENV

ENVESTNET, INC.

Delisted

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

256 hedge funds and large institutions have $3.89B invested in ENVESTNET, INC. in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $7.17M | Put options by funds: $2.35M

73% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 67

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

41% more capital invested

Capital invested by funds: $2.75B → $3.89B (+$1.14B)

6% more funds holding

Funds holding: 242256 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
256
Holders Change
+14
Holders Change %
+5.79%
% of All Funds
5.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
116
Reduced
67
Closed
24
Calls
$7.17M
Puts
$2.35M
Net Calls
+$4.83M
Net Calls Change
+$359K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
201
Advisors Asset Management
Colorado
$231K +$14.6K +224 +8%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$220K +$195K +2,991 New
CC
203
Centiva Capital
New York
$218K +$194K +2,971 New
PAG
204
Private Advisor Group
New Jersey
$191K +$170K +2,602 New
Macquarie Group
205
Macquarie Group
Australia
$166K +$36.2K +554 +32%
CIM
206
Contravisory Investment Management
Massachusetts
$162K +$10.5K +160 +8%
PA
207
Procyon Advisors
Connecticut
$123K +$11.4K +174 +12%
PAI
208
Pittenger & Anderson Inc
Nebraska
$108K +$6.53K +100 +7%
JWA
209
JFS Wealth Advisors
Pennsylvania
$103K
HNB
210
Huntington National Bank
Ohio
$98K -$1.18K -18 -1%
PCG
211
Private Capital Group
Connecticut
$86K
IA
212
IFP Advisors
Florida
$83K +$4.05K +62 +5%
HFM
213
Hartford Financial Management
Connecticut
$74K
NIT
214
NumerixS Investment Technologies
British Columbia, Canada
$74K +$65.3K +1,000 New
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$72K +$52.5K +803 +451%
AAP
216
Arax Advisory Partners
Colorado
$71K +$14.2K +218 +29%
Asset Management One
217
Asset Management One
Japan
$58K +$10.8K +166 +27%
SPIA
218
Steward Partners Investment Advisory
New York
$37K
CIA
219
CSat Investment Advisory
Michigan
$34K +$29.9K +458 New
EFSCE
220
Enterprise Financial Services Corp (EFSC)
Missouri
$32K
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$31K +$2.29K +35 +9%
TPWA
222
TRUE Private Wealth Advisors
Oregon
$29K
FHA
223
First Horizon Advisors
Tennessee
$26K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$24K
GWM
225
Geneos Wealth Management
Colorado
$20K

ENV Hedge Fund Activity: Q2 2020 in Review

256 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2020, worth a combined $3.89B — up 41% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ENV positions and 24 closed out — a net gain of 15 holders — while 116 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $25.8M. The largest seller was Spyglass Capital Management, exiting entirely with an estimated $21.5M sold.

  • 256 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2020, up from 242 in Q1 2020.
  • Funds reported $3.89B of ENVESTNET, INC. stock for Q2 2020, up 41% quarter-over-quarter.
  • 39 funds opened new ENVESTNET, INC. positions in Q2 2020 and 24 closed out, a net change of +15 holders.
  • The largest ENVESTNET, INC. buyer in Q2 2020 was Wells Fargo, an estimated $25.8M added.
  • The largest ENVESTNET, INC. seller in Q2 2020 was Spyglass Capital Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2020.