ENV

ENVESTNET, INC.

Delisted

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

245 hedge funds and large institutions have $4.26B invested in ENVESTNET, INC. in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 78 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+6
Holders Change %
+2.51%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
44
Increased
78
Reduced
91
Closed
38
Calls
$6.93M
Puts
$6.3M
Net Calls
+$638K
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$151K +$9.46K +125 +7%
HNB
202
Huntington National Bank
Ohio
$134K +$32.6K +431 +32%
PAI
203
Pittenger & Anderson Inc
Nebraska
$112K
JWA
204
JFS Wealth Advisors
Pennsylvania
$106K
Macquarie Group
205
Macquarie Group
Australia
$100K -$29.6K -391 -23%
Asset Management One
206
Asset Management One
Japan
$98K +$3.17K +42 +3%
AAM
207
Advisors Asset Management
Colorado
$85K -$3.05K -40 -3%
SPIA
208
Steward Partners Investment Advisory
New York
$84K -$2.81K -37 -3%
CFB
209
Cullen/Frost Bankers
Texas
$83K -$263K -3,475 -76%
NICM
210
Neo Ivy Capital Management
New York
$83K +$24.2K +319 +41%
Group One Trading
211
Group One Trading
Illinois
$83K +$83K +1,090 New
PCG
212
Private Capital Group
Connecticut
$81K -$7.69K -101 -9%
HFM
213
Hartford Financial Management
Connecticut
$76K
AAP
214
Arax Advisory Partners
Colorado
$75K +$75K +984 New
GKIM
215
GW&K Investment Management
Massachusetts
$48K -$27.1M -355,203 -100%
HPC
216
HM Payson & Co
Maine
$38K -$667K -8,775 -95%
CFGS
217
Concourse Financial Group Securities
Alabama
$33K -$7.5K -100 -19%
EFSCE
218
Enterprise Financial Services Corp (EFSC)
Missouri
$33K
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$24K
GWM
220
Geneos Wealth Management
Colorado
$22K
PA
221
Parallel Advisors
California
$20K
CFD
222
Creative Financial Designs
Indiana
$17K
KPCM
223
Kings Point Capital Management
New York
$14K
IPW
224
IronBridge Private Wealth
Texas
$14K +$2.51K +33 +22%
KFP
225
KB Financial Partners
New Jersey
$13K -$619 -8 -5%