ENV

ENVESTNET, INC.

Delisted

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

231 hedge funds and large institutions have $4.55B invested in ENVESTNET, INC. in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-14
Holders Change %
-5.71%
% of All Funds
4.06%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
59
Reduced
101
Closed
36
Calls
$12.3M
Puts
$2.09M
Net Calls
+$10.2M
Net Calls Change
+$9.56M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
201
Hartford Financial Management
Connecticut
$80K
CFB
202
Cullen/Frost Bankers
Texas
$69K -$18.7K -234 -21%
HIA
203
Harbor Investment Advisory
Maryland
$56K +$56K +703 New
GKIM
204
GW&K Investment Management
Massachusetts
$44K -$6.41K -80 -13%
AAM
205
Advisors Asset Management
Colorado
$38K -$50.9K -639 -57%
CFGS
206
Concourse Financial Group Securities
Alabama
$35K
GWM
207
Geneos Wealth Management
Colorado
$24K
PA
208
Parallel Advisors
California
$21K
CFD
209
Creative Financial Designs
Indiana
$18K
KPCM
210
Kings Point Capital Management
New York
$15K
IPW
211
IronBridge Private Wealth
Texas
$15K
HI
212
Hudock Inc
Pennsylvania
$13K -$1.59K -20 -11%
MIM
213
Macroview Investment Management
Maryland
$10K +$10K +126 New
CFFP
214
Center for Financial Planning
Michigan
$9K
QCG
215
Quadrant Capital Group
Ohio
$9K +$162 +2 +2%
TWA
216
TCI Wealth Advisors
Arizona
$6K
DSC
217
Duncker Streett & Co
Missouri
$6K
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$6K +$6K +78 New
EI
219
Ellevest Inc
New York
$5K +$1.58K +18 +46%
BIA
220
Bell Investment Advisors
California
$4K +$4K +53 New
BAM
221
Bellevue Asset Management
Washington
$3K
MAM
222
Meeder Asset Management
Ohio
$3K +$3K +40 New
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$2K -$1.23K -19 -38%
BCA
224
Berman Capital Advisors
Georgia
$2K
EW
225
Evoke Wealth
California
$2K