ENV

ENVESTNET, INC.

Delisted

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

239 hedge funds and large institutions have $2.55B invested in ENVESTNET, INC. in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 95 increasing their positions, 79 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-18
Holders Change %
-7%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
95
Reduced
79
Closed
37
Calls
$5.76M
Puts
$2.55M
Net Calls
+$3.21M
Net Calls Change
+$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
201
Concourse Financial Group Securities
Alabama
$21K
HIA
202
Harbor Investment Advisory
Maryland
$21K
ME
203
McIlrath & Eck
Washington
$15K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$14K -$20.2K -470 -59%
WFA
205
Wipfli Financial Advisors
Wisconsin
$12K +$12K +279 New
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$11K -$2.03K -49 -16%
PA
207
Parallel Advisors
California
$11K
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$11K +$1.85K +41 +20%
RTC
209
Riverview Trust Company
Washington
$11K +$1.88K +44 +21%
TWA
210
TCI Wealth Advisors
Arizona
$8K +$8K +174 New
DSC
211
Duncker Streett & Co
Missouri
$7K
C
212
Covestor
United Kingdom
$6K -$56.2K -1,236 -90%
BBHC
213
Brown Brothers Harriman & Co
New York
$6K +$6K +138 New
MAM
214
Meeder Asset Management
Ohio
$5K -$3.08K -69 -38%
KFP
215
KB Financial Partners
New Jersey
$5K +$667 +16 +15%
EC
216
Elequin Capital
New York
$4K -$1.05K -21 -21%
EI
217
Ellevest Inc
New York
$4K +$3.66K +76 +1,086%
WTA
218
Washington Trust Advisors
Massachusetts
$3K
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$3K +$842 +16 +39%
BIA
220
Bell Investment Advisors
California
$2K -$872 -17 -30%
IA
221
IFP Advisors
Florida
$2K
VCM
222
Versant Capital Management
Arizona
$2K +$2K +37 New
BAM
223
Bellevue Asset Management
Washington
$1K
ADL
224
Asset Dedication LLC
California
$1K
Parallax Volatility Advisers
225
Parallax Volatility Advisers
California
$1K