ENV

ENVESTNET, INC.

Delisted

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

237 hedge funds and large institutions have $3.44B invested in ENVESTNET, INC. in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 90 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-3
Holders Change %
-1.25%
% of All Funds
3.79%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
24
Increased
90
Reduced
79
Closed
25
Calls
$3.12M
Puts
$25.6M
Net Calls
-$22.5M
Net Calls Change
-$6.91M
Name Holding Trade Value Shares
Change
Shares
Change %
S
201
SignatureFD
Georgia
$14.7K +$14.7K +250 New
PA
202
Parallel Advisors
California
$14.6K
BAM
203
Belpointe Asset Management
Nevada
$14.1K +$8.27K +141 +141%
QL
204
Quarry LP
New York
$13.3K +$13.3K +227 New
DZ Bank
205
DZ Bank
Germany
$10.7K +$10.7K +183 New
TWA
206
TCI Wealth Advisors
Arizona
$9.86K +$9.74K +166 +8,300%
NA
207
NewEdge Advisors
Louisiana
$9.68K -$16.1K -274 -62%
DSC
208
Duncker Streett & Co
Missouri
$8.74K
C
209
Covestor
United Kingdom
$8K -$61 -1 -0.8%
EI
210
Ellevest Inc
New York
$7.8K
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$7K +$228 +4 +3%
BTI
212
Blue Trust Inc
Georgia
$6K +$6K +94 New
VCM
213
Versant Capital Management
Arizona
$5.16K +$2.35K +40 +83%
KFP
214
KB Financial Partners
New Jersey
$5K
WTA
215
Washington Trust Advisors
Massachusetts
$4.34K
CT
216
Colonial Trust
South Carolina
$3.84K
CWC
217
Carolinas Wealth Consulting
North Carolina
$3.4K
HCP
218
Hexagon Capital Partners
Arkansas
$2.05K
AAS
219
Ameritas Advisory Services
Nebraska
$1.65K +$1.65K +25 New
BAM
220
Bellevue Asset Management
Washington
$1.64K
GWSG
221
GPS Wealth Strategies Group
Colorado
$1.58K +$1.58K +27 New
QCG
222
Quadrant Capital Group
Ohio
$1.53K
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$1.47K
Parallax Volatility Advisers
224
Parallax Volatility Advisers
California
$1.29K
EC
225
Elequin Capital
New York
$1.23K +$1.23K +21 New