ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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228 hedge funds and large institutions have $3.47B invested in ENVESTNET, INC. in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 102 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-9
Holders Change %
-3.8%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
65
Reduced
102
Closed
29
Calls
$457K
Puts
$28.8M
Net Calls
-$28.3M
Net Calls Change
-$5.8M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$71.6M
2
SSA
Schonfeld Strategic Advisors
New York
+$15.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$14.9M
4
P2P
Phase 2 Partners
California
+$14.6M
5
Marshall Wace
Marshall Wace
United Kingdom
+$11.3M

Top Sellers

1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$21.1M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$18M
3
RC
RGM Capital
Florida
-$16.8M
4
EARNEST Partners
EARNEST Partners
Georgia
-$15.6M
5
Deutsche Bank
Deutsche Bank
Germany
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$16.8K -$2.02K -34 -11%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$15K +$7.77K +132 +107%
S
203
SignatureFD
Georgia
$14.8K – – –
PA
204
Parallel Advisors
California
$14.7K – – –
NA
205
NewEdge Advisors
Louisiana
$9.79K – – –
DSC
206
Duncker Streett & Co
Missouri
$8.84K – – –
C
207
Covestor
United Kingdom
$8K -$62 -1 -0.8%
VCM
208
Versant Capital Management
Arizona
$5.52K +$297 +5 +6%
KFP
209
KB Financial Partners
New Jersey
$5K – – –
WTA
210
Washington Trust Advisors
Massachusetts
$4.39K – – –
CT
211
Colonial Trust
South Carolina
$3.91K – – –
CWC
212
Carolinas Wealth Consulting
North Carolina
$3.21K -$237 -4 -7%
HCP
213
Hexagon Capital Partners
Arkansas
$2.08K – – –
BAM
214
Bellevue Asset Management
Washington
$1.66K – – –
GWSG
215
GPS Wealth Strategies Group
Colorado
$1.6K – – –
QCG
216
Quadrant Capital Group
Ohio
$1.54K – – –
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$1.48K – – –
JWA
218
JFS Wealth Advisors
Pennsylvania
$1.25K +$59 +1 +5%
GWS
219
Glassman Wealth Services
Virginia
$1.01K – – –
ADL
220
Asset Dedication LLC
California
$1K – – –
BIA
221
Bell Investment Advisors
California
$653 – – –
AF
222
Advisornet Financial
Minnesota
$475 -$119 -2 -20%
GRP
223
Global Retirement Partners
California
$415 – – –
DI
224
Disciplined Investments
Oklahoma
$356 – – –
SIC
225
SJS Investment Consulting
Ohio
$297 +$59 +1 +25%
7 8
9
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