ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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225 hedge funds and large institutions have $2.51B invested in ENVESTNET, INC. in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-3
Holders Change %
-1.32%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
28
Increased
73
Reduced
91
Closed
30
Calls
$6.94M
Puts
$16.4M
Net Calls
-$9.45M
Net Calls Change
+$18.9M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$22.4M
2
VBA
Van Berkom & Associates
Quebec, Canada
+$19.3M
3
NSGL
No Street GP LP
California
+$13.9M
4
P2P
Phase 2 Partners
California
+$13M
5
Millennium Management
Millennium Management
New York
+$12.4M

Top Sellers

1
AI
Advent International
Massachusetts
-$112M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$19.8M
3
SBH
Segall Bryant & Hamill
Illinois
-$12.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
201
Quarry LP
New York
$10.8K +$10.8K +246 New
Simplex Trading
202
Simplex Trading
Illinois
$9K +$9K +210 New
NA
203
NewEdge Advisors
Louisiana
$7.27K – – –
DSC
204
Duncker Streett & Co
Missouri
$6.56K – – –
C
205
Covestor
United Kingdom
$6K -$47 -1 -0.8%
Mitsubishi UFJ Asset Management
206
Mitsubishi UFJ Asset Management
Japan
$5.94K +$5.94K +135 New
RCM
207
Raleigh Capital Management
North Carolina
$5.42K +$5.42K +123 New
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$5K -$5.37K -132 -52%
KFP
209
KB Financial Partners
New Jersey
$4K – – –
CT
210
Colonial Trust
South Carolina
$3.45K – – –
WTA
211
Washington Trust Advisors
Massachusetts
$3.26K – – –
CWC
212
Carolinas Wealth Consulting
North Carolina
$2K – – –
WWP
213
WR Wealth Planners
Missouri
$1.72K +$1.72K +39 New
VCM
214
Versant Capital Management
Arizona
$1.67K -$2.42K -55 -59%
HCP
215
Hexagon Capital Partners
Arkansas
$1.5K -$44 -1 -3%
BAM
216
Bellevue Asset Management
Washington
$1.23K – – –
GWSG
217
GPS Wealth Strategies Group
Colorado
$1.19K – – –
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$1.1K – – –
QCG
219
Quadrant Capital Group
Ohio
$1.01K -$132 -3 -12%
ADL
220
Asset Dedication LLC
California
$1K – – –
GWS
221
Glassman Wealth Services
Virginia
$749 – – –
BIA
222
Bell Investment Advisors
California
$485 – – –
AF
223
Allworth Financial
California
$309 +$309 +7 New
Toronto Dominion Bank
224
Toronto Dominion Bank
Ontario, Canada
$88 – – –
AI
225
Advent International
Massachusetts
– -$112M -1,881,239 Closed
7 8
9
10 11