ENV

ENVESTNET, INC.

Delisted

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

219 hedge funds and large institutions have $3.08B invested in ENVESTNET, INC. in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-6
Holders Change %
-2.67%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
41
Increased
76
Reduced
80
Closed
45
Calls
$3.81M
Puts
$18.5M
Net Calls
-$14.7M
Net Calls Change
-$5.26M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
201
Bell Investment Advisors
California
$3.52K +$2.97K +60 +545%
CT
202
Colonial Trust
South Carolina
$3.33K
PWMG
203
Private Wealth Management Group
New Jersey
$3.17K +$3.17K +64 New
BTI
204
Blue Trust Inc
Georgia
$3K +$3K +72 New
BGAI
205
Bruce G. Allen Investments
Colorado
$2.77K +$2.77K +56 New
VCM
206
Versant Capital Management
Arizona
$2.67K +$792 +16 +42%
QL
207
Quarry LP
New York
$2.58K -$9.61K -194 -79%
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$1.68K +$446 +9 +36%
SWS
209
SYSTM Wealth Solutions
Illinois
$1.39K +$1.39K +28 New
BAM
210
Bellevue Asset Management
Washington
$1.39K
GWSG
211
GPS Wealth Strategies Group
Colorado
$1.34K
EWA
212
EverSource Wealth Advisors
Alabama
$1.24K +$1.24K +25 New
HCP
213
Hexagon Capital Partners
Arkansas
$1.19K -$495 -10 -29%
ADL
214
Asset Dedication LLC
California
$1K
FG
215
Fairman Group
Pennsylvania
$644 +$644 +13 New
GWS
216
Glassman Wealth Services
Virginia
$495 -$347 -7 -41%
AF
217
Allworth Financial
California
$446 +$99 +2 +29%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$248 +$248 +5 New
Toronto Dominion Bank
219
Toronto Dominion Bank
Ontario, Canada
$99
SSA
220
Schonfeld Strategic Advisors
New York
-$17.2M -390,860 Closed
NSGL
221
No Street GP LP
California
-$13.9M -315,000 Closed
Marshall Wace
222
Marshall Wace
United Kingdom
-$11.8M -267,175 Closed
Qube Research & Technologies (QRT)
223
Qube Research & Technologies (QRT)
United Kingdom
-$5.6M -127,287 Closed
Robeco Institutional Asset Management
224
Robeco Institutional Asset Management
Netherlands
-$3.96M -90,000 Closed
AAM
225
AMI Asset Management
California
-$3.11M -70,712 Closed