ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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253 hedge funds and large institutions have $3.66B invested in ENVESTNET, INC. in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 86 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+20
Holders Change %
+8.58%
% of All Funds
3.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
86
Reduced
81
Closed
24
Calls
$3.99M
Puts
$15.6M
Net Calls
-$11.6M
Net Calls Change
-$2.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$37.5M
2
EC
Engaged Capital
California
+$35.9M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$35.3M
4
Macquarie Group
Macquarie Group
Australia
+$20M
5
GF
Greenhouse Funds
Maryland
+$14.8M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
-$84.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$30.4M
4
VBA
Van Berkom & Associates
Quebec, Canada
-$20.8M
5
RC
RGM Capital
Florida
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$86.8K +$48.2K +770 +125%
CFGS
202
Concourse Financial Group Securities
Alabama
$80K +$876 +14 +1%
HNB
203
Huntington National Bank
Ohio
$79.8K -$56.6K -905 -42%
HFM
204
Hartford Financial Management
Connecticut
$75.5K – – –
KBC Group
205
KBC Group
Belgium
$69K +$7.33K +117 +12%
Walleye Trading
206
Walleye Trading
New York
$63.7K -$354K -5,653 -85%
Asset Management One
207
Asset Management One
Japan
$50.9K -$13.4K -214 -21%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$50.2K +$2.75K +44 +6%
IC
209
Innealta Capital
Texas
$46.4K +$46.4K +741 New
ME
210
McIlrath & Eck
Washington
$28.4K -$1.25K -20 -4%
BFEC
211
Benjamin F. Edwards & Company
Missouri
$23K +$3.86K +63 +20%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$20K +$313 +5 +2%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$18.8K +$1.13K +18 +6%
QCG
214
Quadrant Capital Group
Ohio
$16.9K +$16.9K +270 New
CA
215
Clearstead Advisors
Ohio
$15.3K +$15.3K +244 New
BLC
216
Brown, Lisle/Cummings
Rhode Island
$14.1K – – –
SAM
217
Smartleaf Asset Management
Massachusetts
$12.2K +$12.2K +196 New
Mirae Asset Global Investments
218
Mirae Asset Global Investments
South Korea
$11.8K -$6.59M -105,350 -100%
EWA
219
EverSource Wealth Advisors
Alabama
$9.55K -$2.6K -42 -21%
Mitsubishi UFJ Asset Management
220
Mitsubishi UFJ Asset Management
Japan
$8.45K – – –
C
221
Covestor
United Kingdom
$8K – – –
RCM
222
Raleigh Capital Management
North Carolina
$7.7K – – –
PA
223
Parallel Advisors
California
$7.57K +$563 +9 +8%
AAP
224
Arax Advisory Partners
Colorado
$6.82K +$6.82K +109 New
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$6.51K +$1K +16 +18%
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