ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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259 hedge funds and large institutions have $3.24B invested in ENVESTNET, INC. in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
3.75%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
69
Increased
74
Reduced
77
Closed
62
Calls
$3.87M
Puts
$9.83M
Net Calls
-$5.96M
Net Calls Change
+$5.66M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$104M
2
NAM
Nexpoint Asset Management
Texas
+$48.2M
3
Millennium Management
Millennium Management
New York
+$47.2M
4
WCMNY
Westchester Capital Management (New York)
New York
+$45.7M
5
WP
Woodline Partners
California
+$37.6M

Top Sellers

1
SIMG
Stephens Investment Management Group
Texas
-$98.6M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$97.5M
3
GF
Greenhouse Funds
Maryland
-$89.1M
4
ClearBridge Investments
ClearBridge Investments
New York
-$74.8M
5
RC
RGM Capital
Florida
-$68.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$162K +$15.1K +241 +10%
SO
202
STRS Ohio
Ohio
$144K – – –
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$140K -$260K -4,155 -65%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$112K -$23.8K -380 -17%
SSG
205
Summit Securities Group
New York
$94K -$97.5K -1,556 -51%
CFGS
206
Concourse Financial Group Securities
Alabama
$85.2K +$5.2K +83 +6%
HFM
207
Hartford Financial Management
Connecticut
$75.5K – – –
LIM
208
Longfellow Investment Management
Massachusetts
$71.4K +$71.4K +1,140 New
KBC Group
209
KBC Group
Belgium
$69K – – –
HNB
210
Huntington National Bank
Ohio
$65.9K -$13.9K -222 -17%
Asset Management One
211
Asset Management One
Japan
$60.1K +$9.14K +146 +18%
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$49.8K -$438 -7 -0.9%
Walleye Trading
213
Walleye Trading
New York
$44.9K -$18.8K -300 -29%
CFM
214
Catalyst Funds Management
Australia
$37.6K +$31.3K +500 +500%
ME
215
McIlrath & Eck
Washington
$28.4K – – –
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$26K +$5.67K +89 +28%
SPIA
217
Steward Partners Investment Advisory
New York
$23.6K -$63.2K -1,010 -73%
OC
218
Oarsman Capital
Wisconsin
$20.8K +$20.8K +332 New
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$20.2K +$1.38K +22 +7%
QCG
220
Quadrant Capital Group
Ohio
$16.9K – – –
EWA
221
EverSource Wealth Advisors
Alabama
$15K +$5.39K +86 +56%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$14.2K +$2.38K +38 +20%
BLC
223
Brown, Lisle/Cummings
Rhode Island
$14.1K – – –
CA
224
Clearstead Advisors
Ohio
$13.1K -$2.19K -35 -14%
LFG
225
Larson Financial Group
Missouri
$12.6K +$12.2K +195 +2,786%
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