ENV

ENVESTNET, INC.

Delisted

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

99 hedge funds and large institutions have $668M invested in ENVESTNET, INC. in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
3.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
42
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$91.7M +$66.5M +2,145,685 +265%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$37M -$6.31M -203,640 -15%
Wells Fargo
3
Wells Fargo
California
$36.2M -$3.02M -97,573 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$35.6M
FCM
5
Frontier Capital Management
Massachusetts
$26.5M +$1.58M +50,910 +6%
RIM
6
Ranger Investment Management
Texas
$24.1M +$4.25M +137,020 +21%
CWAM
7
Columbia Wanger Asset Management
Illinois
$22.9M -$1.43M -46,000 -6%
WC
8
Weatherbie Capital
Massachusetts
$22.5M -$856K -27,598 -4%
ClearBridge Investments
9
ClearBridge Investments
New York
$20.5M +$9.13M +294,616 +81%
Federated Hermes
10
Federated Hermes
Pennsylvania
$20.2M -$10.2M -328,633 -34%
BFA
11
BlackRock Fund Advisors
California
$19.8M +$2.31M +74,524 +13%
RA
12
Royce & Associates
New York
$19.7M +$3.32M +107,249 +20%
Vanguard Group
13
Vanguard Group
Pennsylvania
$19.4M +$1.01M +32,649 +5%
JHIU
14
Janus Henderson Investors US
Colorado
$17.7M -$15.7M -504,931 -47%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$14.7M +$14.7M +474,689 New
WSA
16
Wall Street Associates
California
$12.6M -$301K -9,700 -2%
MCM
17
Montibus Capital Management
Oregon
$12.5M +$3.58M +115,391 +40%
WA
18
Wasatch Advisors
Utah
$12.5M -$3.37M -108,847 -21%
State Street
19
State Street
Massachusetts
$11.4M +$768K +24,758 +7%
Northern Trust
20
Northern Trust
Illinois
$10.7M +$1.45M +46,678 +16%
BIT
21
BlackRock Institutional Trust
California
$9.14M +$275K +8,871 +3%
RFC
22
Russell Frank Company
Washington
$8.96M +$5.04M +162,441 +128%
PC
23
Pier Capital
Connecticut
$8.9M -$566K -18,269 -6%
GCM
24
Geneva Capital Management
Wisconsin
$8.73M +$5.6M +180,762 +179%
TG
25
TCW Group
California
$8.22M +$8.22M +265,033 New