ENV

ENVESTNET, INC.

Delisted

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

115 hedge funds and large institutions have $1.09B invested in ENVESTNET, INC. in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+16
Holders Change %
+16.16%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
24
Increased
48
Reduced
35
Closed
7
Calls
$524K
Puts
$40K
Net Calls
+$484K
Net Calls Change
+$484K
Name Holding Trade Value Shares
Change
Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$191M +$71.5M +1,774,378 +60%
Wells Fargo
2
Wells Fargo
California
$73.9M +$26.8M +665,572 +57%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$50.6M +$2.44M +60,607 +5%
AllianceBernstein
4
AllianceBernstein
Tennessee
$37.7M +$36.2M +897,069 +2,306%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$35.6M
Vanguard Group
6
Vanguard Group
Pennsylvania
$33.9M +$8.63M +214,078 +34%
ClearBridge Investments
7
ClearBridge Investments
New York
$33.4M +$6.82M +169,239 +26%
WA
8
Wasatch Advisors
Utah
$30.8M +$14.6M +361,552 +90%
CWAM
9
Columbia Wanger Asset Management
Illinois
$29.7M
WC
10
Weatherbie Capital
Massachusetts
$29M -$147K -3,651 -0.5%
RIM
11
Ranger Investment Management
Texas
$26.4M -$4.97M -123,327 -16%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$25.2M +$17.6M +436,923 +232%
BFA
13
BlackRock Fund Advisors
California
$25.2M -$587K -14,566 -2%
Federated Hermes
14
Federated Hermes
Pennsylvania
$24.5M -$1.79M -44,387 -7%
RA
15
Royce & Associates
New York
$24.4M -$1.27M -31,500 -5%
TCM
16
TimesSquare Capital Management
New York
$24.1M +$24.1M +596,900 New
NCGI
17
Next Century Growth Investors
Minnesota
$22.2M +$15.1M +375,535 +214%
FCM
18
Frontier Capital Management
Massachusetts
$22M -$12.4M -308,082 -36%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$21.1M +$2M +49,654 +10%
KCM
20
Kornitzer Capital Management
Kansas
$21M +$16.1M +400,245 +328%
WSA
21
Wall Street Associates
California
$17.9M +$1.47M +36,490 +9%
O
22
OppenheimerFunds
New York
$17.2M +$17.2M +426,710 New
TG
23
TCW Group
California
$16.9M +$6.2M +153,892 +58%
State Street
24
State Street
Massachusetts
$15.4M +$606K +15,038 +4%
GCM
25
Geneva Capital Management
Wisconsin
$14.9M +$3.51M +87,003 +31%