ENVESTNET, INC.
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.
1,210% more call options, than puts
Call options by funds: $524K | Put options by funds: $40K
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
64% more capital invested
Capital invested by funds: $669M → $1.09B (+$425M)
37% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 35
16.61% more ownership
Funds ownership: 64.42% → 81.03% (+17%)
16% more funds holding
Funds holding: 99 → 115 (+16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$64.7M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$32.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$24.3M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
+$21.8M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$11.2M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$10M |
| 3 |
PC
Pier Capital
Stamford,
Connecticut
|
-$8.9M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$5.25M |
| 5 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$4.5M |
ENV Hedge Fund Activity: Q4 2013 in Review
115 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q4 2013, worth a combined $1.09B — up 64% from $669M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ENV positions and 7 closed out — a net gain of 17 holders — while 48 added to existing stakes and 35 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $64.7M. The largest seller was Frontier Capital Management, cutting an estimated $11.2M.
- 115 institutional investors held ENVESTNET, INC. (ENV) as of Q4 2013, up from 99 in Q3 2013.
- Funds reported $1.09B of ENVESTNET, INC. stock for Q4 2013, up 64% quarter-over-quarter.
- 24 funds opened new ENVESTNET, INC. positions in Q4 2013 and 7 closed out, a net change of +17 holders.
- The largest ENVESTNET, INC. buyer in Q4 2013 was Wellington Management Group, an estimated $64.7M added.
- The largest ENVESTNET, INC. seller in Q4 2013 was Frontier Capital Management, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2013.