ENV

ENVESTNET, INC.

Delisted

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

128 hedge funds and large institutions have $1.2B invested in ENVESTNET, INC. in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
53
Reduced
39
Closed
13
Calls
$466K
Puts
$354K
Net Calls
+$112K
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$191M +$977K +24,328 +0.5%
Wells Fargo
2
Wells Fargo
California
$147M +$73.1M +1,819,703 +99%
Vanguard Group
3
Vanguard Group
Pennsylvania
$53.5M +$19.7M +489,659 +58%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$52.9M +$2.46M +61,168 +5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$51.9M +$14.3M +355,335 +38%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$44M
ClearBridge Investments
7
ClearBridge Investments
New York
$41.3M +$7.95M +197,870 +24%
WC
8
Weatherbie Capital
Massachusetts
$32.6M +$3.63M +90,391 +13%
CWAM
9
Columbia Wanger Asset Management
Illinois
$29.7M
WA
10
Wasatch Advisors
Utah
$29.5M -$1.19M -29,572 -4%
NCGI
11
Next Century Growth Investors
Minnesota
$28.1M +$5.94M +147,938 +27%
RIM
12
Ranger Investment Management
Texas
$27.1M +$802K +19,970 +3%
BFA
13
BlackRock Fund Advisors
California
$27M +$1.94M +48,350 +8%
O
14
OppenheimerFunds
New York
$23.2M +$6.02M +149,770 +35%
Federated Hermes
15
Federated Hermes
Pennsylvania
$22.7M -$1.75M -43,500 -7%
KCM
16
Kornitzer Capital Management
Kansas
$21M -$10K -250 -0%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$20.9M -$119K -2,952 -0.6%
FCM
18
Frontier Capital Management
Massachusetts
$20.8M -$1.1M -27,382 -5%
RA
19
Royce & Associates
New York
$20.3M -$4.04M -100,500 -17%
State Street
20
State Street
Massachusetts
$16.2M +$842K +20,964 +6%
Northern Trust
21
Northern Trust
Illinois
$15.5M +$1.14M +28,461 +8%
GCM
22
Geneva Capital Management
Wisconsin
$14.7M -$70.8K -1,761 -0.5%
ZCI
23
Zevenbergen Capital Investments
Washington
$12.9M +$12.9M +321,900 New
BIT
24
BlackRock Institutional Trust
California
$12.6M +$585K +14,569 +5%
TG
25
TCW Group
California
$12.4M -$4.47M -111,153 -27%