ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
125 hedge funds and large institutions have $1.54B invested in ENVESTNET, INC. in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 22 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
28% more capital invested
Capital invested by funds: $1.2B → $1.54B (+$339M)
11% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 45
5.17% more ownership
Funds ownership: 87.96% → 93.13% (+5.2%)
2% less funds holding
Funds holding: 128 → 125 (-3)
14% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 22
50% less call options, than puts
Call options by funds: $817K | Put options by funds: $1.64M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$30.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.6M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$21.7M |
| 4 |
CCM
Cupps Capital Management
Chicago,
Illinois
|
+$17.1M |
| 5 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$24.7M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$11.7M |
| 3 |
JP Morgan Chase
New York
|
-$11.3M |
| 4 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$10.7M |
| 5 |
RIM
Rainier Investment Management
Seattle,
Washington
|
-$9.21M |
ENV Hedge Fund Activity: Q2 2014 in Review
125 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2014, worth a combined $1.54B — up 28% from $1.2B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of ENV and 19 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 50 added.
The largest buyer was Wells Fargo, adding an estimated $30.2M. The largest seller was Wellington Management Group, cutting an estimated $24.7M.
- 125 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2014, down from 128 in Q1 2014.
- Funds reported $1.54B of ENVESTNET, INC. stock for Q2 2014, up 28% quarter-over-quarter.
- 19 funds opened new ENVESTNET, INC. positions in Q2 2014 and 22 closed out, a net change of -3 holders.
- The largest ENVESTNET, INC. buyer in Q2 2014 was Wells Fargo, an estimated $30.2M added.
- The largest ENVESTNET, INC. seller in Q2 2014 was Wellington Management Group, an estimated $24.7M sold.
Based on aggregated 13F filings for Q2 2014.