ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
19
Increased
50
Reduced
45
Closed
22
Calls
$817K
Puts
$1.64M
Net Calls
-$818K
Net Calls Change
-$930K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$36.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$28.6M
3
BIT
BlackRock Institutional Trust
California
+$26.2M
4
CCM
Cupps Capital Management
Illinois
+$20.6M
5
KCM
Kornitzer Capital Management
Kansas
+$20.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$29.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$14.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$13.7M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$10.7M
5
RIM
Rainier Investment Management
Washington
-$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$215M +$36.6M +747,405 +20%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$203M -$29.8M -609,555 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$93.7M +$28.6M +583,915 +44%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$50.7M -$13.7M -279,549 -21%
ClearBridge Investments
5
ClearBridge Investments
New York
$50.4M +$169K +3,453 +0.3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$49M -$14.1M -289,071 -22%
KCM
7
Kornitzer Capital Management
Kansas
$45.7M +$20.2M +412,825 +79%
WA
8
Wasatch Advisors
Utah
$44.1M +$8.15M +166,586 +23%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$44M – – –
BIT
10
BlackRock Institutional Trust
California
$41.5M +$26.2M +535,143 +170%
BFA
11
BlackRock Fund Advisors
California
$37.2M +$4.31M +88,144 +13%
CWAM
12
Columbia Wanger Asset Management
Illinois
$36M -$147K -3,000 -0.4%
NCGI
13
Next Century Growth Investors
Minnesota
$34M -$228K -4,657 -0.7%
RIM
14
Ranger Investment Management
Texas
$31.7M -$1.34M -27,315 -4%
WC
15
Weatherbie Capital
Massachusetts
$31.4M -$8.24M -168,408 -21%
O
16
OppenheimerFunds
New York
$29.7M +$1.49M +30,530 +5%
FCM
17
Frontier Capital Management
Massachusetts
$28.6M +$3.26M +66,704 +13%
Federated Hermes
18
Federated Hermes
Pennsylvania
$26.4M -$1.17M -23,900 -4%
State Street
19
State Street
Massachusetts
$24.7M +$5.07M +103,578 +26%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$24.5M -$962K -19,671 -4%
JHIU
21
Janus Henderson Investors US
Colorado
$22.4M +$7.9M +161,545 +54%
CCM
22
Cupps Capital Management
Illinois
$20.6M +$20.6M +421,722 New
RA
23
Royce & Associates
New York
$20.2M -$4.53M -92,511 -18%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$19.2M +$11.3M +231,000 +142%
GCM
25
Geneva Capital Management
Wisconsin
$19.2M +$1.23M +25,122 +7%
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