ENV

ENVESTNET, INC.

Delisted

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

130 hedge funds and large institutions have $1.46B invested in ENVESTNET, INC. in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
41
Reduced
52
Closed
11
Calls
$153K
Puts
$2.58M
Net Calls
-$2.42M
Net Calls Change
-$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$195M -$2.96M -65,844 -1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$164M -$22.6M -502,855 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$87M +$816K +18,139 +0.9%
AllianceBernstein
4
AllianceBernstein
Tennessee
$52.7M +$7.61M +169,012 +17%
JHIU
5
Janus Henderson Investors US
Colorado
$50.5M +$29.9M +664,093 +145%
ClearBridge Investments
6
ClearBridge Investments
New York
$46.7M +$356K +7,912 +0.8%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$46M -$635K -14,110 -1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$44M
WA
9
Wasatch Advisors
Utah
$41.6M +$1.09M +24,159 +3%
KCM
10
Kornitzer Capital Management
Kansas
$41M -$1.09M -24,270 -3%
BIT
11
BlackRock Institutional Trust
California
$39.4M +$1.18M +26,275 +3%
RIM
12
Ranger Investment Management
Texas
$38.4M +$9.19M +204,270 +32%
BFA
13
BlackRock Fund Advisors
California
$33.4M -$847K -18,824 -2%
CWAM
14
Columbia Wanger Asset Management
Illinois
$33.1M
O
15
OppenheimerFunds
New York
$33M +$5.68M +126,230 +21%
NCGI
16
Next Century Growth Investors
Minnesota
$31.2M -$61.7K -1,371 -0.2%
WC
17
Weatherbie Capital
Massachusetts
$28.3M -$672K -14,936 -2%
Federated Hermes
18
Federated Hermes
Pennsylvania
$24M -$302K -6,700 -1%
State Street
19
State Street
Massachusetts
$23.3M +$486K +10,798 +2%
FCM
20
Frontier Capital Management
Massachusetts
$23.2M -$3.11M -69,139 -12%
CCM
21
Cupps Capital Management
Illinois
$22.8M +$3.78M +83,896 +20%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$22M -$582K -12,931 -3%
Northern Trust
23
Northern Trust
Illinois
$20.8M +$5.43M +120,714 +35%
B
24
Baird
Wisconsin
$19.5M +$10.1M +224,786 +108%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$19.1M +$1.41M +31,400 +8%