ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
137 hedge funds and large institutions have $1.93B invested in ENVESTNET, INC. in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 21 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
19% more capital invested
Capital invested by funds: $1.62B → $1.93B (+$311M)
2% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 51
5% less funds holding
Funds holding: 144 → 137 (-7)
29% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 21
79% less call options, than puts
Call options by funds: $404K | Put options by funds: $1.92M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$54.5M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$51.4M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$20.4M |
| 4 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$12.8M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
-$25.3M |
| 2 |
TA
Teachers Advisors
New York
|
-$12M |
| 3 |
Millennium Management
New York
|
-$9.46M |
| 4 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$7.35M |
| 5 |
Goldman Sachs
New York
|
-$6.03M |
ENV Hedge Fund Activity: Q1 2015 in Review
137 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2015, worth a combined $1.93B — up 19% from $1.62B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of ENV and 15 opened new positions — a net loss of 6 holders — while 51 trimmed existing stakes and 50 added.
The largest buyer was Wellington Management Group, adding an estimated $54.5M. The largest seller was Weatherbie Capital, cutting an estimated $25.3M.
- 137 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2015, down from 144 in Q4 2014.
- Funds reported $1.93B of ENVESTNET, INC. stock for Q1 2015, up 19% quarter-over-quarter.
- 15 funds opened new ENVESTNET, INC. positions in Q1 2015 and 21 closed out, a net change of -6 holders.
- The largest ENVESTNET, INC. buyer in Q1 2015 was Wellington Management Group, an estimated $54.5M added.
- The largest ENVESTNET, INC. seller in Q1 2015 was Weatherbie Capital, an estimated $25.3M sold.
Based on aggregated 13F filings for Q1 2015.