ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
144 hedge funds and large institutions have $1.39B invested in ENVESTNET, INC. in 2015 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 26 closing their positions.
71% more call options, than puts
Call options by funds: $2.34M | Put options by funds: $1.37M
37% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 43
31% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 26
5% more funds holding
Funds holding: 137 → 144 (+7)
2.25% less ownership
Funds ownership: 99.55% → 97.3% (-2.2%)
28% less capital invested
Capital invested by funds: $1.93B → $1.39B (-$546M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$37.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$33.7M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$27.1M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$15.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$44M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$41.2M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$29.3M |
| 4 |
O
OppenheimerFunds
New York
|
-$22.1M |
| 5 |
CCM
Cupps Capital Management
Chicago,
Illinois
|
-$12.3M |
ENV Hedge Fund Activity: Q2 2015 in Review
144 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2015, worth a combined $1.39B — down 28% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new ENV positions and 26 closed out — a net gain of 8 holders — while 59 added to existing stakes and 43 trimmed.
The largest buyer was Wells Fargo, adding an estimated $37.3M. The largest seller was AllianceBernstein, cutting an estimated $44M.
- 144 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2015, up from 137 in Q1 2015.
- Funds reported $1.39B of ENVESTNET, INC. stock for Q2 2015, down 28% quarter-over-quarter.
- 34 funds opened new ENVESTNET, INC. positions in Q2 2015 and 26 closed out, a net change of +8 holders.
- The largest ENVESTNET, INC. buyer in Q2 2015 was Wells Fargo, an estimated $37.3M added.
- The largest ENVESTNET, INC. seller in Q2 2015 was AllianceBernstein, an estimated $44M sold.
Based on aggregated 13F filings for Q2 2015.