ENV

ENVESTNET, INC.

Delisted

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

131 hedge funds and large institutions have $1.16B invested in ENVESTNET, INC. in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-13
Holders Change %
-9.03%
% of All Funds
3.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
24
Increased
48
Reduced
42
Closed
36
Calls
$2.88M
Puts
$2.74M
Net Calls
+$139K
Net Calls Change
-$827K
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$175M +$14.3M +478,199 +9%
WA
2
Wasatch Advisors
Utah
$86.8M +$49.1M +1,639,875 +131%
JHIU
3
Janus Henderson Investors US
Colorado
$80.6M +$29.8M +995,289 +59%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$76.7M -$28M -932,633 -27%
Vanguard Group
5
Vanguard Group
Pennsylvania
$69.6M +$1.02M +33,920 +1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$41.2M -$24.5M -816,950 -37%
DDC
7
DF Dent & Co
Maryland
$39.7M +$39.1M +1,303,400 +5,948%
TCM
8
TimesSquare Capital Management
New York
$38.9M +$38.9M +1,298,200 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$33.6M
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$28.5M +$6.71M +223,841 +31%
Franklin Resources
11
Franklin Resources
California
$27.8M +$27.8M +927,758 New
ClearBridge Investments
12
ClearBridge Investments
New York
$27.6M -$1.03M -34,352 -4%
SIMG
13
Stephens Investment Management Group
Texas
$26.1M +$4.1M +136,699 +19%
BIT
14
BlackRock Institutional Trust
California
$25.5M -$324K -10,809 -1%
BFA
15
BlackRock Fund Advisors
California
$25.4M -$264K -8,818 -1%
KCM
16
Kornitzer Capital Management
Kansas
$25.3M -$343K -11,435 -1%
Invesco
17
Invesco
Georgia
$24.3M +$409K +13,660 +2%
State Street
18
State Street
Massachusetts
$17M +$232K +7,743 +1%
MNA
19
Manning & Napier Advisors
New York
$16.6M +$16.6M +552,790 New
RIM
20
Ranger Investment Management
Texas
$16M -$8.84M -295,063 -36%
Millennium Management
21
Millennium Management
New York
$15.4M +$12.2M +406,006 +374%
WCA
22
Whetstone Capital Advisors
Kansas
$14.9M +$14.9M +496,251 New
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$14.7M -$121K -4,037 -0.8%
Northern Trust
24
Northern Trust
Illinois
$13.9M +$451K +15,043 +3%
UBS Group
25
UBS Group
Switzerland
$12.9M +$4.2M +140,050 +48%