ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
135 hedge funds and large institutions have $1.44B invested in ENVESTNET, INC. in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
71% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 34
24% more capital invested
Capital invested by funds: $1.16B → $1.44B (+$276M)
5% more funds holding
Funds holding: 129 → 135 (+6)
21% less call options, than puts
Call options by funds: $1.12M | Put options by funds: $1.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$39M |
| 2 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
|
+$20.5M |
| 3 |
Bank of New York Mellon
New York
|
+$15.8M |
| 4 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$11.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$8.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$29.2M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$18.1M |
| 3 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$16.2M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$11M |
| 5 |
TCGI
Three Corner Global Investors
New York
|
-$8.96M |
ENV Hedge Fund Activity: Q2 2016 in Review
135 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2016, worth a combined $1.44B — up 24% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ENV positions and 12 closed out — a net gain of 9 holders — while 58 added to existing stakes and 34 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $39M. The largest seller was Wells Fargo, cutting an estimated $29.2M.
- 135 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2016, up from 129 in Q1 2016.
- Funds reported $1.44B of ENVESTNET, INC. stock for Q2 2016, up 24% quarter-over-quarter.
- 21 funds opened new ENVESTNET, INC. positions in Q2 2016 and 12 closed out, a net change of +9 holders.
- The largest ENVESTNET, INC. buyer in Q2 2016 was Wellington Management Group, an estimated $39M added.
- The largest ENVESTNET, INC. seller in Q2 2016 was Wells Fargo, an estimated $29.2M sold.
Based on aggregated 13F filings for Q2 2016.