ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
141 hedge funds and large institutions have $1.57B invested in ENVESTNET, INC. in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 11 closing their positions.
247% more call options, than puts
Call options by funds: $3.78M | Put options by funds: $1.09M
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
15% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 46
9% more capital invested
Capital invested by funds: $1.44B → $1.57B (+$131M)
4% more funds holding
Funds holding: 135 → 141 (+6)
2.05% less ownership
Funds ownership: 102.63% → 100.58% (-2.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$36.8M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$10.3M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$9.97M |
| 4 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$6.62M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
|
-$32.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$32.8M |
| 3 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$14.8M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$12.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$9.47M |
ENV Hedge Fund Activity: Q3 2016 in Review
141 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q3 2016, worth a combined $1.57B — up 9.1% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new ENV positions and 11 closed out — a net gain of 6 holders — while 53 added to existing stakes and 46 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $36.8M. The largest seller was Tiverton Asset Management, cutting an estimated $32.9M.
- 141 institutional investors held ENVESTNET, INC. (ENV) as of Q3 2016, up from 135 in Q2 2016.
- Funds reported $1.57B of ENVESTNET, INC. stock for Q3 2016, up 9.1% quarter-over-quarter.
- 17 funds opened new ENVESTNET, INC. positions in Q3 2016 and 11 closed out, a net change of +6 holders.
- The largest ENVESTNET, INC. buyer in Q3 2016 was Wellington Management Group, an estimated $36.8M added.
- The largest ENVESTNET, INC. seller in Q3 2016 was Tiverton Asset Management, an estimated $32.9M sold.
Based on aggregated 13F filings for Q3 2016.