ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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140 hedge funds and large institutions have $1.56B invested in ENVESTNET, INC. in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
53
Reduced
46
Closed
11
Calls
$3.78M
Puts
$1.09M
Net Calls
+$2.7M
Net Calls Change
+$2.99M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$35.4M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$9.9M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$9.57M
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$6.35M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.81M

Top Sellers

1
TAM
Tiverton Asset Management
Delaware
-$31.6M
2
Wells Fargo
Wells Fargo
California
-$31.5M
3
DDC
DF Dent & Co
Maryland
-$14.2M
4
TCM
TimesSquare Capital Management
New York
-$12.1M
5
Franklin Resources
Franklin Resources
California
-$9.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$203M +$35.4M +970,504 +21%
Wells Fargo
2
Wells Fargo
California
$154M -$31.5M -863,068 -17%
JHIU
3
Janus Henderson Investors US
Colorado
$126M +$864K +23,715 +0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$110M +$4.81M +131,832 +5%
WA
5
Wasatch Advisors
Utah
$83.2M +$3.72M +101,948 +5%
TCM
6
TimesSquare Capital Management
New York
$62M -$12.1M -330,755 -16%
DDC
7
DF Dent & Co
Maryland
$54.6M -$14.2M -389,333 -21%
Franklin Resources
8
Franklin Resources
California
$42.8M -$9.09M -249,393 -18%
SIMG
9
Stephens Investment Management Group
Texas
$42.7M +$1.95M +53,451 +5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$40.8M – – –
BFA
11
BlackRock Fund Advisors
California
$38.8M +$2.43M +66,594 +7%
BIT
12
BlackRock Institutional Trust
California
$36.2M +$625K +17,150 +2%
CIP
13
Champlain Investment Partners
Vermont
$34.8M -$173K -4,735 -0.5%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$34.7M +$833K +22,865 +2%
ClearBridge Investments
15
ClearBridge Investments
New York
$28.6M -$8.49M -232,930 -23%
Northern Trust
16
Northern Trust
Illinois
$28.6M +$1.84M +50,607 +7%
VBA
17
Van Berkom & Associates
Quebec, Canada
$28.2M +$1.37M +37,450 +5%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$26.4M -$4.32M -118,560 -14%
State Street
19
State Street
Massachusetts
$25.1M +$904K +24,807 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$24.8M -$518K -14,199 -2%
Brown Advisory
21
Brown Advisory
Maryland
$23.9M +$1.56M +42,707 +7%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$18.4M -$123K -3,378 -0.7%
UBS Group
23
UBS Group
Switzerland
$18.3M -$848K -23,256 -4%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$15.6M -$271K -7,448 -2%
PCM
25
Peregrine Capital Management
Minnesota
$13.8M +$13.8M +377,925 New
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