ENV

ENVESTNET, INC.

Delisted

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

152 hedge funds and large institutions have $1.54B invested in ENVESTNET, INC. in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+12
Holders Change %
+8.57%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
29
Increased
45
Reduced
53
Closed
16
Calls
$1.85M
Puts
$250K
Net Calls
+$1.6M
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$148M -$47.7M -1,354,519 -24%
Wells Fargo
2
Wells Fargo
California
$137M -$12.5M -355,594 -8%
JHIU
3
Janus Henderson Investors US
Colorado
$122M +$346K +9,816 +0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$110M +$3.56M +100,878 +3%
WA
5
Wasatch Advisors
Utah
$81.8M +$1.27M +35,932 +2%
TCM
6
TimesSquare Capital Management
New York
$69.1M +$9.14M +259,260 +15%
DDC
7
DF Dent & Co
Maryland
$50.2M -$2.59M -73,356 -5%
BFA
8
BlackRock Fund Advisors
California
$44.1M +$6.58M +186,610 +18%
VBA
9
Van Berkom & Associates
Quebec, Canada
$42.9M +$15.6M +442,803 +57%
SIMG
10
Stephens Investment Management Group
Texas
$42.6M +$1.25M +35,379 +3%
Franklin Resources
11
Franklin Resources
California
$41.4M -$11.8K -334 -0%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$39.5M
BIT
13
BlackRock Institutional Trust
California
$37.8M +$2.83M +80,369 +8%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$33.3M -$207K -5,870 -0.6%
CIP
15
Champlain Investment Partners
Vermont
$31M -$2.67M -75,635 -8%
ClearBridge Investments
16
ClearBridge Investments
New York
$27.7M -$28.3K -802 -0.1%
State Street
17
State Street
Massachusetts
$25.2M +$919K +26,079 +4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$24.9M -$693K -19,667 -3%
Brown Advisory
19
Brown Advisory
Maryland
$24.4M +$1.35M +38,252 +6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$23.4M -$586K -16,621 -2%
Northern Trust
21
Northern Trust
Illinois
$19.8M -$7.87M -223,169 -28%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$18.9M +$9.66M +274,032 +104%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$17.9M +$34.2K +969 +0.2%
UBS Group
24
UBS Group
Switzerland
$15.8M -$1.89M -53,655 -11%
TCGI
25
Three Corner Global Investors
New York
$14.1M +$14.1M +399,087 New