ENV

ENVESTNET, INC.

Delisted

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

157 hedge funds and large institutions have $1.4B invested in ENVESTNET, INC. in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
52
Reduced
39
Closed
21
Calls
$2.28M
Puts
$3.12M
Net Calls
-$847K
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$113M -$12M -371,462 -10%
JHIU
2
Janus Henderson Investors US
Colorado
$112M -$240K -7,441 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$105M +$4.85M +150,179 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$84.7M -$51M -1,580,135 -38%
BlackRock
5
BlackRock
New York
$83.4M +$83.3M +2,578,370 +76,215%
TCM
6
TimesSquare Capital Management
New York
$72.2M +$8.91M +275,955 +14%
WA
7
Wasatch Advisors
Utah
$62.3M -$12.6M -391,056 -17%
VBA
8
Van Berkom & Associates
Quebec, Canada
$49.1M +$9.8M +303,286 +25%
DDC
9
DF Dent & Co
Maryland
$48.7M +$2.74M +84,876 +6%
SIMG
10
Stephens Investment Management Group
Texas
$43.6M +$4.64M +143,692 +12%
Franklin Resources
11
Franklin Resources
California
$37M -$952K -29,462 -3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$36.2M
CIP
13
Champlain Investment Partners
Vermont
$31.4M +$3.04M +94,235 +11%
Brown Advisory
14
Brown Advisory
Maryland
$26.7M +$4.33M +133,923 +19%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$26.1M -$4.46M -138,030 -15%
ClearBridge Investments
16
ClearBridge Investments
New York
$25.4M +$36.6K +1,133 +0.1%
State Street
17
State Street
Massachusetts
$24M +$845K +26,157 +4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$23.6M +$835K +25,837 +4%
ORI
19
Oak Ridge Investments
Illinois
$20.9M +$20.9M +648,348 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$20.9M -$551K -17,053 -3%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$19.7M +$3.3M +102,216 +20%
Northern Trust
22
Northern Trust
Illinois
$17.4M -$702K -21,743 -4%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$17M -$380K -11,772 -2%
UBS Group
24
UBS Group
Switzerland
$15.6M +$1.12M +34,639 +8%
TCGI
25
Three Corner Global Investors
New York
$13.8M +$934K +28,913 +7%