ENV

ENVESTNET, INC.

Delisted

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

170 hedge funds and large institutions have $2.16B invested in ENVESTNET, INC. in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+25
Holders Change %
+17.24%
% of All Funds
4.24%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.17%
New
39
Increased
57
Reduced
42
Closed
12
Calls
$8.52M
Puts
$2.72M
Net Calls
+$5.79M
Net Calls Change
+$4.73M
Name Holding Trade Value Shares
Change
Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$198M -$7.34M -143,962 -4%
Wells Fargo
2
Wells Fargo
California
$183M +$33.2M +651,579 +22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$178M +$1.5M +29,427 +0.9%
BlackRock
4
BlackRock
New York
$136M +$452K +8,864 +0.3%
WA
5
Wasatch Advisors
Utah
$100M -$1.11M -21,778 -1%
SIMG
6
Stephens Investment Management Group
Texas
$73.2M +$4.37M +85,642 +6%
VBA
7
Van Berkom & Associates
Quebec, Canada
$70.3M -$14M -274,297 -17%
DDC
8
DF Dent & Co
Maryland
$67.3M -$7.84M -153,807 -10%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$57.1M
TCM
10
TimesSquare Capital Management
New York
$49.2M -$55M -1,078,750 -53%
ClearBridge Investments
11
ClearBridge Investments
New York
$46.7M +$16.3K +320 +0%
Brown Advisory
12
Brown Advisory
Maryland
$45.1M +$2.1M +41,176 +5%
State Street
13
State Street
Massachusetts
$41M +$490K +9,610 +1%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$37.6M -$5.54M -108,715 -13%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$36.3M +$1.49M +29,897 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$35.6M +$2.84M +55,609 +9%
Franklin Resources
17
Franklin Resources
California
$35.3M -$4.91M -96,353 -12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$32.3M +$10.2M +200,705 +46%
Northern Trust
19
Northern Trust
Illinois
$31.2M +$623K +12,212 +2%
O
20
OppenheimerFunds
New York
$30.5M +$4.12M +80,875 +16%
Victory Capital Management
21
Victory Capital Management
Texas
$30.1M +$30.1M +590,210 New
ORI
22
Oak Ridge Investments
Illinois
$28.7M -$6.3M -123,495 -18%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$26.5M +$616K +12,085 +2%
TCGI
24
Three Corner Global Investors
New York
$25.5M +$1.16M +22,700 +5%
UBS Group
25
UBS Group
Switzerland
$24.5M -$3.71M -72,655 -13%