ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
198 hedge funds and large institutions have $2.08B invested in ENVESTNET, INC. in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 20 closing their positions.
332% more call options, than puts
Call options by funds: $11M | Put options by funds: $2.55M
140% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 20
16% more funds holding
Funds holding: 170 → 198 (+28)
5% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 62
3% less capital invested
Capital invested by funds: $2.16B → $2.08B (-$74.3M)
1.85% less ownership
Funds ownership: 96.09% → 94.23% (-1.9%)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$17.9M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$15.6M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$11M |
| 4 |
Renaissance Technologies
New York
|
+$8.16M |
| 5 |
Morgan Stanley
New York
|
+$7.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$20.3M |
| 2 |
Bank of New York Mellon
New York
|
-$17.5M |
| 3 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$15.7M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$15.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$13.4M |
ENV Hedge Fund Activity: Q4 2017 in Review
198 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q4 2017, worth a combined $2.08B — down 3.4% from $2.16B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new ENV positions and 20 closed out — a net gain of 28 holders — while 65 added to existing stakes and 62 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $17.9M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $20.3M sold.
- 198 institutional investors held ENVESTNET, INC. (ENV) as of Q4 2017, up from 170 in Q3 2017.
- Funds reported $2.08B of ENVESTNET, INC. stock for Q4 2017, down 3.4% quarter-over-quarter.
- 48 funds opened new ENVESTNET, INC. positions in Q4 2017 and 20 closed out, a net change of +28 holders.
- The largest ENVESTNET, INC. buyer in Q4 2017 was PNC Financial Services Group, an estimated $17.9M added.
- The largest ENVESTNET, INC. seller in Q4 2017 was Nationwide Fund Advisors, an estimated $20.3M sold.
Based on aggregated 13F filings for Q4 2017.