ENV

ENVESTNET, INC.

Delisted

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

215 hedge funds and large institutions have $2.76B invested in ENVESTNET, INC. in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
74
Reduced
74
Closed
26
Calls
$3.49M
Puts
$2.46M
Net Calls
+$1.03M
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$240M +$6.88M +112,801 +3%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$217M -$973K -15,961 -0.4%
Wells Fargo
3
Wells Fargo
California
$211M -$11.4M -186,810 -5%
BlackRock
4
BlackRock
New York
$195M +$3.04M +49,908 +2%
WA
5
Wasatch Advisors
Utah
$153M +$851K +13,957 +0.6%
VBA
6
Van Berkom & Associates
Quebec, Canada
$77.4M -$1.68M -27,540 -2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$76.9M +$10.8M +177,169 +16%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$68.4M +$72K +1,182 +0.1%
DDC
9
DF Dent & Co
Maryland
$66.6M -$1.84M -30,120 -3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$66.4M +$3.8M +62,341 +6%
SIMG
11
Stephens Investment Management Group
Texas
$57.1M -$1.55M -25,376 -3%
State Street
12
State Street
Massachusetts
$57M +$3.9M +64,007 +7%
ClearBridge Investments
13
ClearBridge Investments
New York
$54.1M +$729K +11,953 +1%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$46.7M -$873K -14,317 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$45.7M -$3.53M -57,933 -7%
AI
16
Advent International
Massachusetts
$42.2M
Victory Capital Management
17
Victory Capital Management
Texas
$40.2M +$11.4M +187,607 +40%
Northern Trust
18
Northern Trust
Illinois
$39.4M +$803K +13,181 +2%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$39.3M +$7.85M +128,870 +25%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$39.2M +$11.1M +182,142 +39%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$36.2M -$1.27M -20,880 -3%
Franklin Resources
22
Franklin Resources
California
$34.4M -$4.26M -69,956 -11%
WRF
23
Waddell & Reed Financial
Kansas
$33.1M +$17K +279 +0.1%
AAMU
24
Amundi Asset Management US
Massachusetts
$32.5M +$3.74M +61,423 +13%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$32.5M +$1.82M +29,843 +6%