ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
233 hedge funds and large institutions have $3.23B invested in ENVESTNET, INC. in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 25 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 66
32% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 25
6% more capital invested
Capital invested by funds: $3.04B → $3.23B (+$187M)
2% more funds holding
Funds holding: 228 → 233 (+5)
5.66% less ownership
Funds ownership: 96.59% → 90.93% (-5.7%)
24% less call options, than puts
Call options by funds: $5.29M | Put options by funds: $6.96M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$36.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.4M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$19.4M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$19.4M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$16.3M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$15.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$15.4M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$11.5M |
| 5 |
Select Equity Group
New York
|
-$8.25M |
ENV Hedge Fund Activity: Q2 2019 in Review
233 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2019, worth a combined $3.23B — up 6.1% from $3.04B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new ENV positions and 25 closed out — a net gain of 8 holders — while 90 added to existing stakes and 66 trimmed.
The largest buyer was Invesco, adding an estimated $36.1M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $16.3M sold.
- 233 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2019, up from 228 in Q1 2019.
- Funds reported $3.23B of ENVESTNET, INC. stock for Q2 2019, up 6.1% quarter-over-quarter.
- 33 funds opened new ENVESTNET, INC. positions in Q2 2019 and 25 closed out, a net change of +8 holders.
- The largest ENVESTNET, INC. buyer in Q2 2019 was Invesco, an estimated $36.1M added.
- The largest ENVESTNET, INC. seller in Q2 2019 was ArrowMark Colorado Holdings, an estimated $16.3M sold.
Based on aggregated 13F filings for Q2 2019.