ENV

ENVESTNET, INC.

Delisted

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

224 hedge funds and large institutions have $2.82B invested in ENVESTNET, INC. in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-9
Holders Change %
-3.86%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
93
Reduced
63
Closed
36
Calls
$8.81M
Puts
$3.13M
Net Calls
+$5.68M
Net Calls Change
+$7.35M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$333M +$138M +2,434,924 +71%
Vanguard Group
2
Vanguard Group
Pennsylvania
$262M +$7.69M +135,594 +3%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$212M +$16.9M +298,706 +9%
Wells Fargo
4
Wells Fargo
California
$206M +$25.9M +457,117 +14%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$101M +$27.3M +481,677 +37%
TCM
6
TimesSquare Capital Management
New York
$87.4M +$52.2M +920,535 +148%
DDC
7
DF Dent & Co
Maryland
$69.6M +$2.3M +40,652 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$63.5M -$140K -2,470 -0.2%
State Street
9
State Street
Massachusetts
$56.6M -$1.96M -34,508 -3%
CIP
10
Champlain Investment Partners
Vermont
$55.9M +$12.3M +216,775 +28%
ClearBridge Investments
11
ClearBridge Investments
New York
$55.2M +$3.75M +66,189 +7%
SIMG
12
Stephens Investment Management Group
Texas
$53.2M +$1.33M +23,533 +3%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$50.8M -$179K -3,160 -0.4%
WA
14
Wasatch Advisors
Utah
$49.6M -$79.6M -1,404,731 -62%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$47M +$1.92M +33,940 +4%
AI
16
Advent International
Massachusetts
$44.9M +$5.63M +99,343 +14%
Federated Hermes
17
Federated Hermes
Pennsylvania
$43.6M +$20.4M +359,360 +88%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$42.8M -$229K -4,032 -0.5%
Northern Trust
19
Northern Trust
Illinois
$42.5M +$3.69M +65,093 +10%
Victory Capital Management
20
Victory Capital Management
Texas
$36.3M +$6.12M +107,996 +20%
WRF
21
Waddell & Reed Financial
Kansas
$35.8M -$4.76K -84 -0%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$35.2M +$1.95M +34,480 +6%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$31.9M +$3.61M +63,744 +13%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$29.7M +$1.6M +28,174 +6%
Norges Bank
25
Norges Bank
Norway
$29M