ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
242 hedge funds and large institutions have $2.73B invested in ENVESTNET, INC. in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 94 reducing their positions, and 32 closing their positions.
161% more call options, than puts
Call options by funds: $7.25M | Put options by funds: $2.79M
25% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 32
3% more funds holding
Funds holding: 236 → 242 (+6)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.8% less ownership
Funds ownership: 96.73% → 95.93% (-0.8%)
21% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 94
23% less capital invested
Capital invested by funds: $3.54B → $2.73B (-$806M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$64.3M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$20.4M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$14.3M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$12.8M |
| 5 |
SCM
Spyglass Capital Management
San Francisco,
California
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$93.8M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$32.3M |
| 3 |
Select Equity Group
New York
|
-$15M |
| 4 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$12.6M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$12.3M |
ENV Hedge Fund Activity: Q1 2020 in Review
242 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2020, worth a combined $2.73B — down 23% from $3.54B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new ENV positions and 32 closed out — a net gain of 8 holders — while 74 added to existing stakes and 94 trimmed.
The largest buyer was American Century Companies, opening a new position worth an estimated $64.3M. The largest seller was Janus Henderson Group, cutting an estimated $93.8M.
- 242 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2020, up from 236 in Q4 2019.
- Funds reported $2.73B of ENVESTNET, INC. stock for Q1 2020, down 23% quarter-over-quarter.
- 40 funds opened new ENVESTNET, INC. positions in Q1 2020 and 32 closed out, a net change of +8 holders.
- The largest ENVESTNET, INC. buyer in Q1 2020 was American Century Companies, an estimated $64.3M added.
- The largest ENVESTNET, INC. seller in Q1 2020 was Janus Henderson Group, an estimated $93.8M sold.
Based on aggregated 13F filings for Q1 2020.