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ENV

ENVESTNET, INC.

Delisted

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

256 hedge funds and large institutions have $3.89B invested in ENVESTNET, INC. in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $7.17M | Put options by funds: $2.35M

73% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 67

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

41% more capital invested

Capital invested by funds: $2.75B → $3.89B (+$1.14B)

6% more funds holding

Funds holding: 242256 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
256
Holders Change
+14
Holders Change %
+5.79%
% of All Funds
5.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
116
Reduced
67
Closed
24
Calls
$7.17M
Puts
$2.35M
Net Calls
+$4.83M
Net Calls Change
+$359K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$470M +$23.6M +360,491 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$362M +$5.99M +91,710 +2%
Wells Fargo
3
Wells Fargo
California
$287M +$25.8M +394,622 +11%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$165M -$12.4M -189,429 -8%
JP Morgan Chase
5
JP Morgan Chase
New York
$163M +$14.5M +221,820 +11%
VBA
6
Van Berkom & Associates
Quebec, Canada
$110M +$708K +10,837 +0.7%
DDC
7
DF Dent & Co
Maryland
$99.7M +$4.39M +67,203 +5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$82.4M +$10.1K +155 +0%
SIMG
9
Stephens Investment Management Group
Texas
$81.5M +$5.02M +76,826 +7%
State Street
10
State Street
Massachusetts
$81.4M +$5.71M +87,380 +9%
CIP
11
Champlain Investment Partners
Vermont
$78.5M -$1.55M -23,700 -2%
GCM
12
Geneva Capital Management
Wisconsin
$78.3M +$9.97M +152,565 +17%
American Century Companies
13
American Century Companies
Missouri
$73.5M +$6.6M +101,014 +11%
TCM
14
TimesSquare Capital Management
New York
$71.5M -$20M -305,835 -24%
ClearBridge Investments
15
ClearBridge Investments
New York
$71.3M +$151K +2,304 +0.2%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$68.3M +$310K +4,739 +0.5%
AI
17
Advent International
Massachusetts
$61.5M +$2.94M +45,000 +6%
Aberdeen Group
18
Aberdeen Group
United Kingdom
$61.5M +$10.3M +157,395 +23%
Northern Trust
19
Northern Trust
Illinois
$59.5M +$4.91M +75,206 +10%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$55.4M +$3.44M +52,715 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$54.8M +$1.62M +24,746 +3%
Federated Hermes
22
Federated Hermes
Pennsylvania
$49.5M +$3.46M +53,000 +9%
Victory Capital Management
23
Victory Capital Management
Texas
$48.3M -$12.4M -190,477 -22%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$47.4M -$1.89M -28,933 -4%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$45.4M +$3.51M +53,702 +10%

ENV Hedge Fund Activity: Q2 2020 in Review

256 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2020, worth a combined $3.89B — up 41% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ENV positions and 24 closed out — a net gain of 15 holders — while 116 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $25.8M. The largest seller was Spyglass Capital Management, exiting entirely with an estimated $21.5M sold.

  • 256 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2020, up from 242 in Q1 2020.
  • Funds reported $3.89B of ENVESTNET, INC. stock for Q2 2020, up 41% quarter-over-quarter.
  • 39 funds opened new ENVESTNET, INC. positions in Q2 2020 and 24 closed out, a net change of +15 holders.
  • The largest ENVESTNET, INC. buyer in Q2 2020 was Wells Fargo, an estimated $25.8M added.
  • The largest ENVESTNET, INC. seller in Q2 2020 was Spyglass Capital Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2020.