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ENV

ENVESTNET, INC.
ENV

Delisted

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

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273 hedge funds and large institutions have $4.41B invested in ENVESTNET, INC. in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

15% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 87

13% more capital invested

Capital invested by funds: $3.89B → $4.41B (+$517M)

7.44% more ownership

Funds ownership: 98.82% → 106.25% (+7.4%)

7% more funds holding

Funds holding: 256 → 273 (+17)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

29% less call options, than puts

Call options by funds: $3.21M | Put options by funds: $4.49M

Holders
273
Holders Change
+17
Holders Change %
+6.64%
% of All Funds
5.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
42
Increased
100
Reduced
87
Closed
24
Calls
$3.21M
Puts
$4.49M
Net Calls
-$1.28M
Net Calls Change
-$6.11M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$173M
2
JCM
Junto Capital Management
New York
+$54.4M
3
AI
Advent International
Massachusetts
+$54.1M
4
Brown Advisory
Brown Advisory
Maryland
+$51.9M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$22.4M

Top Sellers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
-$31.4M
2
Wells Fargo
Wells Fargo
California
-$20.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$14.8M
4
TCM
TimesSquare Capital Management
New York
-$9.59M
5
Nuveen
Nuveen
North Carolina
-$8.54M

ENV Hedge Fund Activity: Q3 2020 in Review

273 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q3 2020, worth a combined $4.41B — up 13% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ENV positions and 24 closed out — a net gain of 18 holders — while 100 added to existing stakes and 87 trimmed.

The largest buyer was BlackRock, adding an estimated $173M. The largest seller was Champlain Investment Partners, cutting an estimated $31.4M.

  • 273 institutional investors held ENVESTNET, INC. (ENV) as of Q3 2020, up from 256 in Q2 2020.
  • Funds reported $4.41B of ENVESTNET, INC. stock for Q3 2020, up 13% quarter-over-quarter.
  • 42 funds opened new ENVESTNET, INC. positions in Q3 2020 and 24 closed out, a net change of +18 holders.
  • The largest ENVESTNET, INC. buyer in Q3 2020 was BlackRock, an estimated $173M added.
  • The largest ENVESTNET, INC. seller in Q3 2020 was Champlain Investment Partners, an estimated $31.4M sold.

Based on aggregated 13F filings for Q3 2020.