ENV

ENVESTNET, INC.

Delisted

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

286 hedge funds and large institutions have $4.54B invested in ENVESTNET, INC. in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+13
Holders Change %
+4.76%
% of All Funds
5.07%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
38
Increased
115
Reduced
90
Closed
22
Calls
$4.29M
Puts
$4.07M
Net Calls
+$215K
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$527M -$178M -2,159,928 -25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$400M +$10.4M +126,505 +3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$234M +$40.7M +495,161 +21%
Wells Fargo
4
Wells Fargo
California
$212M -$87.8M -1,067,352 -29%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$183M -$523K -6,352 -0.3%
AI
6
Advent International
Massachusetts
$134M +$9.68M +117,596 +8%
VBA
7
Van Berkom & Associates
Quebec, Canada
$116M -$6.56M -79,770 -5%
DDC
8
DF Dent & Co
Maryland
$115M -$1.78M -21,598 -2%
ClearBridge Investments
9
ClearBridge Investments
New York
$104M +$23.9M +290,235 +30%
Aberdeen Group
10
Aberdeen Group
United Kingdom
$96.1M +$4.3M +52,268 +5%
GCM
11
Geneva Capital Management
Wisconsin
$92.5M +$2.5M +30,427 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$92.2M
SIMG
13
Stephens Investment Management Group
Texas
$88.8M +$1.49M +18,060 +2%
State Street
14
State Street
Massachusetts
$87.5M +$398K +4,835 +0.5%
American Century Companies
15
American Century Companies
Missouri
$79M -$5.95M -72,286 -7%
Brown Advisory
16
Brown Advisory
Maryland
$79M +$25.6M +310,879 +48%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$73.8M -$3.41M -41,416 -4%
Federated Hermes
18
Federated Hermes
Pennsylvania
$69.9M +$9.63M +116,992 +16%
TCM
19
TimesSquare Capital Management
New York
$65M -$5.09M -61,800 -7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$64.2M +$3.36M +40,856 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$63.3M +$4.31M +52,389 +7%
Northern Trust
22
Northern Trust
Illinois
$62M -$1.12M -13,568 -2%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$58.8M +$3.13M +38,058 +6%
Victory Capital Management
24
Victory Capital Management
Texas
$58.6M +$4.32M +52,480 +8%
CIP
25
Champlain Investment Partners
Vermont
$56.8M +$1.39M +16,865 +3%