ENVESTNET, INC.
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.
73% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 22
28% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 90
5% more funds holding
Funds holding: 273 → 286 (+13)
5% more call options, than puts
Call options by funds: $4.29M | Put options by funds: $4.07M
3% more capital invested
Capital invested by funds: $4.41B → $4.54B (+$131M)
4% less ownership
Funds ownership: 106.25% → 102.25% (-4%)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$39.9M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$32.3M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$25.1M |
| 4 |
ClearBridge Investments
New York
|
+$23.4M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$174M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$86M |
| 3 |
JCM
Junto Capital Management
New York
|
-$52.5M |
| 4 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
-$20M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$18.6M |
ENV Hedge Fund Activity: Q4 2020 in Review
286 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q4 2020, worth a combined $4.54B — up 3% from $4.41B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new ENV positions and 22 closed out — a net gain of 16 holders — while 115 added to existing stakes and 90 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $39.9M. The largest seller was BlackRock, cutting an estimated $174M.
- 286 institutional investors held ENVESTNET, INC. (ENV) as of Q4 2020, up from 273 in Q3 2020.
- Funds reported $4.54B of ENVESTNET, INC. stock for Q4 2020, up 3% quarter-over-quarter.
- 38 funds opened new ENVESTNET, INC. positions in Q4 2020 and 22 closed out, a net change of +16 holders.
- The largest ENVESTNET, INC. buyer in Q4 2020 was JP Morgan Chase, an estimated $39.9M added.
- The largest ENVESTNET, INC. seller in Q4 2020 was BlackRock, an estimated $174M sold.
Based on aggregated 13F filings for Q4 2020.