ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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239 hedge funds and large institutions have $3.99B invested in ENVESTNET, INC. in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 99 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-47
Holders Change %
-16.43%
% of All Funds
4.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
91
Reduced
99
Closed
64
Calls
$5.28M
Puts
$2.83M
Net Calls
+$2.45M
Net Calls Change
+$2.24M

Top Buyers

1
ESCM
Echo Street Capital Management
New York
+$121M
2
Bank of America
Bank of America
North Carolina
+$105M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59.1M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$54.9M
5
Ameriprise
Ameriprise
Minnesota
+$51.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$99.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$83.2M
3
American Century Companies
American Century Companies
Missouri
-$58.8M
4
Victory Capital Management
Victory Capital Management
Texas
-$47.4M
5
WRF
Waddell & Reed Financial
Kansas
-$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$477M +$13.9M +192,906 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$358M +$7.45M +103,117 +2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$264M +$59.1M +817,921 +29%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$160M -$447K -6,190 -0.3%
AI
5
Advent International
Massachusetts
$136M +$18.1M +250,000 +15%
Bank of America
6
Bank of America
North Carolina
$126M +$105M +1,457,980 +519%
VBA
7
Van Berkom & Associates
Quebec, Canada
$123M +$21.4M +296,909 +21%
ESCM
8
Echo Street Capital Management
New York
$121M +$121M +1,679,578 New
Federated Hermes
9
Federated Hermes
Pennsylvania
$116M +$54.9M +760,028 +90%
DDC
10
DF Dent & Co
Maryland
$96.4M -$4.91M -67,937 -5%
ClearBridge Investments
11
ClearBridge Investments
New York
$91.8M +$754K +10,436 +0.8%
Ameriprise
12
Ameriprise
Minnesota
$90.3M +$51.2M +708,993 +131%
Wells Fargo
13
Wells Fargo
California
$87.3M -$99.1M -1,372,060 -53%
SIMG
14
Stephens Investment Management Group
Texas
$86.9M +$8.87M +122,853 +11%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$81M -$8.6K -119 -0%
GCM
16
Geneva Capital Management
Wisconsin
$79.2M -$2M -27,682 -2%
State Street
17
State Street
Massachusetts
$76.2M -$563K -7,799 -0.7%
TCM
18
TimesSquare Capital Management
New York
$73M +$15.9M +220,400 +28%
Brown Advisory
19
Brown Advisory
Maryland
$71.4M +$2.02M +27,990 +3%
CIP
20
Champlain Investment Partners
Vermont
$63.9M +$14M +194,050 +28%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$63.8M -$932K -12,902 -1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$61.4M +$5.06M +70,009 +9%
Northern Trust
23
Northern Trust
Illinois
$54.2M -$200K -2,769 -0.4%
EVM
24
Eaton Vance Management
Massachusetts
$53.2M +$12.1M +167,213 +29%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$51.5M -$155K -2,151 -0.3%
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