ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
245 hedge funds and large institutions have $4.27B invested in ENVESTNET, INC. in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 78 increasing their positions, 91 reducing their positions, and 38 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 38
10% more call options, than puts
Call options by funds: $6.93M | Put options by funds: $6.29M
7% more capital invested
Capital invested by funds: $3.99B → $4.27B (+$278M)
3% more funds holding
Funds holding: 239 → 245 (+6)
1.28% more ownership
Funds ownership: 102.15% → 103.43% (+1.3%)
14% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Impactive Capital
New York City,
New York
|
+$105M |
| 2 |
BlackRock
New York
|
+$70.4M |
| 3 |
State Street
Boston,
Massachusetts
|
+$43.8M |
| 4 |
Bank of New York Mellon
New York
|
+$23.2M |
| 5 |
ESCM
Echo Street Capital Management
New York
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$102M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$47.2M |
| 3 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$47M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$30M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$26.1M |
ENV Hedge Fund Activity: Q2 2021 in Review
245 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2021, worth a combined $4.27B — up 7% from $3.99B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new ENV positions and 38 closed out — a net gain of 6 holders — while 78 added to existing stakes and 91 trimmed.
The largest buyer was Impactive Capital, opening a new position worth an estimated $105M. The largest seller was Bank of America, cutting an estimated $102M.
- 245 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2021, up from 239 in Q1 2021.
- Funds reported $4.27B of ENVESTNET, INC. stock for Q2 2021, up 7% quarter-over-quarter.
- 44 funds opened new ENVESTNET, INC. positions in Q2 2021 and 38 closed out, a net change of +6 holders.
- The largest ENVESTNET, INC. buyer in Q2 2021 was Impactive Capital, an estimated $105M added.
- The largest ENVESTNET, INC. seller in Q2 2021 was Bank of America, an estimated $102M sold.
Based on aggregated 13F filings for Q2 2021.