ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
231 hedge funds and large institutions have $4.55B invested in ENVESTNET, INC. in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 101 reducing their positions, and 36 closing their positions.
489% more call options, than puts
Call options by funds: $12.3M | Put options by funds: $2.08M
7% more capital invested
Capital invested by funds: $4.26B → $4.55B (+$292M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6% less funds holding
Funds holding: 245 → 231 (-14)
33% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 36
42% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$184M |
| 2 |
PCP
P2 Capital Partners
New York
|
+$25.2M |
| 3 |
IC
Impactive Capital
New York City,
New York
|
+$16.2M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$13.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$6.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$42.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$33.6M |
| 3 |
ClearBridge Investments
New York
|
-$23.7M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$18.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$16.3M |
ENV Hedge Fund Activity: Q3 2021 in Review
231 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q3 2021, worth a combined $4.55B — up 6.9% from $4.26B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of ENV and 24 opened new positions — a net loss of 12 holders — while 101 trimmed existing stakes and 59 added.
The largest buyer was Barclays, adding an estimated $184M. The largest seller was DF Dent & Co, cutting an estimated $42.6M.
- 231 institutional investors held ENVESTNET, INC. (ENV) as of Q3 2021, down from 245 in Q2 2021.
- Funds reported $4.55B of ENVESTNET, INC. stock for Q3 2021, up 6.9% quarter-over-quarter.
- 24 funds opened new ENVESTNET, INC. positions in Q3 2021 and 36 closed out, a net change of -12 holders.
- The largest ENVESTNET, INC. buyer in Q3 2021 was Barclays, an estimated $184M added.
- The largest ENVESTNET, INC. seller in Q3 2021 was DF Dent & Co, an estimated $42.6M sold.
Based on aggregated 13F filings for Q3 2021.