ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
256 hedge funds and large institutions have $4.46B invested in ENVESTNET, INC. in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 89 increasing their positions, 88 reducing their positions, and 16 closing their positions.
163% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 16
55% more call options, than puts
Call options by funds: $4.54M | Put options by funds: $2.93M
11% more funds holding
Funds holding: 231 → 256 (+25)
1% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 88
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2% less capital invested
Capital invested by funds: $4.55B → $4.46B (-$89.1M)
1.15% less ownership
Funds ownership: 104.07% → 102.92% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$45.4M |
| 2 |
IC
Impactive Capital
New York City,
New York
|
+$22.7M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$11.9M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$7.45M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$57.1M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
-$33.3M |
| 3 |
JP Morgan Chase
New York
|
-$26.9M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$11.6M |
| 5 |
Swedbank
Stockholm,
Sweden
|
-$11.2M |
ENV Hedge Fund Activity: Q4 2021 in Review
256 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q4 2021, worth a combined $4.46B — down 2% from $4.55B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new ENV positions and 16 closed out — a net gain of 26 holders — while 89 added to existing stakes and 88 trimmed.
The largest buyer was HSBC Holdings, adding an estimated $45.4M. The largest seller was Barclays, cutting an estimated $57.1M.
- 256 institutional investors held ENVESTNET, INC. (ENV) as of Q4 2021, up from 231 in Q3 2021.
- Funds reported $4.46B of ENVESTNET, INC. stock for Q4 2021, down 2% quarter-over-quarter.
- 42 funds opened new ENVESTNET, INC. positions in Q4 2021 and 16 closed out, a net change of +26 holders.
- The largest ENVESTNET, INC. buyer in Q4 2021 was HSBC Holdings, an estimated $45.4M added.
- The largest ENVESTNET, INC. seller in Q4 2021 was Barclays, an estimated $57.1M sold.
Based on aggregated 13F filings for Q4 2021.