ENV

ENVESTNET, INC.

Delisted

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

276 hedge funds and large institutions have $4.21B invested in ENVESTNET, INC. in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+20
Holders Change %
+7.81%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
50
Increased
96
Reduced
90
Closed
27
Calls
$12.5M
Puts
$5.52M
Net Calls
+$6.96M
Net Calls Change
+$5.34M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$574M +$9.54M +128,156 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$382M -$215K -2,886 -0.1%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$214M -$4.95M -66,483 -2%
IC
4
Impactive Capital
New York
$205M +$62.9M +845,206 +44%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$141M -$16.5M -221,504 -10%
AI
6
Advent International
Massachusetts
$140M
State Street
7
State Street
Massachusetts
$128M +$3.32M +44,600 +3%
ESCM
8
Echo Street Capital Management
New York
$116M -$1.22M -16,387 -1%
Federated Hermes
9
Federated Hermes
Pennsylvania
$103M -$17.9M -240,177 -15%
SIMG
10
Stephens Investment Management Group
Texas
$89M +$1.24M +16,715 +1%
Ameriprise
11
Ameriprise
Minnesota
$87.1M -$20.8M -279,143 -19%
ClearBridge Investments
12
ClearBridge Investments
New York
$86.7M +$257K +3,450 +0.3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$83.5M +$53.2K +714 +0.1%
VBA
14
Van Berkom & Associates
Quebec, Canada
$78.3M -$4.91M -65,927 -6%
GCM
15
Geneva Capital Management
Wisconsin
$77.4M -$864K -11,601 -1%
CIP
16
Champlain Investment Partners
Vermont
$69.6M -$9.98M -134,040 -13%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$69.3M +$2.04M +27,353 +3%
EVM
18
Eaton Vance Management
Massachusetts
$68.5M +$5.86M +78,656 +9%
Northern Trust
19
Northern Trust
Illinois
$62.2M -$2.51M -33,785 -4%
Fidelity International
20
Fidelity International
Bermuda
$60.8M +$13.7M +183,867 +29%
Brown Advisory
21
Brown Advisory
Maryland
$54.7M -$15.1M -202,244 -22%
ACM
22
Atlanta Capital Management
Georgia
$53.1M -$332K -4,458 -0.6%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$48.9M -$933K -12,536 -2%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$48.3M +$491K +6,590 +1%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$44.9M +$1.44M +19,312 +3%