ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
239 hedge funds and large institutions have $2.48B invested in ENVESTNET, INC. in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 37 closing their positions.
126% more call options, than puts
Call options by funds: $5.75M | Put options by funds: $2.55M
18% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 80
0.13% more ownership
Funds ownership: 101.06% → 101.2% (+0.13%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
7% less funds holding
Funds holding: 257 → 239 (-18)
16% less capital invested
Capital invested by funds: $2.95B → $2.48B (-$464M)
46% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$22.4M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$15.5M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$10.8M |
| 4 |
PI
PEAK6 Investments
Chicago,
Illinois
|
+$8.45M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$6.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$21.4M |
| 2 |
PCP
P2 Capital Partners
New York
|
-$14.1M |
| 3 |
Janus Henderson Group
London,
|
-$13M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$10.2M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$9.22M |
ENV Hedge Fund Activity: Q3 2022 in Review
239 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q3 2022, worth a combined $2.48B — down 16% from $2.95B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of ENV and 20 opened new positions — a net loss of 17 holders — while 80 trimmed existing stakes and 94 added.
The largest buyer was Citadel Advisors, adding an estimated $22.4M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $21.4M sold.
- 239 institutional investors held ENVESTNET, INC. (ENV) as of Q3 2022, down from 257 in Q2 2022.
- Funds reported $2.48B of ENVESTNET, INC. stock for Q3 2022, down 16% quarter-over-quarter.
- 20 funds opened new ENVESTNET, INC. positions in Q3 2022 and 37 closed out, a net change of -17 holders.
- The largest ENVESTNET, INC. buyer in Q3 2022 was Citadel Advisors, an estimated $22.4M added.
- The largest ENVESTNET, INC. seller in Q3 2022 was TimesSquare Capital Management, an estimated $21.4M sold.
Based on aggregated 13F filings for Q3 2022.