ENV

ENVESTNET, INC.

Delisted

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

239 hedge funds and large institutions have $2.55B invested in ENVESTNET, INC. in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 95 increasing their positions, 79 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-18
Holders Change %
-7%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
95
Reduced
79
Closed
37
Calls
$5.76M
Puts
$2.55M
Net Calls
+$3.21M
Net Calls Change
+$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$340M -$2.71M -60,960 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$241M +$2.2M +49,658 +0.9%
IC
3
Impactive Capital
New York
$177M +$2.68M +60,321 +2%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$135M +$56.8M +1,280,276 +72%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$122M +$1.17M +26,310 +1%
AI
6
Advent International
Massachusetts
$83.5M
State Street
7
State Street
Massachusetts
$76.8M +$780K +17,557 +1%
ESCM
8
Echo Street Capital Management
New York
$66.8M +$3.41M +76,910 +5%
Brown Advisory
9
Brown Advisory
Maryland
$61.3M +$438K +9,855 +0.7%
SIMG
10
Stephens Investment Management Group
Texas
$58M +$4.93M +111,144 +9%
ClearBridge Investments
11
ClearBridge Investments
New York
$51.9M +$173K +3,897 +0.3%
VBA
12
Van Berkom & Associates
Quebec, Canada
$50.5M +$345K +7,776 +0.7%
EVM
13
Eaton Vance Management
Massachusetts
$50.3M +$8.97M +202,118 +22%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$49.8M -$13.8K -311 -0%
GCM
15
Geneva Capital Management
Wisconsin
$47.4M +$1.9M +42,715 +4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$42.3M +$674K +15,176 +2%
Fisher Asset Management
17
Fisher Asset Management
Washington
$41.6M +$12.9M +290,966 +45%
CIP
18
Champlain Investment Partners
Vermont
$39.5M -$575K -12,960 -1%
Northern Trust
19
Northern Trust
Illinois
$37.2M +$801K +18,045 +2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$35.2M +$5.21M +117,244 +17%
Federated Hermes
21
Federated Hermes
Pennsylvania
$31.1M -$3.68M -82,772 -11%
ACM
22
Atlanta Capital Management
Georgia
$30.9M +$649K +14,617 +2%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$28.7M -$345K -7,779 -1%
Fidelity International
24
Fidelity International
Bermuda
$25.7M -$8.46M -190,522 -25%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$25.1M -$1.83M -41,238 -7%