ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
239 hedge funds and large institutions have $3.55B invested in ENVESTNET, INC. in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 30 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
43% more capital invested
Capital invested by funds: $2.48B → $3.55B (+$1.07B)
20% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 30
2.72% more ownership
Funds ownership: 101.2% → 103.92% (+2.7%)
0% more funds holding
Funds holding: 239 → 239 (0)
1% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 83
65% less call options, than puts
Call options by funds: $8.55M | Put options by funds: $24.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$113M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
+$88M |
| 3 |
RC
RGM Capital
Naples,
Florida
|
+$48.9M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$19.4M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ESCM
Echo Street Capital Management
New York
|
-$76.1M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$20.9M |
| 3 |
ICM
Indaba Capital Management
San Francisco,
California
|
-$19.4M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$10.7M |
| 5 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
-$6.66M |
ENV Hedge Fund Activity: Q4 2022 in Review
239 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q4 2022, worth a combined $3.55B — up 43% from $2.48B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new ENV positions and 30 closed out — a net gain of 6 holders — while 82 added to existing stakes and 83 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $113M. The largest seller was Echo Street Capital Management, cutting an estimated $76.1M.
- 239 institutional investors held ENVESTNET, INC. (ENV) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $3.55B of ENVESTNET, INC. stock for Q4 2022, up 43% quarter-over-quarter.
- 36 funds opened new ENVESTNET, INC. positions in Q4 2022 and 30 closed out, a net change of +6 holders.
- The largest ENVESTNET, INC. buyer in Q4 2022 was Morgan Stanley, an estimated $113M added.
- The largest ENVESTNET, INC. seller in Q4 2022 was Echo Street Capital Management, an estimated $76.1M sold.
Based on aggregated 13F filings for Q4 2022.