ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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240 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, 83 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
36
Increased
83
Reduced
83
Closed
30
Calls
$8.55M
Puts
$24.2M
Net Calls
-$15.6M
Net Calls Change
-$18.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$130M
2
EARNEST Partners
EARNEST Partners
Georgia
+$102M
3
RC
RGM Capital
Florida
+$56.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$22.8M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$20.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$97.8M
2
ESCM
Echo Street Capital Management
New York
-$88.2M
3
CIP
Champlain Investment Partners
Vermont
-$24.2M
4
ICM
Indaba Capital Management
California
-$19.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$475M +$3.61M +58,524 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$341M +$6.4M +103,653 +2%
IC
3
Impactive Capital
New York
$256M +$10.3M +167,627 +4%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$187M +$17.3M +280,152 +10%
Morgan Stanley
5
Morgan Stanley
New York
$146M +$130M +2,113,652 +816%
AI
6
Advent International
Massachusetts
$116M – – –
State Street
7
State Street
Massachusetts
$109M +$2.62M +42,388 +2%
EARNEST Partners
8
EARNEST Partners
Georgia
$102M +$102M +1,652,370 New
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$90.4M -$97.8M -1,584,392 -52%
Brown Advisory
10
Brown Advisory
Maryland
$84.3M -$918K -14,874 -1%
SIMG
11
Stephens Investment Management Group
Texas
$81.9M +$1.18M +19,183 +1%
ClearBridge Investments
12
ClearBridge Investments
New York
$73M +$857K +13,885 +1%
VBA
13
Van Berkom & Associates
Quebec, Canada
$72.1M +$1.96M +31,816 +3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$69.1M -$5.99K -97 -0%
GCM
15
Geneva Capital Management
Wisconsin
$65.8M -$67.9K -1,100 -0.1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$60.8M +$2.01M +32,650 +3%
Fisher Asset Management
17
Fisher Asset Management
Washington
$58.2M +$349K +5,656 +0.6%
RC
18
RGM Capital
Florida
$56.6M +$56.6M +917,450 New
Northern Trust
19
Northern Trust
Illinois
$52.1M +$323K +5,237 +0.6%
Citadel Advisors
20
Citadel Advisors
Florida
$43.5M +$10.4M +168,341 +31%
CRM
21
Cramer Rosenthal McGlynn
Connecticut
$41.2M +$7.35M +119,081 +22%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$38.9M -$931K -15,093 -2%
Fidelity International
23
Fidelity International
Bermuda
$35M -$653K -10,581 -2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$33.8M -$466K -7,550 -1%
Federated Hermes
25
Federated Hermes
Pennsylvania
$30.8M -$12.4M -201,546 -29%
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