ENV

ENVESTNET, INC.

Delisted

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

237 hedge funds and large institutions have $3.44B invested in ENVESTNET, INC. in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 90 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-3
Holders Change %
-1.25%
% of All Funds
3.79%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
24
Increased
90
Reduced
79
Closed
25
Calls
$3.12M
Puts
$25.6M
Net Calls
-$22.5M
Net Calls Change
-$6.91M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$467M +$14.8M +251,583 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$326M +$2.09M +35,646 +0.6%
IC
3
Impactive Capital
New York
$244M
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$177M -$558K -9,505 -0.3%
Morgan Stanley
5
Morgan Stanley
New York
$172M +$32.7M +556,797 +23%
AI
6
Advent International
Massachusetts
$110M
EARNEST Partners
7
EARNEST Partners
Georgia
$108M +$11.4M +195,021 +12%
State Street
8
State Street
Massachusetts
$106M +$2.52M +42,868 +2%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$86.4M +$527K +8,978 +0.6%
Brown Advisory
10
Brown Advisory
Maryland
$80.9M +$743K +12,672 +0.9%
SIMG
11
Stephens Investment Management Group
Texas
$78M +$243K +4,145 +0.3%
VBA
12
Van Berkom & Associates
Quebec, Canada
$74.1M +$5.57M +95,006 +8%
ClearBridge Investments
13
ClearBridge Investments
New York
$70M +$553K +9,429 +0.8%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$65.7M -$235 -4 -0%
RC
15
RGM Capital
Florida
$65.3M +$11.5M +196,208 +21%
GCM
16
Geneva Capital Management
Wisconsin
$63.3M +$757K +12,896 +1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$60.7M +$2.91M +49,603 +5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$54.2M +$7.49M +127,666 +16%
Fisher Asset Management
19
Fisher Asset Management
Washington
$52.6M -$2.69M -45,779 -5%
Northern Trust
20
Northern Trust
Illinois
$49M -$525K -8,950 -1%
Bank of America
21
Bank of America
North Carolina
$46.9M +$19.5M +331,985 +71%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$37.3M +$313K +5,334 +0.8%
CRM
23
Cramer Rosenthal McGlynn
Connecticut
$34.9M -$4.26M -72,585 -11%
Deutsche Bank
24
Deutsche Bank
Germany
$33.8M +$23.2M +395,213 +218%
Invesco
25
Invesco
Georgia
$32.6M +$4.3M +73,241 +15%