ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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228 hedge funds and large institutions have $3.47B invested in ENVESTNET, INC. in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 102 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-9
Holders Change %
-3.8%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
65
Reduced
102
Closed
29
Calls
$457K
Puts
$28.8M
Net Calls
-$28.3M
Net Calls Change
-$5.8M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$71.6M
2
SSA
Schonfeld Strategic Advisors
New York
+$15.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$14.9M
4
P2P
Phase 2 Partners
California
+$14.6M
5
Marshall Wace
Marshall Wace
United Kingdom
+$11.3M

Top Sellers

1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$21.1M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$18M
3
RC
RGM Capital
Florida
-$16.8M
4
EARNEST Partners
EARNEST Partners
Georgia
-$15.6M
5
Deutsche Bank
Deutsche Bank
Germany
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$470M -$2.06M -34,772 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M -$11.7M -197,609 -4%
IC
3
Impactive Capital
New York
$246M – – –
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$187M +$7.34M +123,691 +4%
Morgan Stanley
5
Morgan Stanley
New York
$176M +$2.01M +33,846 +1%
AI
6
Advent International
Massachusetts
$112M – – –
State Street
7
State Street
Massachusetts
$106M -$2.06M -34,632 -2%
EARNEST Partners
8
EARNEST Partners
Georgia
$94M -$15.6M -263,380 -14%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$87.4M -$70.4K -1,187 -0.1%
SIMG
10
Stephens Investment Management Group
Texas
$80.9M +$1.97M +33,130 +2%
VBA
11
Van Berkom & Associates
Quebec, Canada
$78.6M +$3.55M +59,866 +5%
Brown Advisory
12
Brown Advisory
Maryland
$72.9M -$8.99M -151,425 -11%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$71.6M +$71.6M +1,207,064 New
ClearBridge Investments
14
ClearBridge Investments
New York
$71M +$214K +3,613 +0.3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$66.5M – – –
GCM
16
Geneva Capital Management
Wisconsin
$63.6M -$464K -7,811 -0.7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$61.3M -$83.1K -1,401 -0.1%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$56.5M +$1.72M +29,042 +3%
Fisher Asset Management
19
Fisher Asset Management
Washington
$54.8M +$1.6M +26,961 +3%
Bank of America
20
Bank of America
North Carolina
$50.6M +$3.18M +53,604 +7%
RC
21
RGM Capital
Florida
$49.3M -$16.8M -283,297 -25%
Northern Trust
22
Northern Trust
Illinois
$46.1M -$3.49M -58,809 -7%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$37.3M +$5.21M +87,112 +16%
Invesco
24
Invesco
Georgia
$34.7M +$1.76M +29,696 +5%
CRM
25
Cramer Rosenthal McGlynn
Connecticut
$31.1M -$4.19M -70,665 -12%
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