ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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225 hedge funds and large institutions have $2.51B invested in ENVESTNET, INC. in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-3
Holders Change %
-1.32%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
28
Increased
73
Reduced
91
Closed
30
Calls
$6.94M
Puts
$16.4M
Net Calls
-$9.45M
Net Calls Change
+$18.9M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$22.4M
2
VBA
Van Berkom & Associates
Quebec, Canada
+$19.3M
3
NSGL
No Street GP LP
California
+$13.9M
4
P2P
Phase 2 Partners
California
+$13M
5
Millennium Management
Millennium Management
New York
+$12.4M

Top Sellers

1
AI
Advent International
Massachusetts
-$112M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$19.8M
3
SBH
Segall Bryant & Hamill
Illinois
-$12.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$354M +$4.85M +110,244 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$235M -$1.35M -30,755 -0.6%
IC
3
Impactive Capital
New York
$183M – – –
Morgan Stanley
4
Morgan Stanley
New York
$139M +$8.82M +200,346 +7%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$133M -$5.04M -114,405 -4%
VBA
6
Van Berkom & Associates
Quebec, Canada
$77.6M +$19.3M +438,994 +33%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$75.6M +$22.4M +509,204 +42%
State Street
8
State Street
Massachusetts
$75.1M -$3.26M -74,004 -4%
EARNEST Partners
9
EARNEST Partners
Georgia
$67.6M -$2.11M -47,938 -3%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$64.5M -$311K -7,065 -0.5%
SIMG
11
Stephens Investment Management Group
Texas
$63.6M +$3.52M +80,012 +6%
Brown Advisory
12
Brown Advisory
Maryland
$54.2M +$106K +2,417 +0.2%
ClearBridge Investments
13
ClearBridge Investments
New York
$52.5M -$177K -4,009 -0.3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$49.3M -$352 -8 -0%
GCM
15
Geneva Capital Management
Wisconsin
$47.4M +$192K +4,369 +0.4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$45.2M -$308K -6,999 -0.7%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$42.5M +$563K +12,790 +1%
Fisher Asset Management
18
Fisher Asset Management
Washington
$38.6M -$2.06M -46,803 -5%
Bank of America
19
Bank of America
North Carolina
$37.1M -$471K -10,708 -1%
RC
20
RGM Capital
Florida
$36.4M -$186K -4,227 -0.5%
Northern Trust
21
Northern Trust
Illinois
$32.5M -$1.66M -37,650 -5%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$29.9M -$2.5M -48,158 -8%
Invesco
23
Invesco
Georgia
$25.7M -$31.3K -710 -0.1%
P2P
24
Phase 2 Partners
California
$23.8M +$13M +295,788 +120%
CRM
25
Cramer Rosenthal McGlynn
Connecticut
$21.2M -$1.93M -43,724 -8%
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