ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
219 hedge funds and large institutions have $3.08B invested in ENVESTNET, INC. in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 45 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
23% more capital invested
Capital invested by funds: $2.51B → $3.08B (+$570M)
5% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 80
9% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 45
3% less funds holding
Funds holding: 225 → 219 (-6)
79% less call options, than puts
Call options by funds: $3.81M | Put options by funds: $18.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$141M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$74.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.1M |
| 4 |
Man Group
London,
United Kingdom
|
+$19.1M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$29.9M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
-$17.2M |
| 3 |
NSGL
No Street GP LP
San Francisco,
California
|
-$13.9M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$11.8M |
| 5 |
BlackRock
New York
|
-$11.6M |
ENV Hedge Fund Activity: Q4 2023 in Review
219 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q4 2023, worth a combined $3.08B — up 23% from $2.51B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of ENV and 41 opened new positions — a net loss of 4 holders — while 80 trimmed existing stakes and 76 added.
The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was JP Morgan Chase, cutting an estimated $29.9M.
- 219 institutional investors held ENVESTNET, INC. (ENV) as of Q4 2023, down from 225 in Q3 2023.
- Funds reported $3.08B of ENVESTNET, INC. stock for Q4 2023, up 23% quarter-over-quarter.
- 41 funds opened new ENVESTNET, INC. positions in Q4 2023 and 45 closed out, a net change of -4 holders.
- The largest ENVESTNET, INC. buyer in Q4 2023 was Morgan Stanley, an estimated $141M added.
- The largest ENVESTNET, INC. seller in Q4 2023 was JP Morgan Chase, an estimated $29.9M sold.
Based on aggregated 13F filings for Q4 2023.