ENV

ENVESTNET, INC.

Delisted

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.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-6
Holders Change %
-2.67%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
41
Increased
76
Reduced
80
Closed
45
Calls
$3.81M
Puts
$18.5M
Net Calls
-$14.7M
Net Calls Change
-$5.26M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$384M -$14M -283,244 -4%
Morgan Stanley
2
Morgan Stanley
New York
$327M +$171M +3,444,947 +109%
Vanguard Group
3
Vanguard Group
Pennsylvania
$298M +$34M +687,202 +13%
IC
4
Impactive Capital
New York
$206M
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$114M -$36.2M -731,916 -24%
VBA
6
Van Berkom & Associates
Quebec, Canada
$108M +$20.5M +414,316 +24%
State Street
7
State Street
Massachusetts
$95.2M +$10.7M +216,717 +13%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$90M +$89.6M +1,816,020 +20,230%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$82.1M -$2.9M -58,649 -3%
SIMG
10
Stephens Investment Management Group
Texas
$81.8M +$10.3M +207,632 +14%
EARNEST Partners
11
EARNEST Partners
Georgia
$72.9M -$3.12M -62,970 -4%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$65.4M -$7.12M -143,753 -10%
ClearBridge Investments
13
ClearBridge Investments
New York
$59.6M +$513K +10,360 +0.9%
RC
14
RGM Capital
Florida
$58M +$17.1M +344,366 +42%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$55.5M -$743 -15 -0%
Brown Advisory
16
Brown Advisory
Maryland
$53.2M -$7.74M -156,321 -13%
GCM
17
Geneva Capital Management
Wisconsin
$52.2M -$1.06M -21,496 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$51.9M +$1.06M +21,427 +2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$48.1M +$318K +6,415 +0.7%
Invesco
20
Invesco
Georgia
$38.9M +$9.98M +201,547 +34%
Fisher Asset Management
21
Fisher Asset Management
Washington
$37.7M -$5.79M -116,849 -13%
Bank of America
22
Bank of America
North Carolina
$36.6M -$5.12M -103,402 -12%
Northern Trust
23
Northern Trust
Illinois
$31.4M -$5.19M -104,773 -14%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$29.9M +$1.16M +23,202 +4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$26.7M +$5.12M +103,444 +24%