ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
234 hedge funds and large institutions have $3.47B invested in ENVESTNET, INC. in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 27 closing their positions.
63% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 27
19% more capital invested
Capital invested by funds: $2.92B → $3.47B (+$552M)
7% more funds holding
Funds holding: 219 → 234 (+15)
1.59% more ownership
Funds ownership: 107.7% → 109.29% (+1.6%)
4% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 77
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
66% less call options, than puts
Call options by funds: $4.96M | Put options by funds: $14.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$61.9M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$34.2M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$18.4M |
| 4 |
BlackRock
New York
|
+$12.3M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$21.2M |
| 2 |
Morgan Stanley
New York
|
-$14.8M |
| 3 |
ICM
Irenic Capital Management
New York
|
-$14.2M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$12.5M |
| 5 |
Millennium Management
New York
|
-$11.9M |
ENV Hedge Fund Activity: Q1 2024 in Review
234 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q1 2024, worth a combined $3.47B — up 19% from $2.92B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new ENV positions and 27 closed out — a net gain of 17 holders — while 74 added to existing stakes and 77 trimmed.
The largest buyer was Greenhouse Funds, opening a new position worth an estimated $61.9M. The largest seller was Van Berkom & Associates, cutting an estimated $21.2M.
- 234 institutional investors held ENVESTNET, INC. (ENV) as of Q1 2024, up from 219 in Q4 2023.
- Funds reported $3.47B of ENVESTNET, INC. stock for Q1 2024, up 19% quarter-over-quarter.
- 44 funds opened new ENVESTNET, INC. positions in Q1 2024 and 27 closed out, a net change of +17 holders.
- The largest ENVESTNET, INC. buyer in Q1 2024 was Greenhouse Funds, an estimated $61.9M added.
- The largest ENVESTNET, INC. seller in Q1 2024 was Van Berkom & Associates, an estimated $21.2M sold.
Based on aggregated 13F filings for Q1 2024.