ENV

ENVESTNET, INC.

Delisted

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

233 hedge funds and large institutions have $3.47B invested in ENVESTNET, INC. in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+14
Holders Change %
+6.39%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
43
Increased
74
Reduced
77
Closed
27
Calls
$4.96M
Puts
$14.5M
Net Calls
-$9.51M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$462M +$13.7M +235,813 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$353M +$4.81M +83,081 +1%
IC
3
Impactive Capital
New York
$242M +$1.9M +32,832 +0.8%
Morgan Stanley
4
Morgan Stanley
New York
$175M -$208M -3,587,810 -54%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$142M +$9.42M +162,691 +7%
State Street
6
State Street
Massachusetts
$113M +$1.41M +24,353 +1%
VBA
7
Van Berkom & Associates
Quebec, Canada
$102M -$23.6M -407,145 -19%
Brown Advisory
8
Brown Advisory
Maryland
$100M +$37.9M +655,082 +61%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$97.4M +$1.38M +23,822 +1%
SIMG
10
Stephens Investment Management Group
Texas
$95.7M +$98.6K +1,703 +0.1%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$92.7M -$13M -224,605 -12%
EARNEST Partners
12
EARNEST Partners
Georgia
$84.4M -$914K -15,784 -1%
RC
13
RGM Capital
Florida
$77.8M +$10M +173,046 +15%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$70.5M -$6.05M -104,554 -8%
ClearBridge Investments
15
ClearBridge Investments
New York
$69.7M -$20.5K -354 -0%
GF
16
Greenhouse Funds
Maryland
$68.7M +$68.7M +1,186,882 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$64.9M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$62.5M +$1.88M +32,496 +3%
GCM
19
Geneva Capital Management
Wisconsin
$62M +$965K +16,666 +2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$55.9M -$363K -6,265 -0.6%
Bank of America
21
Bank of America
North Carolina
$53.2M +$10.4M +180,343 +24%
Invesco
22
Invesco
Georgia
$47.8M +$2.25M +38,836 +5%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$45.9M +$20.4M +352,663 +80%
Fisher Asset Management
24
Fisher Asset Management
Washington
$44.1M +$69.5K +1,200 +0.2%
Northern Trust
25
Northern Trust
Illinois
$36.2M -$500K -8,637 -1%