ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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253 hedge funds and large institutions have $3.66B invested in ENVESTNET, INC. in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 86 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+20
Holders Change %
+8.58%
% of All Funds
3.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
86
Reduced
81
Closed
24
Calls
$3.99M
Puts
$15.6M
Net Calls
-$11.6M
Net Calls Change
-$2.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$37.5M
2
EC
Engaged Capital
California
+$35.9M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$35.3M
4
Macquarie Group
Macquarie Group
Australia
+$20M
5
GF
Greenhouse Funds
Maryland
+$14.8M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
-$84.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$30.4M
4
VBA
Van Berkom & Associates
Quebec, Canada
-$20.8M
5
RC
RGM Capital
Florida
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$499M -$1.16M -18,519 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$384M +$2.18M +34,817 +0.6%
IC
3
Impactive Capital
New York
$262M – – –
Morgan Stanley
4
Morgan Stanley
New York
$159M -$30.4M -486,080 -16%
State Street
5
State Street
Massachusetts
$122M -$153K -2,442 -0.1%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$114M -$40.2M -641,956 -26%
Brown Advisory
7
Brown Advisory
Maryland
$114M +$5.3M +84,648 +5%
SIMG
8
Stephens Investment Management Group
Texas
$98.6M -$4.85M -77,500 -5%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$97.5M -$7.71M -123,235 -7%
VBA
10
Van Berkom & Associates
Quebec, Canada
$89.9M -$20.8M -333,003 -19%
GF
11
Greenhouse Funds
Maryland
$89.1M +$14.8M +236,793 +20%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$87.7M -$12.1M -194,624 -12%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$76.1M -$81.1K -1,296 -0.1%
ClearBridge Investments
14
ClearBridge Investments
New York
$74.8M -$504K -8,048 -0.7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$70.4M +$2.81M +44,925 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$70.2M +$23K +368 +0%
RC
17
RGM Capital
Florida
$68.8M -$15.3M -244,378 -18%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$65.1M +$4.62M +73,751 +8%
Invesco
19
Invesco
Georgia
$58.1M +$6.43M +102,760 +12%
Bank of America
20
Bank of America
North Carolina
$54.1M -$3.45M -55,045 -6%
GCM
21
Geneva Capital Management
Wisconsin
$53.8M -$13.2M -211,620 -20%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$52.8M +$3.14M +50,199 +6%
Fisher Asset Management
23
Fisher Asset Management
Washington
$49.4M +$1.7M +27,206 +4%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$47.2M +$37.5M +599,855 +387%
EC
25
Engaged Capital
California
$43.3M +$35.9M +573,049 +480%
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