ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
252 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, 80 reducing their positions, and 26 closing their positions.
77% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 26
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
8% more funds holding
Funds holding: 234 → 252 (+18)
5% more capital invested
Capital invested by funds: $3.47B → $3.66B (+$190M)
8% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 80
74% less call options, than puts
Call options by funds: $3.99M | Put options by funds: $15.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$37.7M |
| 2 |
EC
Engaged Capital
Newport Beach,
California
|
+$36.1M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$35.5M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$20.1M |
| 5 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
-$84.4M |
| 2 |
JP Morgan Chase
New York
|
-$40.4M |
| 3 |
Morgan Stanley
New York
|
-$30.6M |
| 4 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$21M |
| 5 |
RC
RGM Capital
Naples,
Florida
|
-$15.4M |
ENV Hedge Fund Activity: Q2 2024 in Review
252 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q2 2024, worth a combined $3.66B — up 5.5% from $3.47B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new ENV positions and 26 closed out — a net gain of 20 holders — while 86 added to existing stakes and 80 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $37.7M. The largest seller was EARNEST Partners, exiting entirely with an estimated $84.4M sold.
- 252 institutional investors held ENVESTNET, INC. (ENV) as of Q2 2024, up from 234 in Q1 2024.
- Funds reported $3.66B of ENVESTNET, INC. stock for Q2 2024, up 5.5% quarter-over-quarter.
- 46 funds opened new ENVESTNET, INC. positions in Q2 2024 and 26 closed out, a net change of +20 holders.
- The largest ENVESTNET, INC. buyer in Q2 2024 was T. Rowe Price Associates, an estimated $37.7M added.
- The largest ENVESTNET, INC. seller in Q2 2024 was EARNEST Partners, an estimated $84.4M sold.
Based on aggregated 13F filings for Q2 2024.