ENVESTNET, INC.
ENV was delisted on the 22nd of November, 2024.
261 hedge funds and large institutions have $3.41B invested in ENVESTNET, INC. in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 60 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
17% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 60
4% more funds holding
Funds holding: 252 → 261 (+9)
3% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 77
7% less capital invested
Capital invested by funds: $3.66B → $3.41B (-$251M)
7.58% less ownership
Funds ownership: 106.04% → 98.46% (-7.6%)
61% less call options, than puts
Call options by funds: $3.87M | Put options by funds: $9.82M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
HBK Investments
Dallas,
Texas
|
+$124M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$104M |
| 3 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$48M |
| 4 |
Millennium Management
New York
|
+$47M |
| 5 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$45.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$98.6M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$97.5M |
| 3 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
-$89.1M |
| 4 |
ClearBridge Investments
New York
|
-$74.8M |
| 5 |
RC
RGM Capital
Naples,
Florida
|
-$68.8M |
ENV Hedge Fund Activity: Q3 2024 in Review
261 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q3 2024, worth a combined $3.41B — down 6.9% from $3.66B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new ENV positions and 60 closed out — a net gain of 10 holders — while 75 added to existing stakes and 77 trimmed.
The largest buyer was HBK Investments, opening a new position worth an estimated $124M. The largest seller was Stephens Investment Management Group, exiting entirely with an estimated $98.6M sold.
- 261 institutional investors held ENVESTNET, INC. (ENV) as of Q3 2024, up from 252 in Q2 2024.
- Funds reported $3.41B of ENVESTNET, INC. stock for Q3 2024, down 6.9% quarter-over-quarter.
- 70 funds opened new ENVESTNET, INC. positions in Q3 2024 and 60 closed out, a net change of +10 holders.
- The largest ENVESTNET, INC. buyer in Q3 2024 was HBK Investments, an estimated $124M added.
- The largest ENVESTNET, INC. seller in Q3 2024 was Stephens Investment Management Group, an estimated $98.6M sold.
Based on aggregated 13F filings for Q3 2024.