ENV

ENVESTNET, INC.
ENV

Overview Fund Activity
Delisted

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

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259 hedge funds and large institutions have $3.24B invested in ENVESTNET, INC. in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
3.75%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
69
Increased
74
Reduced
77
Closed
62
Calls
$3.87M
Puts
$9.83M
Net Calls
-$5.96M
Net Calls Change
+$5.66M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$104M
2
NAM
Nexpoint Asset Management
Texas
+$48.2M
3
Millennium Management
Millennium Management
New York
+$47.2M
4
WCMNY
Westchester Capital Management (New York)
New York
+$45.7M
5
WP
Woodline Partners
California
+$37.6M

Top Sellers

1
SIMG
Stephens Investment Management Group
Texas
-$98.6M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$97.5M
3
GF
Greenhouse Funds
Maryland
-$89.1M
4
ClearBridge Investments
ClearBridge Investments
New York
-$74.8M
5
RC
RGM Capital
Florida
-$68.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$503M +$4.02M +64,258 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$400M +$16M +255,053 +4%
IC
3
Impactive Capital
New York
$262M – – –
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$142M +$28.6M +455,952 +25%
State Street
5
State Street
Massachusetts
$121M -$897K -14,332 -0.7%
Morgan Stanley
6
Morgan Stanley
New York
$112M -$46.7M -745,791 -29%
Fidelity International
7
Fidelity International
Bermuda
$104M +$104M +1,663,000 New
Brown Advisory
8
Brown Advisory
Maryland
$102M -$11.8M -188,743 -10%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$84.8M -$3.23M -51,617 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$71.1M +$610K +9,735 +0.9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$70.2M +$15.9K +254 +0%
Millennium Management
12
Millennium Management
New York
$60.9M +$47.2M +753,176 +344%
Bank of America
13
Bank of America
North Carolina
$59.3M +$5.21M +83,122 +10%
GCM
14
Geneva Capital Management
Wisconsin
$54.1M +$253K +4,042 +0.5%
NAM
15
Nexpoint Asset Management
Texas
$48.2M +$48.2M +770,432 New
WCMNY
16
Westchester Capital Management (New York)
New York
$45.7M +$45.7M +730,537 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$40.1M -$25M -398,777 -38%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$39.8M +$343K +5,481 +0.9%
Northern Trust
19
Northern Trust
Illinois
$38.6M -$67.6K -1,079 -0.2%
VBA
20
Van Berkom & Associates
Quebec, Canada
$37.9M -$52M -830,874 -58%
WP
21
Woodline Partners
California
$37.6M +$37.6M +600,000 New
FTCM
22
First Trust Capital Management
Illinois
$35.7M +$35.7M +569,834 New
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$35.2M +$35M +559,547 +16,638%
GCL
24
Glazer Capital LLC
New York
$34.8M +$34.8M +555,038 New
Charles Schwab
25
Charles Schwab
California
$34.7M +$476K +7,607 +1%
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