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ENV

ENVESTNET, INC.
ENV

Delisted

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

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1 hedge funds and large institutions have $58.6K invested in ENVESTNET, INC. in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 256 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 256

100% less funds holding

Funds holding: 261 → 1 (-260)

100% less funds holding in top 10

Funds holding in top 10: 6 → 0 (-6)

100% less capital invested

Capital invested by funds: $3.41B → $58.6K (-$3.41B)

Holders
1
Holders Change
-260
Holders Change %
-99.62%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
256
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
+$74.3K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$503M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$400M
3
IC
Impactive Capital
New York
-$262M
4
JP Morgan Chase
JP Morgan Chase
New York
-$142M
5
HI
HBK Investments
Texas
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1
Strategic Investment Solutions
Illinois
$58.6K +$74.3K +1,183 New
BlackRock
2
BlackRock
New York
– -$503M -8,031,715 Closed
Vanguard Group
3
Vanguard Group
Pennsylvania
– -$400M -6,388,405 Closed
IC
4
Impactive Capital
New York
– -$262M -4,183,865 Closed
JP Morgan Chase
5
JP Morgan Chase
New York
– -$142M -2,274,581 Closed
HI
6
HBK Investments
Texas
– -$124M -1,984,730 Closed
State Street
7
State Street
Massachusetts
– -$121M -1,929,737 Closed
Morgan Stanley
8
Morgan Stanley
New York
– -$112M -1,788,951 Closed
Fidelity International
9
Fidelity International
Bermuda
– -$104M -1,663,000 Closed
Brown Advisory
10
Brown Advisory
Maryland
– -$102M -1,624,831 Closed
HSBC Holdings
11
HSBC Holdings
United Kingdom
– -$84.8M -1,354,151 Closed
Geode Capital Management
12
Geode Capital Management
Massachusetts
– -$71.1M -1,134,530 Closed
Fidelity Investments
13
Fidelity Investments
Massachusetts
– -$70.2M -1,121,239 Closed
Millennium Management
14
Millennium Management
New York
– -$60.9M -972,271 Closed
Bank of America
15
Bank of America
North Carolina
– -$59.3M -947,557 Closed
GCM
16
Geneva Capital Management
Wisconsin
– -$54.1M -863,398 Closed
NAM
17
Nexpoint Asset Management
Texas
– -$48.2M -770,432 Closed
WCMNY
18
Westchester Capital Management (New York)
New York
– -$45.7M -730,537 Closed
Norges Bank
19
Norges Bank
Norway
– -$45.6M -728,315 Closed
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
– -$40.1M -640,625 Closed
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
– -$39.8M -635,409 Closed
Northern Trust
22
Northern Trust
Illinois
– -$38.6M -615,756 Closed
VBA
23
Van Berkom & Associates
Quebec, Canada
– -$37.9M -605,796 Closed
WP
24
Woodline Partners
California
– -$37.6M -600,000 Closed
FTCM
25
First Trust Capital Management
Illinois
– -$35.7M -569,834 Closed
1
2 3 4 5

ENV Hedge Fund Activity: Q4 2024 in Review

1 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in ENVESTNET, INC. (ENV) for Q4 2024, worth a combined $58.6K — down 100% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 256 funds closed out of ENV and 1 opened new positions — a net loss of 255 holders — while 0 trimmed existing stakes and 0 added.

The largest buyer was Strategic Investment Solutions, opening a new position worth an estimated $74.3K. The largest seller was BlackRock, exiting entirely with an estimated $503M sold.

  • 1 institutional investor held ENVESTNET, INC. (ENV) as of Q4 2024, down from 261 in Q3 2024.
  • Funds reported $58.6K of ENVESTNET, INC. stock for Q4 2024, down 100% quarter-over-quarter.
  • 1 fund opened new ENVESTNET, INC. positions in Q4 2024 and 256 closed out, a net change of -255 holders.
  • The largest ENVESTNET, INC. buyer in Q4 2024 was Strategic Investment Solutions, an estimated $74.3K added.
  • The largest ENVESTNET, INC. seller in Q4 2024 was BlackRock, an estimated $503M sold.

Based on aggregated 13F filings for Q4 2024.