Envestnet, Inc.
Hedge Funds Holdings

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Envestnet, Inc.‘s stocks are currently a part of 211 hedge funds’ portfolios, which represents 95.67% of the total amount of its stocks outstanding. This makes up a total of 52.81M shares of Envestnet, Inc.. Compared to the previous quarter, the number fell by -4.55% or -2.51M shares fewer. As for the holding position changes, 36.97% (78) of current hedge fund investors increased the number of shares held, 36.02% (76) of current holders sold a part of the shares held, and 15.64% (33) closed the holdings completely. 17 hedge funds are new holders of Envestnet, Inc. stock in Q3 2022, it is 8.06% of total holders.

Hedge funds holding Envestnet (Q4 2017 – Q3 2022)

Number of hedge funds
Q4 2017 199
Q1 2018 204
Q2 2018 212
Q3 2018 213
Q4 2018 208
Q1 2019 225
Q2 2019 230
Q3 2019 220
Q4 2019 231
Q1 2020 241
Q2 2020 252
Q3 2020 270
Q4 2020 281
Q1 2021 233
Q2 2021 242
Q3 2021 229
Q4 2021 250
Q1 2022 267
Q2 2022 245
Q3 2022 211

Hedge funds changes in Envestnet positions (Q4 2017 – Q3 2022)

Changes in positions
Q4 2017 496562194
Q1 2018 318065253
Q2 2018 398156288
Q3 2018 307673286
Q4 2018 296380324
Q1 2019 3584731617
Q2 2019 3289652519
Q3 2019 279462352
Q4 2019 4279762410
Q1 2020 427293313
Q2 2020 3811763268
Q3 2020 4299862221
Q4 2020 36114892319
Q1 2021 19909862-36
Q2 2021 44788936-5
Q3 2021 2559100369
Q4 2021 3889871620
Q1 2022 4793882613
Q2 2022 25929642-10
Q3 2022 177876337

Hedge funds changes in Envestnet stock options (Q4 2017 – Q3 2022)

Changes in stock options
Q4 2017 11,022,000 2,553,000
Q1 2018 22,680,000 3,501,000
Q2 2018 5,797,000 3,603,000
Q3 2018 3,492,000 2,460,000
Q4 2018 3,201,000 2,017,000
Q1 2019 10,528,000 8,495,000
Q2 2019 5,292,000 6,956,000
Q3 2019 8,810,000 3,129,000
Q4 2019 3,822,000 4,231,000
Q1 2020 7,255,000 2,785,000
Q2 2020 7,174,000 2,345,000
Q3 2020 3,209,000 4,490,000
Q4 2020 4,287,000 4,071,830
Q1 2021 5,281,000 2,827,460
Q2 2021 6,933,000 6,295,200
Q3 2021 12,279,000 2,085,120
Q4 2021 4,545,000 2,927,064
Q1 2022 12,479,000 4,033,000
Q2 2022 7,998,000 21,236,000
Q3 2022 4,965,000 2,550,000

Top 50 hedge fund holders of Envestnet, Inc. (NYSE:ENV)

Hedge fund Value Shares owned Portfolio share
BLACKROCK INC. Larry Fink 339.56M 7.64M 0.011%
VANGUARD GROUP INC 240.52M 5.41M 0.007%
IMPACTIVE CAPITAL LP 176.86M 3.98M 9.221%
JPMORGAN CHASE & CO 122.09M 2.74M 0.018%
ADVENT INTERNATIONAL CORP/MA 83.52M 1.88M 0.743%
STATE STREET CORP 76.76M 1.72M 0.005%
JANUS HENDERSON GROUP PLC 67.68M 1.52M 0.051%
ECHO STREET CAPITAL MANAGEMENT LLC 66.76M 1.50M 0.640%
BROWN ADVISORY INC 61.33M 1.38M 0.119%
STEPHENS INVESTMENT MANAGEMENT GROUP LLC 58.03M 1.30M 1.100%
CLEARBRIDGE INVESTMENTS, LLC 51.94M 1.17M 0.052%
VAN BERKOM & ASSOCIATES INC. 50.47M 1.13M 2.399%
EATON VANCE MANAGEMENT 50.33M 1.13M 0.075%
FMR LLC 49.76M 1.12M 0.005%
GENEVA CAPITAL MANAGEMENT LLC 47.39M 1.06M 1.095%
GEODE CAPITAL MANAGEMENT, LLC 42.27M 952.09K 0.006%
FISHER ASSET MANAGEMENT, LLC 41.61M 937.29K 0.031%
CHAMPLAIN INVESTMENT PARTNERS, LLC 39.47M 889.08K 0.270%
NORTHERN TRUST CORP 37.24M 838.92K 0.009%
DIMENSIONAL FUND ADVISORS LP 35.21M 793.1K 0.013%
FEDERATED HERMES, INC. 31.08M 700.08K 0.091%
ATLANTA CAPITAL MANAGEMENT CO L L C 30.88M 695.60K 0.138%
LOOMIS SAYLES & CO L P 28.68M 646.01K 0.058%
FIL LTD 25.66M 578.14K 0.033%
PRICE T ROWE ASSOCIATES INC /MD/ 25.13M 565.98K 0.004%
BANK OF NEW YORK MELLON CORP 24.64M 555.02K 0.006%
CRAMER ROSENTHAL MCGLYNN LLC 24.36M 548.71K 1.169%
CITADEL ADVISORS LLC Ken Griffin 23.83M 536.73K 0.005%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 20.66M 465.45K 0.007%
AMERIPRISE FINANCIAL INC 19.86M 447.16K 0.007%
INDABA CAPITAL MANAGEMENT, L.P. 19.42M 437.39K 2.988%
INVESCO LTD. 18.33M 412.81K 0.006%
HSBC HOLDINGS PLC 17.68M 390.28K 0.029%
GLOBAL ALPHA CAPITAL MANAGEMENT LTD. 17.65M 397.59K 1.765%
ROYAL BANK OF CANADA 17.17M 386.79K 0.005%
HARBOR SPRING CAPITAL, LLC 17.09M 385K 5.280%
FRANKLIN RESOURCES INC 16.06M 361.88K 0.009%
SUMMIT CREEK ADVISORS LLC 14.95M 336.86K 2.060%
GOLDMAN SACHS GROUP INC 12.88M 290.30K 0.003%
BANK OF AMERICA CORP /DE/ 12.03M 270.94K 0.001%
NUVEEN ASSET MANAGEMENT, LLC 11.59M 261.12K 0.005%
MORGAN STANLEY 11.5M 259.03K 0.002%
PRINCIPAL FINANCIAL GROUP INC 9.63M 217.10K 0.008%
SEGALL BRYANT & HAMILL, LLC 9.01M 203.09K 0.107%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 8.59M 193.65K 0.008%
BESSEMER GROUP INC 8.42M 189.84K 0.022%
CIBC PRIVATE WEALTH GROUP, LLC 8.01M 180.48K 0.022%
P2 CAPITAL PARTNERS, LLC 7.77M 175K 0.959%
RHUMBLINE ADVISERS 7.73M 174.16K 0.011%
PB INVESTMENT PARTNERS, L.P. 7.12M 160.45K 7.017%