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Get Institutions for : 
Envestnet, Inc. (ENV)  
$62.22 0.42 (0.68%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 213    11
Total shares held : 
 58,822,168  
% of shares held : 
 93.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 2,599,936  
% of shares held change : 
   4.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $42.45  
Last Quarter's Ending Price : 
 $49.52  
Last Quarter's Average Price : 
 $40.90  
Change from last quarter's     
avg. price to the last closing  : 
21.32 (52.13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 2,249,342
 3.82%
 
Increased Positions :
79
 5,925,084
 10.07%
 
Unchanged Positions :
24
 4,332,954
 7.37%
 
Decreased Positions :
78
-3,696,100
-6.28%
 
Closed Positions :
43
-1,878,390
-3.19%
 
Guru Positions :
1
760,478
 1.29%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 1202 - 2023-12-31 7,750,163 $383,788,000 -283,244
   VANGUARD GROUP INC 1294 - 2023-12-31 6,015,454 $297,885,000 687,202
   Impactive Capital LP 7 - 2023-12-31 4,151,033 $205,559,000 0
   MORGAN STANLEY 871 - 2023-12-31 3,304,316 $163,630,000 140,631
   J P MORGAN CHASE & CO 762 - 2023-12-31 2,297,894 $113,792,000 -731,916
   VAN BERKOM & ASSOCIATES INC. 2 - 2023-12-31 2,176,818 $107,796,000 414,316
   STATE STREET CORP 1321 - 2023-12-31 1,922,158 $95,185,000 216,717
   HSBC HOLDINGS PLC 246 - 2023-12-31 1,824,997 $90,027,000 1,816,020
   T. Rowe Price Investment Management Inc. 314 - 2023-12-31 1,657,619 $82,086,000 -58,649
   STEPHENS INVESTMENT MANAGEMENT GROUP LLC 22 - 2023-12-31 1,651,081 $81,762,000 207,632
   EARNEST PARTNERS LLC 113 - 2023-12-31 1,473,103 $72,948,000 -62,970
   JANUS HENDERSON GROUP PLC 324 - 2023-12-31 1,321,481 $65,439,000 -143,753
   CLEARBRIDGE ADVISORS LLC 302 - 2023-12-31 1,203,280 $59,586,000 10,360
   RGM CAPITAL LLC 19 - 2023-12-31 1,170,500 $57,963,000 344,366
   FMR LLC 1241 - 2023-12-31 1,120,617 $55,493,000 -15
   BROWN ADVISORY HOLDINGS INC 190 - 2023-12-31 1,073,844 $53,177,000 -156,321
   GENEVA CAPITAL MANAGEMENT LTD/WI 35 - 2023-12-31 1,054,310 $52,209,000 -21,496
   GEODE CAPITAL MANAGEMENT LLC 1325 - 2023-12-31 1,047,374 $51,872,000 21,427
   DIMENSIONAL FUND ADVISORS INC 1473 - 2023-12-31 971,916 $48,130,000 6,415
   INVESCO LTD 1099 - 2023-12-31 786,082 $38,927,000 201,547
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 244 - 2023-12-31 760,478 $37,659,000 -116,849
   BANK OF AMERICA CORP /DE/ 1358 - 2023-12-31 739,137 $36,602,000 -103,402
   NORTHERN TRUST CORP 1319 - 2023-12-31 633,984 $31,395,000 -104,773
   BANK OF MONTREAL /CAN/ 559 - 2023-12-31 599,319 $29,870,000 23,202
   ROYAL BANK OF CANADA 975 - 2023-12-31 538,852 $26,684,000 103,444
   NORGES BANK 1201 *New 2023-12-31 511,296 $25,319,000 511,296
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1448 - 2023-12-31 508,579 $25,185,000 38,416
   Global Alpha Capital Management Ltd. 21 - 2023-12-31 477,215 $23,632,000 107,300
   Man Group plc 327 - 2023-12-31 467,311 $23,141,000 467,311
   CRAMER ROSENTHAL MCGLYNN LLC 35 - 2023-12-31 462,382 $22,897,000 -18,437
   DEUTSCHE BANK AG 774 - 2023-12-31 443,139 $21,944,000 311,677
   SCHRODER INVESTMENT MANAGEMENT GROUP 444 *New 2023-12-31 440,803 $21,829,000 440,803
   BANK OF NEW YORK MELLON CORP 1580 - 2023-12-31 410,697 $20,338,000 -58,842
   CITADEL ADVISORS LLC 888 - 2023-12-31 341,498 $16,911,000 50,147
   FRANKLIN RESOURCES INC 759 - 2023-12-31 326,076 $16,147,000 391
   SUMMIT CREEK ADVISORS LLC 21 - 2023-12-31 321,505 $15,921,000 -24,177
   Phase 2 Partners LLC 3 - 2023-12-31 318,486 $15,771,000 -222,789
   MILLENNIUM MANAGEMENT LLC 1161 - 2023-12-31 301,060 $14,908,000 -26,308
   One Fin Capital Management LP 10 *New 2023-12-31 289,500 $14,336,000 289,500
   Irenic Capital Management LP 9 *New 2023-12-31 287,155 $14,220,000 287,155
   PRINCIPAL FINANCIAL GROUP INC 1119 - 2023-12-31 280,233 $13,877,000 80,094
   NUVEEN ASSET MANAGEMENT, LLC 1446 - 2023-12-31 250,482 $12,404,000 8,775
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 255 - 2023-12-31 234,500 $11,612,000 101,600
   AMERIPRISE FINANCIAL INC 1625 - 2023-12-31 230,538 $11,417,000 -239,181
   BESSEMER GROUP INC 297 - 2023-12-31 203,602 $10,081,000 38,219
   GOLDMAN SACHS GROUP INC/ 2086 - 2023-12-31 199,197 $9,864,000 -26,865
   ENVESTNET ASSET MANAGEMENT INC 1584 - 2023-12-31 159,276 $7,887,000 -3,885
   RHUMBLINE ADVISERS 1205 - 2023-12-31 149,679 $7,412,000 -15,510
   LEGAL & GENERAL GROUP PLC 1378 - 2023-12-31 132,133 $6,543,000 63,856
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 130,499 $6,462,000 7,924
   TUDOR INVESTMENT CORP ET AL 338 *New 2023-12-31 127,321 $6,305,000 127,321
   FRONTIER CAPITAL MANAGEMENT CO LLC 225 - 2023-12-31 125,253 $6,203,000 13
   TWO SIGMA INVESTMENTS LLC 832 *New 2023-12-31 112,900 $5,591,000 112,900
   PRICE T ROWE ASSOCIATES INC /MD/ 1190 - 2023-12-31 106,786 $5,289,000 -86,783
   PUBLIC SECTOR PENSION INVESTMENT BOARD 345 *New 2023-12-31 103,213 $5,111,000 103,213
   SCOUT INVESTMENT ADVISORS INC 185 - 2023-12-31 100,885 $4,996,000 -1,584
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1096 - 2023-12-31 100,566 $4,980,000 -177,569
   13D Management LLC 24 - 2023-12-31 89,671 $4,441,000 42,098
   BARCLAYS PLC 1571 - 2023-12-31 87,629 $4,340,000 48,594
   BALYASNY ASSET MANAGEMENT LLC 811 - 2023-12-31 81,214 $4,022,000 23,936
   Swiss National Bank 1428 - 2023-12-31 80,700 $3,996,000 -9,000
   HANLON INVESTMENT MANAGEMENT, INC. 15 - 2023-12-31 74,000 $3,664,000 0
   ALLIANCEBERNSTEIN L.P. 1653 - 2023-12-31 69,682 $3,451,000 -44,814
   BNP PARIBAS ARBITRAGE SA 1099 - 2023-12-31 68,131 $3,374,000 6,830
   STATE OF WISCONSIN INVESTMENT BOARD 1104 - 2023-12-31 67,620 $3,349,000 11,834
   WELLS FARGO & CO/MN 2200 - 2023-12-31 63,138 $3,127,000 -11,246
   CREDIT SUISSE/ 1621 - 2023-12-31 60,129 $2,978,000 5,649
   CAMBIAR INVESTORS LLC - 2023-12-31 57,652 $2,855,000 22,823
   PRUDENTIAL FINANCIAL INC 1213 - 2023-12-31 57,334 $2,839,000 51,677
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 881 - 2023-12-31 56,725 $2,809,000 48
   HRT FINANCIAL LLC 506 - 2023-12-31 53,211 $2,635,000 -7,112
   Holocene Advisors LP 479 - 2023-12-31 53,115 $2,630,000 5,332
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1514 - 2023-12-31 51,026 $2,527,000 -179
   TWO SIGMA ADVISERS, LLC 1165 *New 2023-12-31 50,200 $2,486,000 50,200
   SEI INVESTMENTS CO 1508 - 2023-12-31 49,716 $2,462,000 12,365
   D E SHAW & CO INC 1540 - 2023-12-31 45,785 $2,267,000 -46,734
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1374 - 2023-12-31 44,670 $2,212,000 -2,457
   THRIVENT FINANCIAL FOR LUTHERANS 1253 - 2023-12-31 44,320 $2,195,000 31,894
   UBS Group AG 2778 - 2023-12-31 42,854 $2,122,000 -16,185
   TEXAS PERMANENT SCHOOL FUND 1018 - 2023-12-31 42,841 $2,121,000 1,411
   Russell Investments Group Ltd. 1564 - 2023-12-31 42,306 $2,095,000 -37,879
   JANE STREET GROUP LLC 2373 - 2023-12-31 41,867 $2,073,000 -134,106
   Lombard Odier Asset Management (Europe) Ltd 113 *New 2023-12-31 40,000 $1,981,000 40,000
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1262 - 2023-12-31 39,021 $1,930,000 11,789
   TD ASSET MANAGEMENT INC 1047 - 2023-12-31 35,834 $1,775,000 0
   QUANTBOT TECHNOLOGIES LLC 319 - 2023-12-31 35,192 $1,743,000 25,663
   AMERICAN CENTURY COMPANIES INC 1844 *New 2023-12-31 34,309 $1,699,000 34,309
   CITIGROUP INC 1713 - 2023-12-31 34,262 $1,697,000 28,142
   COMERICA BANK 1285 - 2023-12-31 32,788 $1,624,000 2,558
   AQR CAPITAL MANAGEMENT LLC 1434 *New 2023-12-31 32,705 $1,619,000 32,705
   ALASKA RETIREMENT MANAGEMENT BOARD 801 - 2023-12-31 30,599 $1,515,000 24,659
   NEW YORK STATE COMMON RETIREMENT FUND 1555 - 2023-12-31 28,922 $1,432,000 8,859
   LPL FINANCIAL CORP 2689 - 2023-12-31 28,719 $1,422,000 5,410
   US BANCORP 964 - 2023-12-31 28,084 $1,391,000 -1,541
   STIFEL FINANCIAL CORP 1920 - 2023-12-31 27,954 $1,384,000 2,368
   OPPENHEIMER ASSET MANAGEMENT INC 618 - 2023-12-31 27,658 $1,370,000 -8,132
   Illinois Municipal Retirement Fund 713 *New 2023-12-31 27,652 $1,369,000 27,652
   AMERICAN INTERNATIONAL GROUP INC 1153 - 2023-12-31 27,255 $1,350,000 -67,266
   KORNITZER CAPITAL MANAGEMENT INC /KS 357 - 2023-12-31 27,005 $1,337,000 0
   MetLife Investment Advisors LLC 1160 - 2023-12-31 26,425 $1,309,000 -27,455
  100 Records found
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