Envestnet Inc (NYSE:ENV)

During the Trading Day
52.30 -0.57 / -1.08%
Data as of 4:02pm ET
Day’s Change
During After-Hours   Switch to standard view »
52.30 0.00 / 0.00%
Volume: 7.7K
Institutional investors purchased a net $584.6 thousand shares of ENV during the quarter ended September 2014 and now own 93.46% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Financial Publishing/Services industry and highlights that the smart money sees this stock as an important holding.
Mutual fund holders52.96%
Other institutional40.50%
Individual stakeholders31.77%

Largest Quarterly Institutional

Latest Institutional Activity

12/31/2014ROBERT W. BAIRD & CO., INC. (EQU...  Bought 65.8 Thousand shares of Envestnet Inc
12/31/2014MAGEE THOMSON INVESTMENT PARTNER...  Bought 605.00 shares of Envestnet Inc
12/31/2014GO ETF SOLUTIONS LLP  Bought 300.00 shares of Envestnet Inc

Top 10 Owners of Envestnet Inc

Total value ($)Shares
bought / sold
Wells Capital Management, Inc.12.53%4,303,875211,492,418-60,463-1.39%
Wellington Management Co. LLP8.29%2,847,117139,907,329-795,906-21.85%
The Vanguard Group, Inc.5.63%1,932,65694,970,716+18,139+0.95%
BlackRock Fund Advisors4.71%1,617,46779,482,328+7,451+0.46%
AllianceBernstein LP3.41%1,171,24557,554,979+169,012+16.86%
Janus Capital Management LLC3.27%1,122,45655,157,488+664,093+144.88%
Fidelity Management & Research Co...3.26%1,120,40055,056,45600.00%
ClearBridge Investments LLC3.02%1,038,15451,014,888+7,912+0.77%
Wasatch Advisors, Inc.2.69%924,70645,440,053+24,159+2.68%
Kornitzer Capital Management, Inc...2.65%910,55044,744,427-24,270-2.60%

Top 10 Mutual Funds Holding Envestnet Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Wells Fargo Advantage Growth Fund7.31%2,511,460123,413,14400.00%
ClearBridge Small Cap Growth Fund2.70%926,50945,528,65200.00%
Buffalo Small Cap Fund2.10%722,69035,512,98700.00%
Wells Fargo Advantage Emerging Gr...2.01%689,49233,881,63700.00%
Columbia Acorn Fund1.78%610,00029,975,40000.00%
iShares Russell 2000 ETF1.70%584,83028,738,546+36,588+6.67%
Oppenheimer Discovery Fund1.62%556,69027,355,747+95,490+20.70%
Vanguard Small Cap Index Fund1.57%539,73326,522,480+2,248+0.42%
Janus Triton Fund1.53%525,55625,825,822+525,556--
Vanguard Total Stock Market Index...1.50%516,43325,377,518+6,757+1.33%

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