Envestnet Inc (NYSE:ENV)

43.81
Delayed Data
As of May 29
 -0.87 / -1.95%
Today’s Change
37.76
Today|||52-Week Range
58.21
-10.85%
Year-to-Date
Institutional investors purchased a net $1.3 million shares of ENV during the quarter ended March 2015 and now own 100.42% 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 holders55.38%
Other institutional45.04%
Individual stakeholders30.92%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015WELLINGTON MANAGEMENT CO. LLP  Bought 1.0 Million shares of Envestnet Inc
3/31/2015T. ROWE PRICE ASSOCIATES, INC.  Bought 962.7 Thousand shares of Envestnet Inc
3/31/2015FRONTIER CAPITAL MANAGEMENT CO. ...  Bought 381.9 Thousand shares of Envestnet Inc

Top 10 Owners of Envestnet Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Capital Management, Inc.12.93%4,533,442232,384,237+161,456+3.69%
Wellington Management Co. LLP10.32%3,616,005185,356,416+1,021,944+39.40%
The Vanguard Group, Inc.5.80%2,031,364104,127,719+77,838+3.98%
BlackRock Fund Advisors5.06%1,773,28490,898,538+14,751+0.84%
T. Rowe Price Associates, Inc.4.25%1,489,35176,344,132+962,651+182.77%
Janus Capital Management LLC3.23%1,130,67857,958,554-56,093-4.73%
Fidelity Management & Research Co...3.20%1,120,40057,431,70400.00%
Ranger Investment Management LP2.94%1,031,61752,880,687+80,847+8.50%
AllianceBernstein LP2.77%972,53449,852,093-112,329-10.35%
ClearBridge Investments LLC2.74%960,27549,223,697-72,882-7.05%

Top 10 Mutual Funds Holding Envestnet Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Fargo Advantage Growth Fund7.56%2,649,460135,811,320+54,000+2.08%
ClearBridge Small Cap Growth Fund2.44%855,94943,875,946-70,560-7.62%
Wells Fargo Advantage Emerging Gr...2.04%715,89236,696,624+26,400+3.83%
Buffalo Small Cap Fund2.03%711,69036,481,229-11,000-1.52%
Janus Triton Fund1.80%631,45532,368,383-19,990-3.07%
Columbia Acorn Fund1.74%610,00031,268,60000.00%
Vanguard Small Cap Index Fund1.61%564,13128,917,355+3,335+0.59%
iShares Russell 2000 ETF1.57%550,38928,212,940-31,503-5.41%
Vanguard Total Stock Market Index...1.56%547,72128,076,178+2,991+0.55%
Wasatch Small Cap Growth Fund1.13%396,23820,311,16000.00%

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