Envestnet Inc (NYSE:ENV)

Data as of 4:06pm ET
 +0.85 / +1.86%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $1.8 million shares of ENV during the quarter ended June 2014 and now own 93.20% 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 holders51.11%
Other institutional42.09%
Individual stakeholders31.28%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2014WELLS CAPITAL MANAGEMENT, INC.  Bought 735.8 Thousand shares of Envestnet Inc
6/30/2014BLACKROCK FUND ADVISORS  Bought 623.3 Thousand shares of Envestnet Inc
6/30/2014THE VANGUARD GROUP, INC.  Bought 583.9 Thousand shares of Envestnet Inc

Top 10 Owners of Envestnet Inc

Total value ($)Shares
bought / sold
Wells Capital Management, Inc.12.78%4,364,338200,803,191+735,815+20.28%
Wellington Management Co. LLP12.14%4,145,878190,751,847-609,555-12.82%
The Vanguard Group, Inc.5.60%1,914,51788,086,927+583,915+43.88%
BlackRock Fund Advisors4.71%1,610,01674,076,836+623,287+63.17%
Fidelity Management & Research Co...3.28%1,120,40051,549,60400.00%
ClearBridge Investments LLC3.02%1,030,24247,401,434+3,453+0.34%
AllianceBernstein LP2.93%1,002,23346,112,740-289,071-22.39%
Kornitzer Capital Management, Inc...2.74%934,82043,011,068+412,825+79.09%
JPMorgan Investment Management, I...2.70%920,55942,354,920-202,941-18.06%
Wasatch Advisors, Inc.2.64%900,54741,434,167+166,586+22.70%

Top 10 Mutual Funds Holding Envestnet Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Wells Fargo Advantage Growth Fund7.46%2,546,800117,178,268-5,100-0.20%
ClearBridge Small Cap Growth Fund2.74%936,36443,082,10800.00%
Buffalo Small Cap Fund2.12%722,69033,250,967+372,875+106.59%
Wells Fargo Advantage Emerging Gr...2.02%689,49231,723,527+33,300+5.07%
Columbia Acorn Fund1.79%610,00028,066,10000.00%
Vanguard Small Cap Index Fund1.56%531,26624,443,549+1,882+0.36%
Vanguard Total Stock Market Index...1.48%503,87623,183,335+55,743+12.44%
iShares Russell 2000 ETF1.43%488,16322,460,380+4,272+0.88%
Oppenheimer Discovery Fund1.29%441,99020,335,960+115,980+35.58%
Wasatch Small Cap Growth Fund1.16%396,23818,230,910+208,869+111.47%

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