Envestnet Inc (NYSE:ENV)

Data as of Oct 30
 +0.37 / +0.86%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $1.7 million shares of ENV during the quarter ended June 2014 and now own 93.24% 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 holders51.57%
Other institutional41.67%
Individual stakeholders31.98%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2014ROBERT W. BAIRD & CO., INC. (EQU...  Bought 3.5 Thousand shares of Envestnet Inc
9/30/2014GLOBEFLEX CAPITAL LP  Sold 41.00 shares of Envestnet Inc
8/29/2014COMPASS EFFICIENT MODEL PORTFOLI...  Sold 44.00 shares of Envestnet Inc

Top 10 Owners of Envestnet Inc

Total value ($)Shares
bought / sold
Wells Capital Management, Inc.12.78%4,364,338196,395,210+735,815+20.28%
Wellington Management Co. LLP12.14%4,145,878186,564,510-609,555-12.82%
The Vanguard Group, Inc.5.60%1,914,51786,153,265+583,915+43.88%
BlackRock Fund Advisors4.71%1,610,01672,450,720+623,287+63.17%
Fidelity Management & Research Co...3.28%1,120,40050,418,00000.00%
ClearBridge Investments LLC3.02%1,030,24246,360,890+3,453+0.34%
AllianceBernstein LP2.93%1,002,23345,100,485-289,071-22.39%
Kornitzer Capital Management, Inc...2.74%934,82042,066,900+412,825+79.09%
JPMorgan Investment Management, I...2.70%920,55941,425,155-202,941-18.06%
Wasatch Advisors, Inc.2.64%900,54740,524,615+166,586+22.70%

Top 10 Mutual Funds Holding Envestnet Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Wells Fargo Advantage Growth Fund7.46%2,546,800114,606,00000.00%
ClearBridge Small Cap Growth Fund2.71%926,50941,692,905-9,855-1.05%
Buffalo Small Cap Fund2.12%722,69032,521,050+372,875+106.59%
Wells Fargo Advantage Emerging Gr...2.02%689,49231,027,140+33,300+5.07%
Columbia Acorn Fund1.79%610,00027,450,00000.00%
Vanguard Small Cap Index Fund1.56%531,26623,906,970+1,882+0.36%
iShares Russell 2000 ETF1.49%507,86122,853,745+19,698+4.04%
Vanguard Total Stock Market Index...1.48%503,87622,674,420+55,743+12.44%
Oppenheimer Discovery Fund1.35%461,20020,754,000+19,210+4.35%
AllianceBernstein Small Cap Growt...1.18%404,45018,200,250+10,880+2.76%

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