Envestnet Inc (NYSE:ENV)

41.18
Delayed Data
As of Jul 02
 -0.41 / -0.99%
Today’s Change
37.76
Today|||52-Week Range
58.21
-16.20%
Year-to-Date
Institutional investors purchased a net $1.2 million shares of ENV during the quarter ended March 2015 and now own 99.66% 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 holders52.97%
Other institutional46.69%
Individual stakeholders30.77%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

5/31/2015CSOP ASSET MANAGEMENT LTD.  Bought 5.0 Thousand shares of Envestnet Inc
5/31/2015GENEVA CAPITAL MANAGEMENT LLC  Bought 1.3 Thousand shares of Envestnet Inc
5/31/2015VANGUARD INVESTMENTS AUSTRALIA L...  Bought 1.3 Thousand shares of Envestnet Inc

Top 10 Owners of Envestnet Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Capital Management, Inc.12.85%4,533,442198,610,094+161,456+3.69%
Wellington Management Co. LLP10.25%3,616,005158,417,179+1,021,944+39.40%
The Vanguard Group, Inc.5.76%2,031,36488,994,057+77,838+3.98%
BlackRock Fund Advisors5.03%1,773,28477,687,572+14,751+0.84%
T. Rowe Price Associates, Inc.4.22%1,489,35165,248,467+962,651+182.77%
Janus Capital Management LLC3.20%1,130,67849,535,003-56,093-4.73%
Fidelity Management & Research Co...3.18%1,120,40049,084,72400.00%
Ranger Investment Management LP2.92%1,031,61745,195,141+80,847+8.50%
AllianceBernstein LP2.76%972,53442,606,715-112,329-10.35%
ClearBridge Investments LLC2.72%960,27542,069,648-72,882-7.05%

Top 10 Mutual Funds Holding Envestnet Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Fargo Advantage Growth Fund7.47%2,634,600115,421,826-14,860-0.56%
ClearBridge Small Cap Growth Fund2.42%855,94937,499,126-70,560-7.62%
Wells Fargo Advantage Emerging Gr...2.03%715,89231,363,229+26,400+3.83%
Buffalo Small Cap Fund2.01%707,90031,013,099-3,790-0.53%
Janus Triton Fund1.79%631,45527,664,044-19,990-3.07%
Vanguard Small Cap Index Fund1.63%574,70525,177,826+3,112+0.54%
Vanguard Total Stock Market Index...1.55%547,41523,982,251-306-0.06%
iShares Russell 2000 ETF1.46%514,86122,556,060-35,528-6.46%
Wasatch Small Cap Growth Fund1.12%396,23817,359,18700.00%
Vanguard Small Cap Growth Index F...1.05%370,95716,251,626-882-0.24%

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