Envestnet Inc (NYSE:ENV)

46.01
Data as of Aug 29
 +0.93 / +2.06%
Today’s Change
26.91
Today|||52-Week Range
50.38
+14.17%
Year-to-Date
Institutional investors purchased a net $1.8 million shares of ENV during the quarter ended June 2014 and now own 93.58% 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 holders50.33%
Other institutional43.25%
Individual stakeholders31.38%

Largest Quarterly Institutional
Transactions

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

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Capital Management, Inc.12.82%4,364,338190,328,780+735,815+20.28%
Wellington Management Co. LLP12.18%4,145,878180,801,740-609,555-12.82%
The Vanguard Group, Inc.5.62%1,914,51783,492,086+583,915+43.88%
BlackRock Fund Advisors4.73%1,610,01670,212,798+623,287+63.17%
Fidelity Management & Research Co...3.29%1,120,40048,860,64400.00%
ClearBridge Investments LLC3.03%1,030,24244,928,854+3,453+0.34%
AllianceBernstein LP2.94%1,002,23343,707,381-289,071-22.39%
Kornitzer Capital Management, Inc...2.75%934,82040,767,500+412,825+79.09%
JPMorgan Investment Management, I...2.70%920,55940,145,578-202,941-18.06%
Wasatch Advisors, Inc.2.65%900,54739,272,855+166,586+22.70%

Top 10 Mutual Funds Holding Envestnet Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Fargo Advantage Growth Fund7.50%2,551,900111,288,35900.00%
ClearBridge Small Cap Growth Fund2.75%936,36440,834,83400.00%
Wells Fargo Advantage Emerging Gr...2.03%689,49230,068,746+33,300+5.07%
Columbia Acorn Fund1.79%610,00026,602,10000.00%
Vanguard Small Cap Index Fund1.56%531,26623,168,510+1,882+0.36%
iShares Russell 2000 ETF1.42%483,89121,102,487-19,912-3.95%
Vanguard Total Stock Market Index...1.32%448,13319,543,080+6,696+1.52%
Oppenheimer Discovery Fund1.30%441,99019,275,184+115,980+35.58%
JPMorgan Small Cap Growth Fund1.11%377,04816,443,063-44,161-10.48%
Vanguard Small Cap Growth Index F...1.08%367,91916,044,948-3,205-0.86%

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