Envestnet Inc (NYSE:ENV)

56.91
Delayed Data
As of 4:02pm ET
 +0.87 / +1.55%
Today’s Change
33.12
Today|||52-Week Range
58.21
+15.81%
Year-to-Date
Institutional investors purchased a net $977.2 thousand shares of ENV during the quarter ended December 2014 and now own 98.27% 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 holders55.97%
Other institutional42.30%
Individual stakeholders31.71%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014INVESCO ADVISERS, INC.  Bought 739.6 Thousand shares of Envestnet Inc
12/31/2014HENDERSON GLOBAL INVESTORS LTD.  Bought 348.6 Thousand shares of Envestnet Inc
12/31/2014TEACHERS ADVISORS, INC.  Bought 226.1 Thousand shares of Envestnet Inc

Top 10 Owners of Envestnet Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Capital Management, Inc.12.73%4,371,986235,562,606+68,111+1.58%
Wellington Management Co. LLP7.55%2,594,061139,768,007-1,048,962-28.79%
The Vanguard Group, Inc.5.69%1,953,526105,255,981+20,870+1.08%
BlackRock Fund Advisors5.12%1,758,53394,749,758+141,066+8.72%
Janus Capital Management LLC3.46%1,186,77163,943,221+64,315+5.73%
Fidelity Management & Research Co...3.26%1,120,40060,367,15200.00%
AllianceBernstein LP3.16%1,084,86358,452,418-86,382-7.38%
ClearBridge Investments LLC3.01%1,033,15755,666,499-4,997-0.48%
Ranger Investment Management LP2.77%950,77051,227,488+98,535+11.56%
Wasatch Advisors, Inc.2.64%906,68148,851,972-18,025-1.95%

Top 10 Mutual Funds Holding Envestnet Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Fargo Advantage Growth Fund7.42%2,547,460137,257,14500.00%
ClearBridge Small Cap Growth Fund2.70%926,50949,920,30500.00%
Buffalo Small Cap Fund2.07%711,69038,345,857-11,000-1.52%
Wells Fargo Advantage Emerging Gr...2.01%689,49237,149,82900.00%
Janus Triton Fund1.90%651,44535,099,857+125,889+23.95%
Columbia Acorn Fund1.78%610,00032,866,80000.00%
iShares Russell 2000 ETF1.65%568,18430,613,754-16,646-2.85%
Vanguard Small Cap Index Fund1.60%549,63629,614,388+9,034+1.67%
Vanguard Total Stock Market Index...1.57%539,23829,054,143+2,700+0.50%
AB Small Cap Growth Fund1.16%397,10921,396,233+6,380+1.63%

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