Envestnet Inc (NYSE:ENV)

53.61
Delayed Data
As of Apr 27
 -0.70 / -1.29%
Today’s Change
33.25
Today|||52-Week Range
58.21
+9.10%
Year-to-Date
Institutional investors purchased a net $3.3 million shares of ENV during the quarter ended December 2014 and now own 99.88% 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 holders56.05%
Other institutional43.83%
Individual stakeholders30.92%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015WELLINGTON MANAGEMENT CO. LLP  Bought 1.0 Million shares of Envestnet Inc
2/28/2015ROBERT W. BAIRD & CO., INC. (EQU...  Bought 4.6 Thousand shares of Envestnet Inc
3/31/2015VALIDEA CAPITAL MANAGEMENT LLC  Bought 476.00 shares of Envestnet Inc

Top 10 Owners of Envestnet Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Capital Management, Inc.12.47%4,371,986245,180,975+68,111+1.58%
Wellington Management Co. LLP10.39%3,643,323204,317,554+1,049,262+40.45%
The Vanguard Group, Inc.5.57%1,953,526109,553,738+20,870+1.08%
BlackRock Fund Advisors5.02%1,758,53398,618,531+141,066+8.72%
Janus Capital Management LLC3.39%1,186,77166,554,118+64,315+5.73%
Fidelity Management & Research Co...3.20%1,120,40062,832,03200.00%
AllianceBernstein LP3.10%1,084,86360,839,117-86,382-7.38%
ClearBridge Investments LLC2.95%1,033,15757,939,445-4,997-0.48%
Ranger Investment Management LP2.75%950,77053,319,182+98,535+11.56%
Wasatch Advisors, Inc.2.59%906,68150,846,670-18,025-1.95%

Top 10 Mutual Funds Holding Envestnet Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Fargo Advantage Growth Fund7.51%2,595,460145,553,397+48,000+1.88%
ClearBridge Small Cap Growth Fund2.68%926,50951,958,62500.00%
Buffalo Small Cap Fund2.06%711,69039,911,575-11,000-1.52%
Wells Fargo Advantage Emerging Gr...2.00%689,49238,666,71100.00%
Janus Triton Fund1.89%651,44536,533,036+125,889+23.95%
Columbia Acorn Fund1.77%610,00034,208,80000.00%
iShares Russell 2000 ETF1.68%581,89232,632,503+45,443+8.47%
Vanguard Small Cap Index Fund1.62%560,79631,449,440+11,160+2.03%
Vanguard Total Stock Market Index...1.55%544,73030,548,458+5,492+1.02%
Wasatch Small Cap Growth Fund1.15%396,23822,221,02700.00%

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