Envestnet Inc (NYSE:ENV)

50.52
Data as of Dec 26
 -1.42 / -2.73%
Today’s Change
33.12
Today|||52-Week Range
55.02
+25.36%
Year-to-Date
Institutional investors purchased a net $620.8 thousand shares of ENV during the quarter ended September 2014 and now own 93.36% 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 holders53.58%
Other institutional39.79%
Individual stakeholders31.77%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2014JANUS CAPITAL MANAGEMENT LLC  Bought 664.1 Thousand shares of Envestnet Inc
9/30/2014ROBERT W. BAIRD & CO., INC. (PRI...  Bought 224.8 Thousand shares of Envestnet Inc
9/30/2014RANGER INVESTMENT MANAGEMENT LP  Bought 204.3 Thousand shares of Envestnet Inc

Top 10 Owners of Envestnet Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Capital Management, Inc.12.53%4,303,875220,143,206-60,463-1.39%
Wellington Management Co. LLP8.29%2,847,117145,630,035-795,906-21.85%
The Vanguard Group, Inc.5.63%1,932,65698,855,354+18,139+0.95%
BlackRock Fund Advisors4.71%1,617,46782,733,437+7,451+0.46%
AllianceBernstein LP3.41%1,171,24559,909,182+169,012+16.86%
Janus Capital Management LLC3.27%1,122,45657,413,624+664,093+144.88%
Fidelity Management & Research Co...3.26%1,120,40057,308,46000.00%
ClearBridge Investments LLC3.02%1,038,15453,101,577+7,912+0.77%
Wasatch Advisors, Inc.2.69%924,70647,298,712+24,159+2.68%
Kornitzer Capital Management, Inc...2.65%910,55046,574,633-24,270-2.60%

Top 10 Mutual Funds Holding Envestnet Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Fargo Advantage Growth Fund7.31%2,511,460128,461,179-7,540-0.30%
ClearBridge Small Cap Growth Fund2.70%926,50947,390,935-9,855-1.05%
Buffalo Small Cap Fund2.10%722,69036,965,59400.00%
Wells Fargo Advantage Emerging Gr...2.01%689,49235,267,51600.00%
Columbia Acorn Fund1.78%610,00031,201,50000.00%
Oppenheimer Discovery Fund1.62%556,69028,474,694+95,490+20.70%
iShares Russell 2000 ETF1.60%548,24228,042,578+35,379+6.90%
Vanguard Small Cap Index Fund1.57%539,73327,607,343+2,248+0.42%
Janus Triton Fund1.53%525,55626,882,189+525,556--
Vanguard Total Stock Market Index...1.48%509,67626,069,927+5,800+1.15%

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