Envestnet Inc
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q2 and 2024-Q3. According to the most recent SEC 13F filing, 35 superinvestors own shares of Envestnet Inc (29404KAG1), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Envestnet Inc (29404KAG1), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Envestnet Inc (29404KAG1) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Envestnet Inc (29404KAG1) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
David Barlow@Glazer Capital, Llc
| 7.28% | $124.77M 117.93M shares@ 1.06 avg price | New Position |
Andrew Ma@Polar Asset Management Partners Inc.
| 0.56% | $26.438M 24.93M shares@ 1.07 avg price | New Position |
Raj Somal@Mirabella Financial Services Llp
| 0.77% | $13.753M 24.93M shares@ 0.56 avg price | New Position |
Gil Raviv@Millennium Management Llc
| 0.01% | $8.594M 8.101M shares@ 1.07 avg price | New Position |
Spencer Fleming@Blackrock, Inc.
| 0.01% | $4.338M 4.1M shares@ 1.06 avg price | New Position |
Bridget Larsen@Piper Sandler & Co.
| 2.88% | $4.267B 4M shares@ 1066.75 avg price | New Position |
James Finlayson@Elequin Capital, Lp
| 0.12% | $1.063M 1M shares@ 1.07 avg price | New Position |
Harold Blaine Miller@Concourse Financial Group Securities, Inc.
| 0% | $0 0 shares@ 0.0 avg price | New Position |