29404KAG1

Envestnet Inc

Latest period2024 - Q3Total superinvestors35

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Vincent Leva@Linden Advisors Lp
Recent Activity
Exited
0%
$48.199B
44.878M shares@ 1074.01 avg price
Serge Todorovich@Shenkman Capital Management Inc
Recent Activity
Exited
0%
$16.417B
14.981M shares@ 1095.89 avg price
Howard Marks / Bart Bixler@Oaktree Capital Management Lp
Recent Activity
Exited
0%
$11.894B
11.049M shares@ 1076.5 avg price
Eric C Hage@Absolute Investment Advisers, Llc
Recent Activity
Exited
0%
$11.793B
11M shares@ 1072.07 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Exited
0%
$8.874M
8.282M shares@ 1.08 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Exited
0%
$8.572M
8M shares@ 1.08 avg price
Nargis Hilal@Lazard Asset Management Llc
Recent Activity
Exited
0%
$8.092M
7.517M shares@ 1.08 avg price
Paul L Latronica@Advent Capital Management De
Recent Activity
Exited
0%
$6.161B
5.712M shares@ 1078.69 avg price
Jason Cronin@Wellington Management Group Llp
Recent Activity
Exited
0%
$5.057M
4.71M shares@ 1.08 avg price
Ameen Soetan@Goldman Sachs Group Inc
Recent Activity
Exited
0%
$4.018M
3.75M shares@ 1.08 avg price