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 |
---|---|---|---|
Daniel R. Marcus@D. E. Shaw & Co., Inc.
| 0.04% | $41.411M 39.049M shares@ 1.07 avg price | Increased 5.54% |
Sherry Coulter@Royal Bank Of Canada
| 0.01% | $3.588M 3.391M shares@ 1.06 avg price | Increased 143.79% |
Henry Parkin@Aqr Arbitrage Llc
| 0.03% | $1.116M 1.05M shares@ 1.07 avg price | Increased 2000% |
MATTHEW KREGER@Lake Street Advisors Group, Llc
| 0.01% | $99,452 94,000 shares@ 1.06 avg price | Increased 23.69% |