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
David Barlow@Glazer Capital, Llc
Recent Activity
New Position
7.28%
$124.77M
117.93M shares@ 1.06 avg price
David Cavicke@Wolverine Asset Management Llc
Recent Activity
0.94%
$86.481M
81.55M shares@ 1.07 avg price
Justin Nasatir@Camden Asset Management L P Ca
Recent Activity
Decreased -19.01%
1.74%
$66.028M
62.408M shares@ 1.06 avg price
Thomas C. Mandia@Franklin Resources Inc
Recent Activity
Decreased -9.14%
0.02%
$65.999M
62M shares@ 1.07 avg price
Matthew Starr@Tenor Capital Management Co., L.p.
Recent Activity
0.6%
$42.775B
40M shares@ 1069.39 avg price
Daniel R. Marcus@D. E. Shaw & Co., Inc.
Recent Activity
Increased 5.54%
0.04%
$41.411M
39.049M shares@ 1.07 avg price
Chris Fitzgerald@Mackay Shields Llc
Recent Activity
0.97%
$35.291M
33.199M shares@ 1.07 avg price
Robert R. Leveille@Invesco Ltd.
Recent Activity
Decreased -2.03%
0.01%
$32.65M
30.86M shares@ 1.06 avg price
Andrew Ma@Polar Asset Management Partners Inc.
Recent Activity
New Position
0.56%
$26.438M
24.93M shares@ 1.07 avg price
Raj Somal@Mirabella Financial Services Llp
Recent Activity
New Position
0.77%
$13.753M
24.93M shares@ 0.56 avg price