ENVESTNET INC - 0.75 8/15/2025

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Debt / 0.75 8/15/2025
Market price (% of par)
92.02%
Total 13F principal
$328,225,500
Principal change
+$8,595,383
Total reported market value
$313,837,885
Number of holders
44
Value change
+$6,117,536
Number of buys
12
Number of sells
20

Institutional Holders of ENVESTNET INC - 0.75 8/15/2025 as of Q2 2023

As of 30 Jun 2023, ENVESTNET INC - 0.75 8/15/2025 was held by 44 institutional bondholders reporting positions in Form 13F filings. These institutions reported holding $328,225,500 in principal (par value) of the bond. The largest 10 bondholders included Fort Baker Capital Management LP, TENOR CAPITAL MANAGEMENT Co., L.P., Opti Capital Management, LP, LAZARD ASSET MANAGEMENT LLC, JPMORGAN CHASE & CO, Linden Advisors LP, DLD Asset Management, LP, BANK OF MONTREAL /CAN/, AMERIPRISE FINANCIAL INC, and AVIVA PLC. This page lists 44 institutional bondholders reporting positions for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price (% of par) Principal Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.