ENVESTNET INC - 0.75 8/15/2025

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Debt / 0.75 8/15/2025
Market price (% of par)
92.18%
Total 13F principal
$317,497,200
Principal change
-$14,075,300
Total reported market value
$304,503,880
Number of holders
45
Value change
-$12,903,720
Number of buys
12
Number of sells
18

Institutional Holders of ENVESTNET INC - 0.75 8/15/2025 as of Q3 2023

As of 30 Sep 2023, ENVESTNET INC - 0.75 8/15/2025 was held by 45 institutional bondholders reporting positions in Form 13F filings. These institutions reported holding $317,497,200 in principal (par value) of the bond. The largest 10 bondholders included TENOR CAPITAL MANAGEMENT Co., L.P., Fort Baker Capital Management LP, Opti Capital Management, LP, LAZARD ASSET MANAGEMENT LLC, JPMORGAN CHASE & CO, Linden Advisors LP, AMERIPRISE FINANCIAL INC, AVIVA PLC, Segantii Capital Management Ltd, and OSTERWEIS CAPITAL MANAGEMENT INC. This page lists 45 institutional bondholders reporting positions for the Q3 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.