ENVESTNET INC - 0.75 8/15/2025

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Debt / 0.75 8/15/2025
Market price (% of par)
97.43%
Total 13F principal
$327,881,200
Principal change
+$16,652,000
Total reported market value
$335,187,460
Number of holders
28
Value change
+$22,744,673
Number of buys
12
Number of sells
11

Institutional Holders of ENVESTNET INC - 0.75 8/15/2025 as of Q1 2024

As of 31 Mar 2024, ENVESTNET INC - 0.75 8/15/2025 was held by 28 institutional bondholders reporting positions in Form 13F filings. These institutions reported holding $327,881,200 in principal (par value) of the bond. The largest 10 bondholders included TENOR CAPITAL MANAGEMENT Co., L.P., Linden Advisors LP, MILLENNIUM MANAGEMENT LLC, Fort Baker Capital Management LP, LAZARD ASSET MANAGEMENT LLC, BANK OF MONTREAL /CAN/, III Capital Management, OSTERWEIS CAPITAL MANAGEMENT INC, JPMORGAN CHASE & CO, and Aequim Alternative Investments LP. This page lists 28 institutional bondholders reporting positions for the Q1 2024 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.