ENOVA INTL INC ENVA
COM · Common Stock · CUSIP 29357K103 · ISIN US29357K1034
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.1m this quarter). Holder counts are more reliable. Shares outstanding: 27.1m as of 2024-04-22, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $62.80. Options: 9 managers hold calls ($15.2m notional), 13 hold puts ($8.6m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 193 |
| Q4 2022 | 196 |
| Q1 2023 | 214 |
| Q2 2023 | 220 |
| Q3 2023 | 231 |
| Q4 2023 | 232 |
| Q1 2024 | 238 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 73 | 99 |
| Q1 2023 | 100 | 83 |
| Q2 2023 | 84 | 120 |
| Q3 2023 | 95 | 109 |
| Q4 2023 | 89 | 129 |
| Q1 2024 | 87 | 130 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $1.8m | $1.5m | 0.82 |
| Q3 2023 | $2.3m | $4.1m | 1.81 |
| Q4 2023 | $18.2m | $6.6m | 0.36 |
| Q1 2024 | $15.2m | $8.6m | 0.57 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +217.1k |
| No Street GP LP | Added | +148.3k |
| MARSHALL WACE, LLP | New | +136.9k |
| Empowered Funds, LLC | Added | +118.3k |
| MORGAN STANLEY | Added | +115.1k |
| Man Group plc | Added | +95.6k |
| Sparta 24 Ltd. | Added | +76.3k |
| Amundi | Added | +47.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +36.2k |
| Portolan Capital Management, LLC | Added | +34.4k |
Biggest sellers
| 683 Capital Management, LLC | Reduced | -440.0k |
| CITIGROUP INC | Reduced | -199.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -187.6k |
| BlackRock Inc. | Reduced | -186.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -144.5k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -119.9k |
| Empyrean Capital Partners, LP | Reduced | -98.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -92.7k |
| DENALI ADVISORS LLC | Sold out | -87.5k |
| Prescott Group Capital Management, L.L.C. | Reduced | -81.2k |
Biggest calls
| Nantahala Capital Management, LLC | Reduced | $6.8m109.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.5m55.8k shares |
| CITADEL ADVISORS LLC | Reduced | $1.6m25.8k shares |
| PEAK6 Investments LLC | Reduced | $1.2m19.1k shares |
| SIMPLEX TRADING, LLC | Added | $898.0k14.3k shares |
| TORNO CAPITAL, LLC | New | $628.3k10.0k shares |
| JANE STREET GROUP, LLC | Reduced | $477.5k7.6k shares |
| Walleye Capital LLC | New | $62.8k1.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | $3.4m53.7k shares |
| NOMURA HOLDINGS INC | New | $1.5m23.9k shares |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | $1.3m20.0k shares |
| WOLVERINE TRADING, LLC | Added | $1.1m17.7k shares |
| EMG Holdings, L.P. | Unchanged | $628.3k10.0k shares |
| GROUP ONE TRADING LLC | Added | $295.3k4.7k shares |
| Walleye Trading LLC | New | $182.2k2.9k shares |
| PEAK6 Investments LLC | Added | $150.8k2.4k shares |
| CITADEL ADVISORS LLC | Reduced | $100.5k1.6k shares |
| Walleye Capital LLC | Reduced | $6.3k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.0 pts · filed 2026-04-24 | 13.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 2 | $1.7m | — |
| Q1 2023 | 0 | — | 2 | $521.9k | — |
| Q2 2023 | 0 | — | 1 | $252.0k | — |
| Q3 2023 | 0 | — | 2 | $546.6k | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 3 | $1.8m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-02-28 | RICE LINDA JOHNSON Director | Sold | $310.6k5.0k shares |
| 2024-02-20 | Rahilly Sean General Counsel and Secretary | Sold | $362.6k6.0k shares |
| 2024-02-16 | Rahilly Sean General Counsel and Secretary | Sold | $141.8k2.3k shares |
| 2024-02-09 | Cunningham Steven E Chief Financial Officer | Sold | $984.7k17.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 5.5m $347.6m | Reduced -186.6k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 2.1m $130.5m | Reduced -119.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.1m $129.4m | Added +27.1k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $76.9m | Added +115.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $73.2m | Reduced -7.5k |
| Empyrean Capital Partners, LP 3.18% of their portfolio | 881.6k $55.4m | Reduced -98.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio | 860.6k $54.1m | Reduced -18.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 636.4k $40.0m | Added +1.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 623.0k $39.1m | Added +217.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 586.2k $36.8m | Reduced -187.6k |
| MANGROVE PARTNERS IM, LLC 2.59% of their portfolio | 565.0k $35.5m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 511.8k $32.2m | Reduced -5.5k |
| Harspring Capital Management, LLC 6.37% of their portfolio | 430.0k $27.0m | Reduced -18.0k |
| No Street GP LP 2.33% of their portfolio | 423.3k $26.6m | Added +148.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 405.3k $25.5m | Reduced -39.2k |
| Invesco Ltd. 0.00% of their portfolio | 342.8k $21.5m | Added +20.0k |
| Sparta 24 Ltd. 16.51% of their portfolio | 295.8k $18.6m | Added +76.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 245.7k $15.4m | Reduced -35.9k |
| Orchard Capital Management, LLC 4.34% of their portfolio | 235.3k $14.8m | Added +3.0k |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 234.1k $14.7m | Added +18.2k |
| Empowered Funds, LLC 0.12% of their portfolio | 220.1k $13.8m | Added +118.3k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.28% of their portfolio | 215.4k $13.5m | Added +11.2k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 195.8k $12.3m | Added +26.4k |
| JAMES INVESTMENT RESEARCH, INC. 1.32% of their portfolio | 177.3k $11.1m | Reduced -3.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 173.1k $10.9m | Added +1.4k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 167.9k $10.5m | Reduced -144.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 167.1k $10.5m | Reduced -28.9k |
| Tieton Capital Management, LLC 5.43% of their portfolio | 164.9k $10.4m | Reduced -45 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 162.1k $10.2m | Added +36.2k |
| Foundry Partners, LLC 0.51% of their portfolio | 153.4k $9.6m | Added +15.5k |
| 683 Capital Management, LLC 0.90% of their portfolio | 140.0k $8.8m | Reduced -440.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 136.9k $8.6m | New |
| Baird Financial Group, Inc. 0.02% of their portfolio | 136.5k $8.6m | Added +19.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 133.3k $8.4m | Reduced -92.7k |
| Prospect Capital Advisors, LLC 3.45% of their portfolio | 123.5k $7.8m | Reduced -30.6k |
| Portolan Capital Management, LLC 0.59% of their portfolio | 123.5k $7.8m | Added +34.4k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 117.9k $7.4m | Added +14.1k |
| WINMILL & CO. INC 1.94% of their portfolio | 108.4k $6.8m | Unchanged |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 108.2k $6.8m | Reduced -33.7k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 108.1k $6.8m | Reduced -33.9k |
| Man Group plc 0.02% of their portfolio | 107.9k $6.8m | Added +95.6k |
| Huber Capital Management LLC 1.49% of their portfolio | 105.4k $6.6m | Reduced -21.4k |
| Prescott Group Capital Management, L.L.C. 1.06% of their portfolio | 105.1k $6.6m | Reduced -81.2k |
| Cubist Systematic Strategies, LLC 0.07% of their portfolio | 99.9k $6.3m | Added +32.5k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 97.0k $6.1m | Reduced -51.4k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 92.8k $5.8m | Reduced -2.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 84.2k $5.3m | Reduced -7.5k |
| Brandywine Global Investment Management, LLC 0.04% of their portfolio | 84.1k $5.3m | Reduced -633 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 82.9k $5.2m | Added +10.5k |
| Legal & General Group Plc 0.00% of their portfolio | 81.9k $5.1m | Reduced -1.7k |
| ROYCE & ASSOCIATES LP 0.04% of their portfolio | 79.8k $5.0m | Added +8.6k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 76.5k $4.8m | Added +9.3k |
| Nantahala Capital Management, LLC 0.44% of their portfolio | 71.9k $4.5m | Reduced -71.9k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 69.4k $4.4m | Added +11.9k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 66.1k $4.2m | Reduced -1.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 61.6k $3.9m | Reduced -5.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 60.0k $3.8m | Reduced -49.3k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 59.6k $3.7m | Reduced -2.4k |
| Swiss National Bank 0.00% of their portfolio | 58.9k $3.7m | Reduced -1.8k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 57.6k $3.6m | Reduced -3.2k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 57.4k $3.6m | Reduced -8.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 57.2k $3.6m | Added +28.7k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 56.2k $3.5m | Added +9.2k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 55.5k $3.5m | Added +2.2k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.28% of their portfolio | 52.7k $3.3m | Reduced -50.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 51.8k $3.3m | Added +32.8k |
| Amundi 0.00% of their portfolio | 51.3k $3.1m | Added +47.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 51.1k $3.2m | Reduced -3.7k |
| Engineers Gate Manager LP 0.08% of their portfolio | 47.5k $3.0m | Added +11.4k |
| HRT FINANCIAL LP 0.02% of their portfolio | 46.7k $2.9m | Reduced -11.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 43.8k $2.8m | Reduced -18.2k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 42.5k $2.7m | Reduced -4.8k |
| GLOBEFLEX CAPITAL L P 0.26% of their portfolio | 42.2k $2.7m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 42.2k $2.7m | Added +7.8k |
| Aviance Capital Partners, LLC 0.39% of their portfolio | 41.8k $2.6m | Added +1.8k |
| PDT Partners, LLC 0.24% of their portfolio | 40.8k $2.6m | Added +7.6k |
| BARCLAYS PLC 0.00% of their portfolio | 40.8k $2.6m | Reduced -21.0k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 35.8k $2.3m | Reduced -953 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 34.7k $2.2m | Added +23.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 33.1k $2.1m | Reduced -142 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 32.5k $2.0m | Reduced -905 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 32.0k $2.0m | Reduced -5.7k |
| Livforsakringsbolaget Skandia, Omsesidigt 0.17% of their portfolio | 31.4k $2.0m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 31.1k $2.0m | Reduced -2.4k |
| MARTINGALE ASSET MANAGEMENT L P 0.04% of their portfolio | 31.0k $1.9m | Reduced -17.3k |
| BURNEY CO/ 0.07% of their portfolio | 31.0k $1.9m | Reduced -143 |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.01% of their portfolio | 30.5k $1.9m | Reduced -10.3k |
| ASSETMARK, INC 0.01% of their portfolio | 30.5k $1.9m | Reduced -164 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 30.0k $1.9m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 29.7k $1.9m | Reduced -2.5k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 29.5k $1.9m | Added +9.6k |
| Robeco Institutional Asset Management B.V. 0.00% of their portfolio | 29.2k $1.8m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 25.7k $1.6m | Reduced -34.0k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio | 25.5k $1.6m | Reduced -345 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 25.0k $1.6m | New |
| CITIGROUP INC 0.00% of their portfolio | 24.7k $1.6m | Reduced -199.8k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 24.2k $1.5m | Reduced -16.3k |
| UBS Group AG 0.00% of their portfolio | 24.1k $1.5m | Reduced -5.2k |
| ROWLANDMILLER & PARTNERS.ADV 0.32% of their portfolio | 24.1k $1.5m | Unchanged |
| Summit Global Investments 0.11% of their portfolio | 23.7k $1.5m | Reduced -4.8k |