Financial Engines, Inc.
FNGN
FNGN was delisted on the 18th of July, 2018.
199 hedge funds and large institutions have $2.76B invested in Financial Engines, Inc. in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 31 closing their positions.
5% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 88
10% less funds holding
Funds holding: 222 → 199 (-23)
22% less capital invested
Capital invested by funds: $3.53B → $2.76B (-$765M)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
65% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 31
74% less call options, than puts
Call options by funds: $2.18M | Put options by funds: $8.39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$87.9M |
| 2 |
Morgan Stanley
New York
|
+$62.8M |
| 3 |
RIM
RS Investment Management
San Francisco,
California
|
+$55.8M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$50M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$53.4M |
| 2 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$23.5M |
| 3 |
TA
Teachers Advisors
New York
|
-$20.1M |
| 4 |
O
OppenheimerFunds
New York
|
-$18.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
BNP Paribas Financial Markets
Paris,
France
| – | -$44.1K | -635 | Closed |
|
|
HMS
227
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$35K | -508 | Closed |
|
228
Creative Planning
Overland Park,
Kansas
| – | -$21K | -300 | Closed |
|
|
SEC
229
Seven Eight Capital
New York
| – | -$7K | -100 | Closed |
|
|
RFA
230
Reilly Financial Advisors
La Mesa,
California
| – | -$6K | -93 | Closed |
|
FNGN Hedge Fund Activity: Q1 2014 in Review
199 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q1 2014, worth a combined $2.76B — down 22% from $3.53B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of FNGN and 11 opened new positions — a net loss of 20 holders — while 88 trimmed existing stakes and 84 added.
The largest buyer was Wells Fargo, adding an estimated $87.9M. The largest seller was Lord, Abbett & Co, cutting an estimated $53.4M.
- 199 institutional investors held Financial Engines, Inc. (FNGN) as of Q1 2014, down from 222 in Q4 2013.
- Funds reported $2.76B of Financial Engines, Inc. stock for Q1 2014, down 22% quarter-over-quarter.
- 11 funds opened new Financial Engines, Inc. positions in Q1 2014 and 31 closed out, a net change of -20 holders.
- The largest Financial Engines, Inc. buyer in Q1 2014 was Wells Fargo, an estimated $87.9M added.
- The largest Financial Engines, Inc. seller in Q1 2014 was Lord, Abbett & Co, an estimated $53.4M sold.
Based on aggregated 13F filings for Q1 2014.