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FNGN

Financial Engines, Inc.
FNGN

Delisted

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.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 88

10% less funds holding

Funds holding: 222199 (-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: 52 (-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

Holders
199
Holders Change
-23
Holders Change %
-10.36%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
11
Increased
84
Reduced
88
Closed
31
Calls
$2.18M
Puts
$8.39M
Net Calls
-$6.21M
Net Calls Change
-$6.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
26
Waddell & Reed Financial
Kansas
$22.3M +$3.09M +51,375 +13%
Franklin Resources
27
Franklin Resources
California
$21.4M -$3.01M -50,000 -11%
PCM
28
Palisade Capital Management
New Jersey
$21.2M +$2.28M +37,823 +10%
Baillie Gifford & Co
29
Baillie Gifford & Co
United Kingdom
$20.6M +$24.4M +405,400 New
Norges Bank
30
Norges Bank
Norway
$20.3M
CCM
31
Cupps Capital Management
Illinois
$20.1M -$3.2M -53,176 -12%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$19.3M +$1.56M +25,908 +7%
Principal Financial Group
33
Principal Financial Group
Iowa
$16.4M +$775K +12,880 +4%
FAM
34
Fred Alger Management
New York
$16M -$6M -99,678 -24%
KI
35
Kalmar Investments
Delaware
$15.9M -$678K -11,269 -3%
TCIM
36
TIAA CREF Investment Management
New York
$15.2M -$208K -3,450 -1%
WC
37
Weatherbie Capital
Massachusetts
$14.9M -$4.08M -67,800 -19%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$13.7M +$1.17M +19,375 +8%
SO
39
STRS Ohio
Ohio
$13.1M +$8.19M +136,000 +111%
ACH
40
ArrowMark Colorado Holdings
Colorado
$12.5M +$43K +714 +0.3%
NIM
41
Needham Investment Management
New York
$11.8M -$241K -4,000 -2%
RIM
42
Rainier Investment Management
Washington
$11.6M +$13.8M +228,900 New
RFC
43
Russell Frank Company
Washington
$11.5M +$6.93M +115,049 +80%
TIM
44
Thornburg Investment Management
New Mexico
$11.2M +$3.6M +59,723 +37%
GCM
45
Glynn Capital Management
California
$9.97M +$880K +14,625 +8%
American Century Companies
46
American Century Companies
Missouri
$9.81M +$7.06M +117,272 +155%
Prudential Financial
47
Prudential Financial
New Jersey
$8.89M -$1.21M -20,020 -10%
BIM
48
BlackRock Investment Management
Delaware
$8.29M +$84.7K +1,407 +0.9%
Kayne Anderson Rudnick Investment Management
49
Kayne Anderson Rudnick Investment Management
California
$8.09M -$102K -1,701 -1%
MAA
50
Managed Account Advisors
New Jersey
$7.61M -$1.15M -19,136 -11%

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.