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FNGN

Financial Engines, Inc.
FNGN

Delisted

FNGN was delisted on the 18th of July, 2018.

189 hedge funds and large institutions have $2.61B invested in Financial Engines, Inc. in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.18M

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

5% less funds holding

Funds holding: 199189 (-10)

6% less capital invested

Capital invested by funds: $2.76B → $2.61B (-$153M)

26% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 35

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
189
Holders Change
-10
Holders Change %
-5.03%
% of All Funds
5.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
26
Increased
70
Reduced
76
Closed
35
Calls
$3.29M
Puts
$1.18M
Net Calls
+$2.11M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$25.8M +$3.36M +75,205 +15%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$25.4M -$480K -10,732 -2%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$23.3M +$19.4M +434,356 +539%
WC
29
Weatherbie Capital
Massachusetts
$22.8M +$9.36M +209,320 +71%
WRF
30
Waddell & Reed Financial
Kansas
$19M -$920K -20,576 -5%
Franklin Resources
31
Franklin Resources
California
$16.8M -$2.24M -50,000 -12%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$16.5M -$678K -15,151 -4%
TIM
33
Thornburg Investment Management
New Mexico
$15.3M +$5.28M +117,955 +54%
ACH
34
ArrowMark Colorado Holdings
Colorado
$15M +$3.8M +84,923 +34%
Principal Financial Group
35
Principal Financial Group
Iowa
$14.6M -$2.73K -61 -0%
KI
36
Kalmar Investments
Delaware
$14.3M +$160K +3,580 +1%
CCM
37
Cupps Capital Management
Illinois
$14.3M -$3.56M -79,675 -20%
TCIM
38
TIAA CREF Investment Management
New York
$13.8M +$219K +4,906 +2%
SO
39
STRS Ohio
Ohio
$12.8M +$1.12M +25,000 +10%
CIP
40
Champlain Investment Partners
Vermont
$12.6M +$12.5M +279,325 New
RFC
41
Russell Frank Company
Washington
$12.6M +$2.96M +66,172 +26%
Geode Capital Management
42
Geode Capital Management
Massachusetts
$12.6M +$394K +8,816 +3%
Kayne Anderson Rudnick Investment Management
43
Kayne Anderson Rudnick Investment Management
California
$12.2M +$4.89M +109,215 +69%
NIM
44
Needham Investment Management
New York
$10.5M
TAM
45
Tiverton Asset Management
Delaware
$10.2M +$10.1M +225,000 New
RA
46
Royce & Associates
New York
$9.47M +$9.05M +202,400 +2,976%
FAM
47
Fred Alger Management
New York
$8.72M -$5.5M -122,854 -39%
GCM
48
Glynn Capital Management
California
$8.68M -$210K -4,700 -2%
SCA
49
Summit Creek Advisors
Minnesota
$8.25M +$8.15M +182,265 New
PCM
50
Palisade Capital Management
New Jersey
$8.21M -$10.6M -235,890 -57%

FNGN Hedge Fund Activity: Q2 2014 in Review

189 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q2 2014, worth a combined $2.61B — down 5.5% from $2.76B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of FNGN and 26 opened new positions — a net loss of 9 holders — while 76 trimmed existing stakes and 70 added.

The largest buyer was BAMCO Inc, adding an estimated $72.5M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $36.2M sold.

  • 189 institutional investors held Financial Engines, Inc. (FNGN) as of Q2 2014, down from 199 in Q1 2014.
  • Funds reported $2.61B of Financial Engines, Inc. stock for Q2 2014, down 5.5% quarter-over-quarter.
  • 26 funds opened new Financial Engines, Inc. positions in Q2 2014 and 35 closed out, a net change of -9 holders.
  • The largest Financial Engines, Inc. buyer in Q2 2014 was BAMCO Inc, an estimated $72.5M added.
  • The largest Financial Engines, Inc. seller in Q2 2014 was OppenheimerFunds, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2014.