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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

176 hedge funds and large institutions have $2.2B invested in Financial Engines, Inc. in 2014 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $2.87M | Put options by funds: $1.22M

30% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 54

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

9% more capital invested

Capital invested by funds: $2.01B → $2.2B (+$189M)

1% more funds holding

Funds holding: 175176 (+1)

Holders
176
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.08%
New
29
Increased
70
Reduced
54
Closed
25
Calls
$2.87M
Puts
$1.22M
Net Calls
+$1.65M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
MNA
26
Manning & Napier Advisors
New York
$19M +$18M +519,710 New
WC
27
Weatherbie Capital
Massachusetts
$17.9M +$559K +16,144 +3%
Norges Bank
28
Norges Bank
Norway
$17.4M +$2.36M +68,074 +17%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$15.6M +$4.36M +125,955 +42%
RA
30
Royce & Associates
New York
$13.9M +$4.33M +125,000 +49%
Kayne Anderson Rudnick Investment Management
31
Kayne Anderson Rudnick Investment Management
California
$13.4M +$2.58M +74,581 +26%
GCM
32
Glynn Capital Management
California
$12.4M +$504K +14,570 +4%
Franklin Resources
33
Franklin Resources
California
$12.1M +$4.37M +126,110 +62%
Principal Financial Group
34
Principal Financial Group
Iowa
$11.8M +$74.7K +2,158 +0.7%
Ameriprise
35
Ameriprise
Minnesota
$11.6M -$2.54M -73,298 -19%
SCA
36
Summit Creek Advisors
Minnesota
$11.4M +$610K +17,605 +6%
TG
37
TCW Group
California
$11.1M +$10.5M +303,953 New
KI
38
Kalmar Investments
Delaware
$10.3M -$803K -23,185 -8%
OAM
39
Oberweis Asset Management
Illinois
$9.35M +$2.56M +74,033 +41%
NIM
40
Needham Investment Management
New York
$8.5M
SO
41
STRS Ohio
Ohio
$8.44M -$1.68M -48,500 -17%
ACM
42
Ashford Capital Management
Delaware
$8.3M +$7.86M +227,100 New
SC
43
ShearLink Capital
New York
$8.04M +$7.61M +219,872 New
TIM
44
Thornburg Investment Management
New Mexico
$7.92M -$6.54M -188,961 -47%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$7.63M +$7.23M +208,900 New
William Blair & Company
46
William Blair & Company
Illinois
$7.58M +$5.15M +148,839 +254%
TCIM
47
TIAA CREF Investment Management
New York
$6.82M -$319K -9,221 -5%
RFC
48
Russell Frank Company
Washington
$6.32M -$4.99M -144,067 -45%
MJRIC
49
Mogy Joel R Investment Counsel
California
$6.18M +$752K +21,728 +15%
BIM
50
BlackRock Investment Management
Delaware
$6.13M -$68.7K -1,985 -1%

FNGN Hedge Fund Activity: Q4 2014 in Review

176 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q4 2014, worth a combined $2.2B — up 9.4% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FNGN positions and 25 closed out — a net gain of 4 holders — while 70 added to existing stakes and 54 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $29M. The largest seller was Zevenbergen Capital Investments, exiting entirely with an estimated $43.5M sold.

  • 176 institutional investors held Financial Engines, Inc. (FNGN) as of Q4 2014, up from 175 in Q3 2014.
  • Funds reported $2.2B of Financial Engines, Inc. stock for Q4 2014, up 9.4% quarter-over-quarter.
  • 29 funds opened new Financial Engines, Inc. positions in Q4 2014 and 25 closed out, a net change of +4 holders.
  • The largest Financial Engines, Inc. buyer in Q4 2014 was Baillie Gifford & Co, an estimated $29M added.
  • The largest Financial Engines, Inc. seller in Q4 2014 was Zevenbergen Capital Investments, an estimated $43.5M sold.

Based on aggregated 13F filings for Q4 2014.