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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

165 hedge funds and large institutions have $1.84B invested in Financial Engines, Inc. in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 62

6% less funds holding

Funds holding: 175165 (-10)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

31% less capital invested

Capital invested by funds: $2.66B → $1.84B (-$822M)

89% less call options, than puts

Call options by funds: $448K | Put options by funds: $4.09M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
165
Holders Change
-10
Holders Change %
-5.71%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
61
Reduced
62
Closed
29
Calls
$448K
Puts
$4.09M
Net Calls
-$3.64M
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$13.2M
TAM
27
Tiverton Asset Management
Delaware
$12.5M -$4.66M -125,000 -23%
TCP
28
TAMRO Capital Partners
Virginia
$11.4M +$255K +6,840 +2%
Kayne Anderson Rudnick Investment Management
29
Kayne Anderson Rudnick Investment Management
California
$10.8M +$87.1K +2,337 +0.6%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$10.3M -$3.44M -92,324 -21%
Principal Financial Group
31
Principal Financial Group
Iowa
$9.61M +$43.8K +1,176 +0.4%
GIM
32
Granahan Investment Management
Massachusetts
$9.5M +$12M +322,281 New
SC
33
ShearLink Capital
New York
$9.44M +$11.9M +320,272 New
WC
34
Weatherbie Capital
Massachusetts
$9.4M -$3.14M -84,195 -21%
Ameriprise
35
Ameriprise
Minnesota
$9.04M -$129K -3,467 -1%
ECP
36
Elk Creek Partners
Colorado
$8.97M +$3.74M +100,424 +49%
SCA
37
Summit Creek Advisors
Minnesota
$8.88M -$529K -14,183 -4%
ACM
38
Ashford Capital Management
Delaware
$7.18M +$924K +24,794 +11%
Bank of America
39
Bank of America
North Carolina
$7.03M +$6.3M +168,914 +243%
ACM
40
Apex Capital Management
Ohio
$7.01M +$641K +17,197 +8%
NIM
41
Needham Investment Management
New York
$6.85M
WRF
42
Waddell & Reed Financial
Kansas
$6.29M -$7.86M -210,978 -50%
MJRIC
43
Mogy Joel R Investment Counsel
California
$6.28M +$623K +16,725 +9%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$6.24M -$17K -457 -0.2%
KI
45
Kalmar Investments
Delaware
$6.24M -$1.81M -48,680 -19%
RA
46
Royce & Associates
New York
$5.93M -$895K -24,000 -11%
BIM
47
BlackRock Investment Management
Delaware
$5.74M -$138K -3,705 -2%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$5.62M -$269K -7,210 -4%
TCIM
49
TIAA CREF Investment Management
New York
$5.17M -$318K -8,535 -5%
RFC
50
Russell Frank Company
Washington
$5.1M -$2.31M -61,996 -26%

FNGN Hedge Fund Activity: Q3 2015 in Review

165 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q3 2015, worth a combined $1.84B — down 31% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FNGN and 21 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 61 added.

The largest buyer was St. Denis J. Villere & Co, adding an estimated $37.9M. The largest seller was Wells Fargo, cutting an estimated $37M.

  • 165 institutional investors held Financial Engines, Inc. (FNGN) as of Q3 2015, down from 175 in Q2 2015.
  • Funds reported $1.84B of Financial Engines, Inc. stock for Q3 2015, down 31% quarter-over-quarter.
  • 21 funds opened new Financial Engines, Inc. positions in Q3 2015 and 29 closed out, a net change of -8 holders.
  • The largest Financial Engines, Inc. buyer in Q3 2015 was St. Denis J. Villere & Co, an estimated $37.9M added.
  • The largest Financial Engines, Inc. seller in Q3 2015 was Wells Fargo, an estimated $37M sold.

Based on aggregated 13F filings for Q3 2015.