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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 $2.15B invested in Financial Engines, Inc. in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $2.01B → $2.15B (+$134M)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 173165 (-8)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

100% less call options, than puts

Call options by funds: $24K | Put options by funds: $13.4M

Holders
165
Holders Change
-8
Holders Change %
-4.62%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
61
Reduced
60
Closed
27
Calls
$24K
Puts
$13.4M
Net Calls
-$13.4M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ECP
26
Elk Creek Partners
Colorado
$15M +$572K +20,624 +5%
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$14M +$684K +24,650 +6%
RA
28
Royce & Associates
New York
$11.8M +$1.58M +57,000 +18%
Norges Bank
29
Norges Bank
Norway
$11.4M -$2.35M -84,693 -19%
Principal Financial Group
30
Principal Financial Group
Iowa
$11.4M +$434K +15,665 +5%
Wells Fargo
31
Wells Fargo
California
$10.6M -$3.96M -142,614 -30%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$10.4M +$5.38M +193,844 +142%
RFC
33
Russell Frank Company
Washington
$10.2M +$25.6K +922 +0.3%
TAM
34
Tiverton Asset Management
Delaware
$10M -$2.95M -106,500 -25%
ACM
35
Apex Capital Management
Ohio
$9.69M +$1.44M +51,930 +20%
GIM
36
Granahan Investment Management
Massachusetts
$9.4M +$4.22M +152,300 +104%
Renaissance Technologies
37
Renaissance Technologies
New York
$8.57M +$7.33M +264,312 +3,114%
Ameriprise
38
Ameriprise
Minnesota
$8.29M -$414K -14,933 -5%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$8.07M +$1.85M +66,580 +35%
Bank of America
40
Bank of America
North Carolina
$7.7M -$209K -7,530 -3%
MJRIC
41
Mogy Joel R Investment Counsel
California
$7.47M +$5.94M +214,054 +900%
NIM
42
Needham Investment Management
New York
$7.25M
CAM
43
Cortina Asset Management
Wisconsin
$6.58M +$5.8M +209,285 New
BIM
44
BlackRock Investment Management
Delaware
$6.4M +$211K +7,621 +4%
Charles Schwab
45
Charles Schwab
California
$6.09M +$483K +17,404 +10%
ACM
46
Ashford Capital Management
Delaware
$6.05M -$1.72M -62,099 -24%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$5.45M +$2.08K +75 +0%
TCIM
48
TIAA CREF Investment Management
New York
$5.27M -$84K -3,027 -2%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.99M +$4.4M +158,800 New
Prudential Financial
50
Prudential Financial
New Jersey
$3.9M +$116K +4,200 +4%

FNGN Hedge Fund Activity: Q1 2016 in Review

165 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q1 2016, worth a combined $2.15B — up 6.7% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FNGN and 21 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 61 added.

The largest buyer was Warburg Pincus, opening a new position worth an estimated $228M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $21M sold.

  • 165 institutional investors held Financial Engines, Inc. (FNGN) as of Q1 2016, down from 173 in Q4 2015.
  • Funds reported $2.15B of Financial Engines, Inc. stock for Q1 2016, up 6.7% quarter-over-quarter.
  • 21 funds opened new Financial Engines, Inc. positions in Q1 2016 and 27 closed out, a net change of -6 holders.
  • The largest Financial Engines, Inc. buyer in Q1 2016 was Warburg Pincus, an estimated $228M added.
  • The largest Financial Engines, Inc. seller in Q1 2016 was Lord, Abbett & Co, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2016.