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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

167 hedge funds and large institutions have $2.03B invested in Financial Engines, Inc. in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

69% more call options, than puts

Call options by funds: $592K | Put options by funds: $351K

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

12% more capital invested

Capital invested by funds: $1.82B → $2.03B (+$212M)

1% less funds holding

Funds holding: 168167 (-1)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
68
Reduced
58
Closed
18
Calls
$592K
Puts
$351K
Net Calls
+$241K
Net Calls Change
+$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$13.5M -$105K -3,620 -0.8%
Renaissance Technologies
27
Renaissance Technologies
New York
$12.5M +$858K +29,500 +8%
ECP
28
Elk Creek Partners
Colorado
$12.3M -$2.73M -93,838 -19%
Principal Financial Group
29
Principal Financial Group
Iowa
$11.6M +$568K +19,553 +5%
Norges Bank
30
Norges Bank
Norway
$11.2M -$2.25M -77,496 -16%
Ameriprise
31
Ameriprise
Minnesota
$10M +$1.55M +53,402 +19%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$8.65M -$1.75M -60,340 -17%
CAM
33
Cortina Asset Management
Wisconsin
$7.9M +$1.35M +46,518 +21%
Millennium Management
34
Millennium Management
New York
$7.79M +$4.02M +138,241 +112%
Mitsubishi UFJ Trust & Banking
35
Mitsubishi UFJ Trust & Banking
Japan
$7.62M +$51.2K +1,760 +0.7%
Bank of America
36
Bank of America
North Carolina
$7.46M +$386K +13,266 +6%
MJRIC
37
Mogy Joel R Investment Counsel
California
$7.44M +$152K +5,217 +2%
PM
38
Pembroke Management
Quebec, Canada
$7.33M +$7.17M +246,600 New
O
39
OppenheimerFunds
New York
$6.86M +$6.71M +230,833 New
DDC
40
DF Dent & Co
Maryland
$6.75M -$12.2M -421,298 -65%
RA
41
Royce & Associates
New York
$6.7M -$81.4K -2,800 -1%
BIM
42
BlackRock Investment Management
Delaware
$6.68M +$53K +1,824 +0.8%
NIM
43
Needham Investment Management
New York
$6.39M
ACM
44
Ashford Capital Management
Delaware
$6.35M +$19.2K +660 +0.3%
Charles Schwab
45
Charles Schwab
California
$6.3M +$428K +14,716 +7%
Kayne Anderson Rudnick Investment Management
46
Kayne Anderson Rudnick Investment Management
California
$6.12M +$805K +27,709 +16%
TAM
47
Tiverton Asset Management
Delaware
$5.79M -$5.27M -181,283 -48%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$5.16M -$16.4K -565 -0.3%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.49M -$692K -23,800 -14%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$4.44M +$3.23M +111,200 +290%

FNGN Hedge Fund Activity: Q3 2016 in Review

167 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q3 2016, worth a combined $2.03B — up 12% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FNGN and 17 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 68 added.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $8.5M. The largest seller was Capital World Investors, cutting an estimated $30.6M.

  • 167 institutional investors held Financial Engines, Inc. (FNGN) as of Q3 2016, down from 168 in Q2 2016.
  • Funds reported $2.03B of Financial Engines, Inc. stock for Q3 2016, up 12% quarter-over-quarter.
  • 17 funds opened new Financial Engines, Inc. positions in Q3 2016 and 18 closed out, a net change of -1 holder.
  • The largest Financial Engines, Inc. buyer in Q3 2016 was ArrowMark Colorado Holdings, an estimated $8.5M added.
  • The largest Financial Engines, Inc. seller in Q3 2016 was Capital World Investors, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2016.