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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

180 hedge funds and large institutions have $2.52B invested in Financial Engines, Inc. in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $464K

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $2.03B → $2.52B (+$496M)

8% more funds holding

Funds holding: 167180 (+13)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

Holders
180
Holders Change
+13
Holders Change %
+7.78%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
33
Increased
59
Reduced
55
Closed
18
Calls
$1.84M
Puts
$464K
Net Calls
+$1.38M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$14.6M +$205K +6,371 +2%
Norges Bank
27
Norges Bank
Norway
$14.5M
PM
28
Pembroke Management
Quebec, Canada
$13M +$3.42M +106,400 +43%
Ameriprise
29
Ameriprise
Minnesota
$12.6M +$208K +6,468 +2%
ECP
30
Elk Creek Partners
Colorado
$11.9M -$2.83M -88,038 -21%
O
31
OppenheimerFunds
New York
$11.5M +$2.61M +81,097 +35%
Bank of America
32
Bank of America
North Carolina
$11.3M +$1.82M +56,428 +22%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$11.1M +$4.12M +127,938 +74%
Renaissance Technologies
34
Renaissance Technologies
New York
$10.9M -$3.94M -122,400 -29%
BIM
35
BlackRock Investment Management
Delaware
$9.97M +$1.49M +46,328 +21%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$9.32M -$89.5K -2,780 -1%
MJRIC
37
Mogy Joel R Investment Counsel
California
$9.3M +$86.1K +2,675 +1%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$9.15M -$1.35M -41,908 -14%
CAM
39
Cortina Asset Management
Wisconsin
$8.99M -$686K -21,323 -8%
ACM
40
Ashford Capital Management
Delaware
$8.57M +$628K +19,516 +9%
Kayne Anderson Rudnick Investment Management
41
Kayne Anderson Rudnick Investment Management
California
$8.57M +$880K +27,341 +13%
Charles Schwab
42
Charles Schwab
California
$8.2M +$354K +11,012 +5%
CM
43
Castleark Management
Illinois
$8.07M +$7.07M +219,705 New
NIM
44
Needham Investment Management
New York
$7.72M -$161K -5,000 -2%
TAM
45
Tiverton Asset Management
Delaware
$7.17M
RA
46
Royce & Associates
New York
$6.22M -$1.8M -56,000 -25%
Morgan Stanley
47
Morgan Stanley
New York
$5.8M -$9.57M -297,340 -65%
TCIM
48
TIAA CREF Investment Management
New York
$5.69M -$371K -11,518 -7%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$5.53M +$4.79M +148,728 New
BA
50
BlackRock Advisors
Delaware
$5.31M +$3.74M +116,358 +415%

FNGN Hedge Fund Activity: Q4 2016 in Review

180 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q4 2016, worth a combined $2.52B — up 24% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FNGN positions and 18 closed out — a net gain of 15 holders — while 59 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $17.2M. The largest seller was Kornitzer Capital Management, cutting an estimated $13M.

  • 180 institutional investors held Financial Engines, Inc. (FNGN) as of Q4 2016, up from 167 in Q3 2016.
  • Funds reported $2.52B of Financial Engines, Inc. stock for Q4 2016, up 24% quarter-over-quarter.
  • 33 funds opened new Financial Engines, Inc. positions in Q4 2016 and 18 closed out, a net change of +15 holders.
  • The largest Financial Engines, Inc. buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $17.2M added.
  • The largest Financial Engines, Inc. seller in Q4 2016 was Kornitzer Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2016.