We are live on ! Find out more
FNGN

Financial Engines, Inc.
FNGN

Delisted

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

179 hedge funds and large institutions have $3.1B invested in Financial Engines, Inc. in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $2.52B → $3.1B (+$575M)

17% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 180179 (-1)

49% less call options, than puts

Call options by funds: $3.5M | Put options by funds: $6.82M

Holders
179
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
70
Reduced
60
Closed
17
Calls
$3.5M
Puts
$6.82M
Net Calls
-$3.32M
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$19.3M +$1.79M +44,658 +11%
Ameriprise
27
Ameriprise
Minnesota
$17.4M +$2.19M +54,731 +16%
KCM
28
Kornitzer Capital Management
Kansas
$16M -$4.02M -100,520 -21%
Bank of America
29
Bank of America
North Carolina
$16M +$2.37M +59,139 +19%
O
30
OppenheimerFunds
New York
$15.1M +$1.44M +35,880 +12%
PM
31
Pembroke Management
Quebec, Canada
$15M -$344K -8,600 -2%
ECP
32
Elk Creek Partners
Colorado
$14.4M +$267K +6,676 +2%
Kayne Anderson Rudnick Investment Management
33
Kayne Anderson Rudnick Investment Management
California
$13.9M +$3.41M +85,289 +37%
CM
34
Castleark Management
Illinois
$11.4M +$1.65M +41,263 +19%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$11.2M -$8.48M -211,725 -45%
MJRIC
36
Mogy Joel R Investment Counsel
California
$11.1M +$118K +2,950 +1%
Mitsubishi UFJ Trust & Banking
37
Mitsubishi UFJ Trust & Banking
Japan
$10.8M -$222K -5,540 -2%
Charles Schwab
38
Charles Schwab
California
$10.8M +$974K +24,343 +11%
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$10.4M -$406K -10,152 -4%
ACM
40
Ashford Capital Management
Delaware
$10.1M -$80.5K -2,012 -0.9%
NCGI
41
Next Century Growth Investors
Minnesota
$9.96M +$9.15M +228,643 New
CAM
42
Cortina Asset Management
Wisconsin
$9.13M -$1.4M -35,074 -14%
TAM
43
Tiverton Asset Management
Delaware
$8.49M
RA
44
Royce & Associates
New York
$8.29M +$841K +21,000 +12%
WRF
45
Waddell & Reed Financial
Kansas
$7.62M +$7M +174,900 New
NIM
46
Needham Investment Management
New York
$6.95M -$2.02M -50,450 -24%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$6.87M +$359K +8,958 +6%
TCIM
48
TIAA CREF Investment Management
New York
$6.32M -$393K -9,817 -6%
KI
49
Kalmar Investments
Delaware
$6.04M -$19.4M -485,620 -78%
Goldman Sachs
50
Goldman Sachs
New York
$5.6M +$1.27M +31,791 +33%

FNGN Hedge Fund Activity: Q1 2017 in Review

179 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q1 2017, worth a combined $3.1B — up 23% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FNGN positions and 17 closed out — a net gain of 6 holders — while 70 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $286M. The largest seller was Warburg Pincus, cutting an estimated $164M.

  • 179 institutional investors held Financial Engines, Inc. (FNGN) as of Q1 2017, down from 180 in Q4 2016.
  • Funds reported $3.1B of Financial Engines, Inc. stock for Q1 2017, up 23% quarter-over-quarter.
  • 23 funds opened new Financial Engines, Inc. positions in Q1 2017 and 17 closed out, a net change of +6 holders.
  • The largest Financial Engines, Inc. buyer in Q1 2017 was BlackRock, an estimated $286M added.
  • The largest Financial Engines, Inc. seller in Q1 2017 was Warburg Pincus, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2017.