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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

199 hedge funds and large institutions have $2.76B invested in Financial Engines, Inc. in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 88

10% less funds holding

Funds holding: 222199 (-23)

22% less capital invested

Capital invested by funds: $3.53B → $2.76B (-$765M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

65% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 31

74% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $8.39M

Holders
199
Holders Change
-23
Holders Change %
-10.36%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
11
Increased
84
Reduced
88
Closed
31
Calls
$2.18M
Puts
$8.39M
Net Calls
-$6.21M
Net Calls Change
-$6.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
51
Charles Schwab
California
$7.49M +$1.29M +21,495 +17%
ACMM
52
Arbor Capital Management (Minnesota)
Minnesota
$7.42M -$6.71M -111,413 -43%
Goldman Sachs
53
Goldman Sachs
New York
$6.23M -$6.96M -115,531 -49%
MJRIC
54
Mogy Joel R Investment Counsel
California
$6.08M +$111K +1,850 +2%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$5.99M +$761K +12,634 +12%
DCM
56
Driehaus Capital Management
Illinois
$5.87M +$1.66M +27,645 +31%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$5.72M -$296K -4,920 -4%
GS
58
Gagnon Securities
New York
$5.55M +$3.78M +62,761 +135%
3NC
59
300 North Capital
California
$5.42M +$385K +6,388 +6%
Millennium Management
60
Millennium Management
New York
$5.37M +$4.9M +81,374 +333%
AllianceBernstein
61
AllianceBernstein
Tennessee
$5.32M -$327K -5,427 -5%
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.23M -$1.19M -19,700 -16%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$4.83M +$41.4K +688 +0.7%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$4.52M +$24.1K +400 +0.5%
Capital Fund Management (CFM)
65
Capital Fund Management (CFM)
France
$4.44M +$2.59M +43,061 +97%
Lord, Abbett & Co
66
Lord, Abbett & Co
New Jersey
$4.09M -$53.4M -887,194 -92%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$4.08M -$66.2K -1,100 -1%
Fidelity International
68
Fidelity International
Bermuda
$4.04M -$12.2M -202,710 -72%
BG
69
BlackRock Group
United Kingdom
$4.01M -$41.5K -690 -0.9%
AAMU
70
Amundi Asset Management US
Massachusetts
$4.01M -$1.76M -29,295 -27%
NFA
71
Nationwide Fund Advisors
Ohio
$3.95M -$255K -4,243 -5%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$3.89M -$10.5M -173,765 -69%
SONJCPFA
73
State of New Jersey Common Pension Fund A
New Jersey
$3.81M -$903K -15,000 -17%
TA
74
Teton Advisors
New York
$3.8M +$11.1K +184 +0.2%
GA
75
Gagnon Advisors
New York
$3.74M +$2.66M +44,224 +151%

FNGN Hedge Fund Activity: Q1 2014 in Review

199 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q1 2014, worth a combined $2.76B — down 22% from $3.53B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FNGN and 11 opened new positions — a net loss of 20 holders — while 88 trimmed existing stakes and 84 added.

The largest buyer was Wells Fargo, adding an estimated $87.9M. The largest seller was Lord, Abbett & Co, cutting an estimated $53.4M.

  • 199 institutional investors held Financial Engines, Inc. (FNGN) as of Q1 2014, down from 222 in Q4 2013.
  • Funds reported $2.76B of Financial Engines, Inc. stock for Q1 2014, down 22% quarter-over-quarter.
  • 11 funds opened new Financial Engines, Inc. positions in Q1 2014 and 31 closed out, a net change of -20 holders.
  • The largest Financial Engines, Inc. buyer in Q1 2014 was Wells Fargo, an estimated $87.9M added.
  • The largest Financial Engines, Inc. seller in Q1 2014 was Lord, Abbett & Co, an estimated $53.4M sold.

Based on aggregated 13F filings for Q1 2014.