We are live on ! Find out more
FNGN

Financial Engines, Inc.
FNGN

Delisted

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

189 hedge funds and large institutions have $2.61B invested in Financial Engines, Inc. in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.18M

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

5% less funds holding

Funds holding: 199189 (-10)

6% less capital invested

Capital invested by funds: $2.76B → $2.61B (-$153M)

26% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 35

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
189
Holders Change
-10
Holders Change %
-5.03%
% of All Funds
5.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
26
Increased
70
Reduced
76
Closed
35
Calls
$3.29M
Puts
$1.18M
Net Calls
+$2.11M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
51
BlackRock Investment Management
Delaware
$7.64M +$249K +5,573 +3%
Charles Schwab
52
Charles Schwab
California
$6.75M +$76.5K +1,710 +1%
Prudential Financial
53
Prudential Financial
New Jersey
$6.14M -$1.76M -39,357 -22%
MAA
54
Managed Account Advisors
New Jersey
$5.97M -$808K -18,058 -12%
MJRIC
55
Mogy Joel R Investment Counsel
California
$5.88M +$454K +10,150 +8%
ACMM
56
Arbor Capital Management (Minnesota)
Minnesota
$5.83M -$778K -17,400 -12%
William Blair & Company
57
William Blair & Company
Illinois
$5.76M +$3.31M +73,965 +139%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$5.54M +$201K +4,500 +4%
RIM
59
Rainier Investment Management
Washington
$5.35M -$4.95M -110,670 -48%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$5.12M -$375K -8,388 -7%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.11M +$444K +9,922 +10%
3NC
62
300 North Capital
California
$4.96M +$126K +2,808 +3%
GS
63
Gagnon Securities
New York
$4.95M -$1.97K -44 -0%
AllianceBernstein
64
AllianceBernstein
Tennessee
$4.74M -$6.22K -139 -0.1%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$4.41M +$376K +8,415 +9%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$4.05M -$253K -5,665 -6%
TA
67
Teton Advisors
New York
$3.78M +$387K +8,645 +12%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$3.48M -$161K -3,600 -4%
State of New Jersey Common Pension Fund D
69
State of New Jersey Common Pension Fund D
New Jersey
$3.4M +$3.36M +75,087 New
PC
70
Pier Capital
Connecticut
$3.39M +$3.35M +74,840 New
GA
71
Gagnon Advisors
New York
$3.33M
TA
72
Teachers Advisors
New York
$3.28M +$26.6K +595 +0.8%
VFA
73
Virtus Fund Advisers
Connecticut
$3.23M +$3.19M +71,306 New
Deutsche Bank
74
Deutsche Bank
Germany
$3.19M +$367K +8,211 +13%
Marshall Wace
75
Marshall Wace
United Kingdom
$2.82M +$2.79M +62,337 New

FNGN Hedge Fund Activity: Q2 2014 in Review

189 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q2 2014, worth a combined $2.61B — down 5.5% from $2.76B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of FNGN and 26 opened new positions — a net loss of 9 holders — while 76 trimmed existing stakes and 70 added.

The largest buyer was BAMCO Inc, adding an estimated $72.5M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $36.2M sold.

  • 189 institutional investors held Financial Engines, Inc. (FNGN) as of Q2 2014, down from 199 in Q1 2014.
  • Funds reported $2.61B of Financial Engines, Inc. stock for Q2 2014, down 5.5% quarter-over-quarter.
  • 26 funds opened new Financial Engines, Inc. positions in Q2 2014 and 35 closed out, a net change of -9 holders.
  • The largest Financial Engines, Inc. buyer in Q2 2014 was BAMCO Inc, an estimated $72.5M added.
  • The largest Financial Engines, Inc. seller in Q2 2014 was OppenheimerFunds, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2014.