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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

175 hedge funds and large institutions have $2.01B invested in Financial Engines, Inc. in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 59

7% less funds holding

Funds holding: 189175 (-14)

23% less capital invested

Capital invested by funds: $2.61B → $2.01B (-$595M)

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

57% less call options, than puts

Call options by funds: $328K | Put options by funds: $756K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
175
Holders Change
-14
Holders Change %
-7.41%
% of All Funds
5.08%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
78
Reduced
59
Closed
28
Calls
$328K
Puts
$756K
Net Calls
-$428K
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
51
Gagnon Securities
New York
$5.37M +$1.76M +47,643 +44%
Charles Schwab
52
Charles Schwab
California
$5.11M +$8.18K +222 +0.1%
MJRIC
53
Mogy Joel R Investment Counsel
California
$5.04M +$645K +17,500 +13%
Millennium Management
54
Millennium Management
New York
$4.85M +$3.13M +84,948 +149%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.27M +$4.6M +124,800 New
Prudential Financial
56
Prudential Financial
New Jersey
$3.92M -$776K -21,043 -16%
GA
57
Gagnon Advisors
New York
$3.78M +$1.36M +36,914 +50%
ACM
58
Apex Capital Management
Ohio
$3.74M +$4.03M +109,277 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$3.58M
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$3.58M -$660K -17,900 -15%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.32M -$586K -15,900 -14%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$3.25M -$87.6K -2,376 -2%
CS
63
Credit Suisse
Switzerland
$3.06M +$2.18M +59,241 +195%
Citadel Advisors
64
Citadel Advisors
Florida
$3.05M +$1.16M +31,447 +55%
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$2.88M -$192K -5,213 -6%
TA
66
Teton Advisors
New York
$2.86M +$5.97K +162 +0.2%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$2.76M -$1.19M -32,398 -29%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$2.72M +$2.72M +73,927 +1,356%
State of New Jersey Common Pension Fund D
69
State of New Jersey Common Pension Fund D
New Jersey
$2.57M
TA
70
Teachers Advisors
New York
$2.48M
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$2.45M -$195K -5,300 -7%
EAM
72
Eagle Asset Management
Florida
$2.44M +$2.63M +71,441 New
VFA
73
Virtus Fund Advisers
Connecticut
$2.31M -$144K -3,918 -5%
GIP
74
Granite Investment Partners
California
$2.19M +$733K +19,897 +45%
William Blair & Company
75
William Blair & Company
Illinois
$2M -$2.53M -68,637 -54%

FNGN Hedge Fund Activity: Q3 2014 in Review

175 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q3 2014, worth a combined $2.01B — down 23% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FNGN and 16 opened new positions — a net loss of 12 holders — while 59 trimmed existing stakes and 78 added.

The largest buyer was Capital World Investors, adding an estimated $64.4M. The largest seller was RS Investment Management, exiting entirely with an estimated $50.4M sold.

  • 175 institutional investors held Financial Engines, Inc. (FNGN) as of Q3 2014, down from 189 in Q2 2014.
  • Funds reported $2.01B of Financial Engines, Inc. stock for Q3 2014, down 23% quarter-over-quarter.
  • 16 funds opened new Financial Engines, Inc. positions in Q3 2014 and 28 closed out, a net change of -12 holders.
  • The largest Financial Engines, Inc. buyer in Q3 2014 was Capital World Investors, an estimated $64.4M added.
  • The largest Financial Engines, Inc. seller in Q3 2014 was RS Investment Management, an estimated $50.4M sold.

Based on aggregated 13F filings for Q3 2014.