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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
Jennison Associates
101
Jennison Associates
New York
$940K -$13.1K -355 -1%
Macquarie Group
102
Macquarie Group
Australia
$908K -$355K -9,635 -27%
FMT
103
First Mercantile Trust
Tennessee
$903K -$113K -3,070 -10%
OC
104
Oppenheimer & Co
New York
$894K +$111K +3,000 +13%
BWFA
105
Baltimore-Washington Financial Advisors
Maryland
$878K -$31.5K -855 -3%
Goldman Sachs
106
Goldman Sachs
New York
$863K -$740K -20,073 -44%
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$814K -$3.69K -100 -0.4%
Nomura Holdings
108
Nomura Holdings
Japan
$746K +$410K +11,116 +108%
Axa
109
Axa
France
$728K
Mackenzie Financial
110
Mackenzie Financial
Ontario, Canada
$722K +$317K +8,611 +69%
ARTA
111
A.R.T. Advisors
New York
$709K +$272K +7,380 +55%
TD Asset Management
112
TD Asset Management
Ontario, Canada
$705K +$107K +2,900 +16%
Asset Management One
113
Asset Management One
Japan
$697K +$753K +20,424 New
UBS AM
114
UBS AM
Illinois
$681K
SCM
115
Stevens Capital Management
Pennsylvania
$671K -$51.8K -1,406 -7%
PI
116
Placemark Investments
Illinois
$656K -$106K -2,871 -13%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$643K -$3.69K -100 -0.5%
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$616K
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$561K
GAM
120
Gotham Asset Management
New York
$543K +$67.8K +1,839 +13%
VAM
121
Visium Asset Management
New York
$539K -$41.6K -1,130 -7%
WP
122
WMS Partners
Maryland
$527K +$36.9K +1,000 +7%
SFP
123
Santa Fe Partners
New Mexico
$519K +$557K +15,107 New
Bank of America
124
Bank of America
North Carolina
$490K +$441K +11,955 +505%
STC
125
SEI Trust Company
Pennsylvania
$474K +$46.6K +1,265 +10%

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.