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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

165 hedge funds and large institutions have $1.84B invested in Financial Engines, Inc. in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 62

6% less funds holding

Funds holding: 175165 (-10)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

31% less capital invested

Capital invested by funds: $2.66B → $1.84B (-$822M)

89% less call options, than puts

Call options by funds: $448K | Put options by funds: $4.09M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
165
Holders Change
-10
Holders Change %
-5.71%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
61
Reduced
62
Closed
29
Calls
$448K
Puts
$4.09M
Net Calls
-$3.64M
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
126
KBC Group
Belgium
$266K
JG
127
Jefferies Group
New York
$256K +$324K +8,700 New
DT
128
Diversified Trust
Tennessee
$230K -$7.46K -200 -3%
PA
129
Profund Advisors
Maryland
$226K -$143K -3,826 -33%
MSA
130
Mason Street Advisors
Wisconsin
$225K +$16.4K +439 +6%
PI
131
PineBridge Investments
New York
$195K +$23.4K +628 +10%
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$187K +$161K +4,329 +214%
DADC
133
D.A. Davidson & Co
Montana
$166K -$7.87K -211 -4%
OA
134
OFI Advisors
Pennsylvania
$151K +$48.2K +1,292 +34%
TRCT
135
Tower Research Capital (TRC)
New York
$150K +$24.2K +649 +15%
Canada Life
136
Canada Life
Manitoba, Canada
$140K
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$114K +$19.8K +530 +16%
SG Americas Securities
138
SG Americas Securities
New York
$106K +$134K +3,586 New
HNB
139
Huntington National Bank
Ohio
$94K -$8.39K -225 -7%
RCM
140
Riverhead Capital Management
Delaware
$91K +$116K +3,100 New
BlackRock
141
BlackRock
New York
$66K +$30.1K +808 +56%
RWA
142
Ropes Wealth Advisors
Massachusetts
$66K +$83K +2,228 New
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$64K +$13K +348 +19%
Victory Capital Management
144
Victory Capital Management
Texas
$64K +$40.8K +1,095 +102%
Simplex Trading
145
Simplex Trading
Illinois
$58K +$62.4K +1,674 +520%
LIA
146
LS Investment Advisors
Michigan
$49K
PAM
147
Panagora Asset Management
Massachusetts
$48K
PFBT
148
Parkside Financial Bank & Trust
Missouri
$41K +$51.7K +1,388 New
QCG
149
Quadrant Capital Group
Ohio
$39K -$373 -10 -0.7%
FNBT
150
FineMark National Bank & Trust
Florida
$37K -$25.3K -678 -35%

FNGN Hedge Fund Activity: Q3 2015 in Review

165 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q3 2015, worth a combined $1.84B — down 31% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FNGN and 21 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 61 added.

The largest buyer was St. Denis J. Villere & Co, adding an estimated $37.9M. The largest seller was Wells Fargo, cutting an estimated $37M.

  • 165 institutional investors held Financial Engines, Inc. (FNGN) as of Q3 2015, down from 175 in Q2 2015.
  • Funds reported $1.84B of Financial Engines, Inc. stock for Q3 2015, down 31% quarter-over-quarter.
  • 21 funds opened new Financial Engines, Inc. positions in Q3 2015 and 29 closed out, a net change of -8 holders.
  • The largest Financial Engines, Inc. buyer in Q3 2015 was St. Denis J. Villere & Co, an estimated $37.9M added.
  • The largest Financial Engines, Inc. seller in Q3 2015 was Wells Fargo, an estimated $37M sold.

Based on aggregated 13F filings for Q3 2015.