We are live on ! Find out more
FNGN

Financial Engines, Inc.
FNGN

Delisted

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

165 hedge funds and large institutions have $2.15B invested in Financial Engines, Inc. in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $2.01B → $2.15B (+$134M)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 173165 (-8)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

100% less call options, than puts

Call options by funds: $24K | Put options by funds: $13.4M

Holders
165
Holders Change
-8
Holders Change %
-4.62%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
61
Reduced
60
Closed
27
Calls
$24K
Puts
$13.4M
Net Calls
-$13.4M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EMG
126
Ellington Management Group
Connecticut
$226K +$200K +7,200 New
FIM
127
Friedberg Investment Management
Texas
$223K
PI
128
PineBridge Investments
New York
$199K -$16.3K -588 -9%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$199K +$42.9K +1,545 +32%
DADC
130
D.A. Davidson & Co
Montana
$169K -$361 -13 -0.2%
PAM
131
Paradigm Asset Management
New York
$156K +$7.02K +253 +5%
HNB
132
Huntington National Bank
Ohio
$152K +$12.3K +445 +14%
Canada Life
133
Canada Life
Manitoba, Canada
$149K
UBS Group
134
UBS Group
Switzerland
$148K -$105K -3,792 -45%
BlackRock
135
BlackRock
New York
$125K +$55.2K +1,991 +100%
SG Americas Securities
136
SG Americas Securities
New York
$119K +$105K +3,777 New
CCMH
137
Cornerstone Capital Management Holdings
New York
$60K +$52.7K +1,900 New
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$58K
LIA
139
LS Investment Advisors
Michigan
$57K +$3.66K +132 +8%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$55K -$250 -9 -0.5%
PAM
141
Panagora Asset Management
Massachusetts
$51K
Victory Capital Management
142
Victory Capital Management
Texas
$44K -$19.7K -712 -34%
PFBT
143
Parkside Financial Bank & Trust
Missouri
$42K -$1.52K -55 -4%
FNBT
144
FineMark National Bank & Trust
Florida
$37K -$6.52K -235 -17%
LTFS
145
Ladenburg Thalmann Financial Services
Florida
$24K
FANJ
146
Financial Architects (New Jersey)
New Jersey
$24K +$20.8K +750 New
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$22K +$19.4K +700 New
Geode Capital Management
148
Geode Capital Management
Massachusetts
$17.2K +$962K +34,701 +7%
QCG
149
Quadrant Capital Group
Ohio
$16K +$4.63K +167 +44%
WA
150
WealthTrust-Arizona
Arizona
$14K +$2.61K +94 +28%

FNGN Hedge Fund Activity: Q1 2016 in Review

165 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q1 2016, worth a combined $2.15B — up 6.7% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FNGN and 21 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 61 added.

The largest buyer was Warburg Pincus, opening a new position worth an estimated $228M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $21M sold.

  • 165 institutional investors held Financial Engines, Inc. (FNGN) as of Q1 2016, down from 173 in Q4 2015.
  • Funds reported $2.15B of Financial Engines, Inc. stock for Q1 2016, up 6.7% quarter-over-quarter.
  • 21 funds opened new Financial Engines, Inc. positions in Q1 2016 and 27 closed out, a net change of -6 holders.
  • The largest Financial Engines, Inc. buyer in Q1 2016 was Warburg Pincus, an estimated $228M added.
  • The largest Financial Engines, Inc. seller in Q1 2016 was Lord, Abbett & Co, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2016.