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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
MLM
151
Mount Lucas Management
Pennsylvania
$104K +$9.58K +260 +9%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$101K +$12.1K +327 +13%
Barclays
153
Barclays
United Kingdom
$78K +$32.9K +893 +63%
Group One Trading
154
Group One Trading
Illinois
$70K +$75.4K +2,045 New
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$64K +$332 +9 +0.5%
GSC
156
Ground Swell Capital
South Carolina
$62K +$61K +1,655 +991%
PAM
157
Panagora Asset Management
Massachusetts
$56K -$6.3K -171 -9%
BlackRock
158
BlackRock
New York
$52K
QT
159
Quantbot Technologies
New York
$47K -$66.9K -1,816 -57%
LTFS
160
Ladenburg Thalmann Financial Services
Florida
$24K +$25.8K +700 New
PCM
161
Prelude Capital Management
New York
$21K +$22.1K +600 New
GAM
162
Gemmer Asset Management
California
$18K +$995 +27 +5%
WA
163
WealthTrust-Arizona
Arizona
$11K -$1.4K -38 -11%
CCS
164
Crosspoint Capital Strategies
California
$10K
MAM
165
Mizuho Asset Management
Japan
$9K -$7.37K -200 -44%
CTC
166
Central Trust Company
Missouri
$7K
FHA
167
First Horizon Advisors
Tennessee
$6K
TRCT
168
Tower Research Capital (TRC)
New York
$4K -$54.7K -1,483 -93%
FNBT
169
FineMark National Bank & Trust
Florida
$3K -$30.2K -819 -89%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$3K -$27.6K -750 -89%
MFS
171
MSI Financial Services
Massachusetts
$3K -$3.69K -100 -50%
TIM
172
Tortoise Investment Management
New York
$3K
NFG
173
Next Financial Group
Texas
$2K
PIA
174
Piedmont Investment Advisors
North Carolina
$1.3K
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.14K +$31.1K +843 +3%

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.