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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

176 hedge funds and large institutions have $2.2B invested in Financial Engines, Inc. in 2014 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $2.87M | Put options by funds: $1.22M

30% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 54

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

9% more capital invested

Capital invested by funds: $2.01B → $2.2B (+$189M)

1% more funds holding

Funds holding: 175176 (+1)

Holders
176
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.08%
New
29
Increased
70
Reduced
54
Closed
25
Calls
$2.87M
Puts
$1.22M
Net Calls
+$1.65M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$64K -$89.6K -2,588 -60%
PAM
152
Panagora Asset Management
Massachusetts
$60K
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$57K -$10.9K -316 -17%
BlackRock
154
BlackRock
New York
$56K
HNB
155
Huntington National Bank
Ohio
$56K +$53K +1,532 New
Group One Trading
156
Group One Trading
Illinois
$55K -$19K -550 -27%
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$39K +$12K +346 +49%
GAM
158
Gemmer Asset Management
California
$24K +$3.88K +112 +21%
WA
159
WealthTrust-Arizona
Arizona
$11K -$381 -11 -3%
CCS
160
Crosspoint Capital Strategies
California
$11K
SIA
161
Stancorp Investment Advisers
Oregon
$7K +$6.92K +200 New
FHA
162
First Horizon Advisors
Tennessee
$6K
QT
163
Quantbot Technologies
New York
$5K -$42.7K -1,233 -89%
Royal Bank of Canada
164
Royal Bank of Canada
Ontario, Canada
$4K -$191K -5,505 -98%
MFS
165
MSI Financial Services
Massachusetts
$4K
ST
166
SpiderRock Trading
Illinois
$4K
TIM
167
Tortoise Investment Management
New York
$4K
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
$4K +$346 +10 +11%
MCM
169
MV Capital Management
Maryland
$4K +$3.32K +96 New
SEI Investments
170
SEI Investments
Pennsylvania
$4K +$3.39K +98 New
FNBT
171
FineMark National Bank & Trust
Florida
$3K -$658 -19 -20%
NFG
172
Next Financial Group
Texas
$2K
Manulife (Manufacturers Life Insurance)
173
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2K -$24K -692 -2%
FNYS
174
First New York Securities
New York
$37 +$35 +1 New
BRWA
175
B. Riley Wealth Advisors
Florida
$15 +$14.3K +412 New

FNGN Hedge Fund Activity: Q4 2014 in Review

176 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q4 2014, worth a combined $2.2B — up 9.4% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FNGN positions and 25 closed out — a net gain of 4 holders — while 70 added to existing stakes and 54 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $29M. The largest seller was Zevenbergen Capital Investments, exiting entirely with an estimated $43.5M sold.

  • 176 institutional investors held Financial Engines, Inc. (FNGN) as of Q4 2014, up from 175 in Q3 2014.
  • Funds reported $2.2B of Financial Engines, Inc. stock for Q4 2014, up 9.4% quarter-over-quarter.
  • 29 funds opened new Financial Engines, Inc. positions in Q4 2014 and 25 closed out, a net change of +4 holders.
  • The largest Financial Engines, Inc. buyer in Q4 2014 was Baillie Gifford & Co, an estimated $29M added.
  • The largest Financial Engines, Inc. seller in Q4 2014 was Zevenbergen Capital Investments, an estimated $43.5M sold.

Based on aggregated 13F filings for Q4 2014.