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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
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$28K -$4.66K -125 -12%
Fuller & Thaler Asset Management
152
Fuller & Thaler Asset Management
California
$21K +$26.1K +700 New
MCM
153
Manchester Capital Management
Vermont
$18K +$22.4K +600 New
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$17K +$14.1K +378 +185%
WA
155
WealthTrust-Arizona
Arizona
$10K -$485 -13 -4%
W
156
Wealthfront
California
$10K +$5.67K +152 +86%
FHA
157
First Horizon Advisors
Tennessee
$4K +$37 +1 +0.7%
CFA
158
Carroll Financial Associates
North Carolina
$4K +$745 +20 +15%
GAM
159
Gemmer Asset Management
California
$3K -$5.22K -140 -60%
TIM
160
Tortoise Investment Management
New York
$3K
MFS
161
MSI Financial Services
Massachusetts
$2K +$2.05K +55 New
DAM
162
Delta Asset Management
Tennessee
$2K +$2.57K +69 New
NFG
163
Next Financial Group
Texas
$1K
SIM
164
Sonora Investment Management
Arizona
$1K +$1.64K +44 New
Manulife (Manufacturers Life Insurance)
165
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$994 -$5.63M -151,134 -82%
PFMOSF
166
Philadelphia Financial Management of San Francisco
California
-$7.38M -173,816 Closed
OAM
167
Oberweis Asset Management
Illinois
-$5.84M -137,394 Closed
Ohio Public Employees Retirement System (OPERS)
168
Ohio Public Employees Retirement System (OPERS)
Ohio
-$4.07M -95,900 Closed
GA
169
Geneva Advisors
Illinois
-$3.08M -72,415 Closed
WP
170
WMS Partners
Maryland
-$2.23M -52,432 Closed
State of Tennessee, Department of Treasury
171
State of Tennessee, Department of Treasury
Tennessee
-$1.72M -40,400 Closed
FIM
172
Friedberg Investment Management
Texas
-$1.71M -40,190 Closed
MA
173
Montag & Associates
Georgia
-$946K -22,275 Closed
CAM
174
Cortina Asset Management
Wisconsin
-$713K -16,775 Closed
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
-$674K -15,855 Closed

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.