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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 $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
TRCT
151
Tower Research Capital (TRC)
New York
$12K +$10.7K +384 New
AIM
152
Acrospire Investment Management
Illinois
$6K +$5.55K +200 New
QT
153
Quantbot Technologies
New York
$5K -$56.1K -2,023 -92%
FHA
154
First Horizon Advisors
Tennessee
$5K +$28 +1 +0.6%
CFA
155
Carroll Financial Associates
North Carolina
$4K
MFS
156
MSI Financial Services
Massachusetts
$4K
ST
157
Smithfield Trust
Pennsylvania
$4K +$3.88K +140 New
TIM
158
Tortoise Investment Management
New York
$3K
QI
159
QS Investors
New York
$3K +$2.77K +100 New
GAM
160
Gemmer Asset Management
California
$2K -$721 -26 -22%
RWG
161
Regal Wealth Group
California
$2K
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.91K +69 New
TWA
163
TCI Wealth Advisors
Arizona
$1K +$721 +26 New
Lord, Abbett & Co
164
Lord, Abbett & Co
New Jersey
-$21M -622,387 Closed
SC
165
ShearLink Capital
New York
-$11.1M -329,725 Closed
MNA
166
Manning & Napier Advisors
New York
-$9.91M -294,480 Closed
WRF
167
Waddell & Reed Financial
Kansas
-$7.19M -213,480 Closed
SO
168
STRS Ohio
Ohio
-$4.05M -145,900 Closed
Fidelity Investments
169
Fidelity Investments
Massachusetts
-$4.8M -142,700 Closed
TCM
170
Tygh Capital Management
Oregon
-$2.83M -84,066 Closed
Capital Fund Management (CFM)
171
Capital Fund Management (CFM)
France
-$1.36M -40,334 Closed
MCM
172
Mazama Capital Management
Oregon
-$1.15M -34,197 Closed
HPCM
173
High Pointe Capital Management
Illinois
-$946K -28,090 Closed
PCC
174
Park Circle Company
Maryland
-$842K -25,000 Closed
Millennium Management
175
Millennium Management
New York
-$491K -14,580 Closed

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.