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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

167 hedge funds and large institutions have $2.03B invested in Financial Engines, Inc. in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

69% more call options, than puts

Call options by funds: $592K | Put options by funds: $351K

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

12% more capital invested

Capital invested by funds: $1.82B → $2.03B (+$212M)

1% less funds holding

Funds holding: 168167 (-1)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
68
Reduced
58
Closed
18
Calls
$592K
Puts
$351K
Net Calls
+$241K
Net Calls Change
+$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$21K
QCG
152
Quadrant Capital Group
Ohio
$17K +$2.79K +96 +18%
WA
153
WealthTrust-Arizona
Arizona
$10K -$756 -26 -7%
AG
154
Advisor Group
Arizona
$9K -$7.24K -249 -46%
JIM
155
Jupiter Investment Management
United Kingdom
$6K
TCIM
156
TIAA CREF Investment Management
New York
$4.94K +$60K +2,063 +1%
CFA
157
Carroll Financial Associates
North Carolina
$4K
ST
158
Smithfield Trust
Pennsylvania
$4K
FHA
159
First Horizon Advisors
Tennessee
$4K +$29 +1 +0.6%
MFS
160
MSI Financial Services
Massachusetts
$4K +$174 +6 +4%
GAM
161
Gemmer Asset Management
California
$4K +$1.25K +43 +47%
TIM
162
Tortoise Investment Management
New York
$3K
IA
163
IFP Advisors
Florida
$3K +$2.47K +85 New
TWA
164
TCI Wealth Advisors
Arizona
$1K
VOYA Investment Management
165
VOYA Investment Management
Georgia
$712
TCM
166
TimesSquare Capital Management
New York
-$12.3M -476,100 Closed
GIM
167
Granahan Investment Management
Massachusetts
-$4.3M -166,181 Closed
EAM
168
Eagle Asset Management
Florida
-$2.9M -112,117 Closed
Brown Advisory
169
Brown Advisory
Maryland
-$859K -33,207 Closed
RJA
170
Raymond James & Associates
Florida
-$760K -29,387 Closed
USAA
171
United Services Automobile Association
Texas
-$656K -25,347 Closed
GCM
172
Glynn Capital Management
California
-$590K -22,800 Closed
First Trust Advisors
173
First Trust Advisors
Illinois
-$274K -10,583 Closed
DT
174
Diversified Trust
Tennessee
-$233K -9,000 Closed
Teacher Retirement System of Texas
175
Teacher Retirement System of Texas
Texas
-$186K -7,191 Closed

FNGN Hedge Fund Activity: Q3 2016 in Review

167 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q3 2016, worth a combined $2.03B — up 12% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FNGN and 17 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 68 added.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $8.5M. The largest seller was Capital World Investors, cutting an estimated $30.6M.

  • 167 institutional investors held Financial Engines, Inc. (FNGN) as of Q3 2016, down from 168 in Q2 2016.
  • Funds reported $2.03B of Financial Engines, Inc. stock for Q3 2016, up 12% quarter-over-quarter.
  • 17 funds opened new Financial Engines, Inc. positions in Q3 2016 and 18 closed out, a net change of -1 holder.
  • The largest Financial Engines, Inc. buyer in Q3 2016 was ArrowMark Colorado Holdings, an estimated $8.5M added.
  • The largest Financial Engines, Inc. seller in Q3 2016 was Capital World Investors, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2016.