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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

179 hedge funds and large institutions have $3.1B invested in Financial Engines, Inc. in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $2.52B → $3.1B (+$575M)

17% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 180179 (-1)

49% less call options, than puts

Call options by funds: $3.5M | Put options by funds: $6.82M

Holders
179
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
70
Reduced
60
Closed
17
Calls
$3.5M
Puts
$6.82M
Net Calls
-$3.32M
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
151
LS Investment Advisors
Michigan
$87K
HNB
152
Huntington National Bank
Ohio
$73K
LCM
153
Legato Capital Management
California
$72K
PAM
154
Panagora Asset Management
Massachusetts
$71K
NIT
155
NumerixS Investment Technologies
British Columbia, Canada
$70K +$48K +1,200 +300%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$64K
PFBT
157
Parkside Financial Bank & Trust
Missouri
$56K -$761 -19 -1%
PAM
158
Paradigm Asset Management
New York
$37K -$68K -1,700 -67%
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$33K -$1.6K -40 -5%
FPFS
160
First Personal Financial Services
North Carolina
$32K +$29K +724 New
UBS Group
161
UBS Group
Switzerland
$27K -$329K -8,209 -93%
SPIA
162
Steward Partners Investment Advisory
New York
$25K -$6.8K -170 -22%
QCG
163
Quadrant Capital Group
Ohio
$23K
GRP
164
Global Retirement Partners
California
$17K +$16K +400 New
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$16K -$13.2K -330 -47%
WA
166
WealthTrust-Arizona
Arizona
$15K
AG
167
Advisor Group
Arizona
$13K +$160 +4 +1%
SQA
168
Simon Quick Advisors
New Jersey
$13K +$11.6K +289 New
FHA
169
First Horizon Advisors
Tennessee
$7K
IUHSA
170
Itau Unibanco Holding S.A.
Brazil
$7K +$6.2K +155 New
CFA
171
Carroll Financial Associates
North Carolina
$6K
GAM
172
Gemmer Asset Management
California
$6K
TIM
173
Tortoise Investment Management
New York
$4K
PA
174
Parallel Advisors
California
$3K +$1.12K +28 +85%
Creative Planning
175
Creative Planning
Kansas
$3K +$2.84K +71 +1,014%

FNGN Hedge Fund Activity: Q1 2017 in Review

179 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q1 2017, worth a combined $3.1B — up 23% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FNGN positions and 17 closed out — a net gain of 6 holders — while 70 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $286M. The largest seller was Warburg Pincus, cutting an estimated $164M.

  • 179 institutional investors held Financial Engines, Inc. (FNGN) as of Q1 2017, down from 180 in Q4 2016.
  • Funds reported $3.1B of Financial Engines, Inc. stock for Q1 2017, up 23% quarter-over-quarter.
  • 23 funds opened new Financial Engines, Inc. positions in Q1 2017 and 17 closed out, a net change of +6 holders.
  • The largest Financial Engines, Inc. buyer in Q1 2017 was BlackRock, an estimated $286M added.
  • The largest Financial Engines, Inc. seller in Q1 2017 was Warburg Pincus, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2017.