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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

186 hedge funds and large institutions have $2.39B invested in Financial Engines, Inc. in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

2% less funds holding

Funds holding: 190186 (-4)

8% less capital invested

Capital invested by funds: $2.61B → $2.39B (-$220M)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

48% less call options, than puts

Call options by funds: $368K | Put options by funds: $701K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
186
Holders Change
-4
Holders Change %
-2.11%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
79
Reduced
55
Closed
28
Calls
$368K
Puts
$701K
Net Calls
-$333K
Net Calls Change
+$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
151
Quantbot Technologies
New York
$206K +$206K +5,934 New
Victory Capital Management
152
Victory Capital Management
Texas
$186K +$79.1K +2,273 +74%
AIP
153
Ameritas Investment Partners
Nebraska
$169K
BC
154
Blueport Capital
Texas
$151K -$36.5K -1,049 -19%
TRCT
155
Tower Research Capital (TRC)
New York
$86K +$86.1K +2,474 New
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$81K
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$81K +$20.9K +600 +35%
LIA
158
LS Investment Advisors
Michigan
$76K +$1.95K +56 +3%
UBS Group
159
UBS Group
Switzerland
$66K -$70.6K -2,030 -51%
IUHSA
160
Itau Unibanco Holding S.A.
Brazil
$60K -$46.7K -1,343 -71%
PAM
161
Panagora Asset Management
Massachusetts
$57K -$18.6K -534 -25%
HNB
162
Huntington National Bank
Ohio
$51K -$7.34K -211 -13%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$51K
PFBT
164
Parkside Financial Bank & Trust
Missouri
$43K -$1.36K -39 -3%
FPFS
165
First Personal Financial Services
North Carolina
$30K
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$28K +$2.09K +60 +8%
GT
167
Greenleaf Trust
Michigan
$22K +$22K +632 New
SPIA
168
Steward Partners Investment Advisory
New York
$20K
QCG
169
Quadrant Capital Group
Ohio
$18K
WA
170
WealthTrust-Arizona
Arizona
$12K
AG
171
Advisor Group
Arizona
$10K +$557 +16 +6%
SQA
172
Simon Quick Advisors
New Jersey
$8K
CFA
173
Carroll Financial Associates
North Carolina
$5K
FHA
174
First Horizon Advisors
Tennessee
$5K
GAM
175
Gemmer Asset Management
California
$5K

FNGN Hedge Fund Activity: Q3 2017 in Review

186 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q3 2017, worth a combined $2.39B — down 8.4% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FNGN and 25 opened new positions — a net loss of 3 holders — while 55 trimmed existing stakes and 79 added.

The largest buyer was Capital World Investors, adding an estimated $28M. The largest seller was Warburg Pincus, exiting entirely with an estimated $150M sold.

  • 186 institutional investors held Financial Engines, Inc. (FNGN) as of Q3 2017, down from 190 in Q2 2017.
  • Funds reported $2.39B of Financial Engines, Inc. stock for Q3 2017, down 8.4% quarter-over-quarter.
  • 25 funds opened new Financial Engines, Inc. positions in Q3 2017 and 28 closed out, a net change of -3 holders.
  • The largest Financial Engines, Inc. buyer in Q3 2017 was Capital World Investors, an estimated $28M added.
  • The largest Financial Engines, Inc. seller in Q3 2017 was Warburg Pincus, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2017.