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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

191 hedge funds and large institutions have $2.05B invested in Financial Engines, Inc. in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

3% more funds holding

Funds holding: 186191 (+5)

14% less capital invested

Capital invested by funds: $2.39B → $2.05B (-$341M)

99% less call options, than puts

Call options by funds: $328K | Put options by funds: $29.1M

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
4.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
36
Increased
81
Reduced
55
Closed
31
Calls
$328K
Puts
$29.1M
Net Calls
-$28.8M
Net Calls Change
-$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
151
Zebra Capital Management
Connecticut
$204K +$212K +6,741 New
RCM
152
Riverhead Capital Management
Delaware
$195K
Victory Capital Management
153
Victory Capital Management
Texas
$178K +$16K +510 +10%
AIP
154
Ameritas Investment Partners
Nebraska
$156K
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$117K +$47.8K +1,523 +66%
LTFS
156
Ladenburg Thalmann Financial Services
Florida
$117K +$95.8K +3,050 +377%
QT
157
Quantbot Technologies
New York
$99K -$83.7K -2,665 -45%
UBS Group
158
UBS Group
Switzerland
$90K +$32.6K +1,037 +54%
Citigroup
159
Citigroup
New York
$74K -$733K -23,329 -91%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$61K -$10.1K -320 -14%
II
161
Inspire Investing
Idaho
$60K +$62K +1,973 New
LIA
162
LS Investment Advisors
Michigan
$56K -$10.2K -326 -15%
PAM
163
Panagora Asset Management
Massachusetts
$50K
STA
164
Summit Trail Advisors
New York
$49K +$51.7K +1,646 New
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$44K -$817 -26 -2%
HNB
166
Huntington National Bank
Ohio
$38K -$6.47K -206 -14%
PFBT
167
Parkside Financial Bank & Trust
Missouri
$35K -$2.64K -84 -7%
GT
168
Greenleaf Trust
Michigan
$19K
IWP
169
Icon Wealth Partners
Texas
$18K +$18.3K +583 New
DOA
170
D'Orazio & Associates
Virginia
$15K +$15.7K +500 +50,000%
QCG
171
Quadrant Capital Group
Ohio
$11K -$6.03K -192 -34%
WA
172
WealthTrust-Arizona
Arizona
$11K
AG
173
Advisor Group
Arizona
$9K +$377 +12 +4%
MOS
174
MGO One Seven
Ohio
$8K +$8.26K +263 New
FIB
175
First Interstate Bank
Montana
$8K +$8.54K +272 New

FNGN Hedge Fund Activity: Q4 2017 in Review

191 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q4 2017, worth a combined $2.05B — down 14% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FNGN positions and 31 closed out — a net gain of 5 holders — while 81 added to existing stakes and 55 trimmed.

The largest buyer was Van Berkom & Associates, opening a new position worth an estimated $69.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $163M sold.

  • 191 institutional investors held Financial Engines, Inc. (FNGN) as of Q4 2017, up from 186 in Q3 2017.
  • Funds reported $2.05B of Financial Engines, Inc. stock for Q4 2017, down 14% quarter-over-quarter.
  • 36 funds opened new Financial Engines, Inc. positions in Q4 2017 and 31 closed out, a net change of +5 holders.
  • The largest Financial Engines, Inc. buyer in Q4 2017 was Van Berkom & Associates, an estimated $69.6M added.
  • The largest Financial Engines, Inc. seller in Q4 2017 was Wellington Management Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2017.