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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

199 hedge funds and large institutions have $2.76B invested in Financial Engines, Inc. in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 88

10% less funds holding

Funds holding: 222199 (-23)

22% less capital invested

Capital invested by funds: $3.53B → $2.76B (-$765M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

65% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 31

74% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $8.39M

Holders
199
Holders Change
-23
Holders Change %
-10.36%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
11
Increased
84
Reduced
88
Closed
31
Calls
$2.18M
Puts
$8.39M
Net Calls
-$6.21M
Net Calls Change
-$6.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
176
Barclays
United Kingdom
$160K -$21.6K -358 -10%
Canada Life
177
Canada Life
Manitoba, Canada
$154K
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$153K -$421 -7 -0.2%
U
179
UBS
Switzerland
$151K -$258K -4,292 -59%
DADC
180
D.A. Davidson & Co
Montana
$111K -$361 -6 -0.3%
Teacher Retirement System of Texas
181
Teacher Retirement System of Texas
Texas
$94K +$181 +3 +0.2%
PAM
182
Panagora Asset Management
Massachusetts
$92K +$91.5K +1,520 +531%
Fuller & Thaler Asset Management
183
Fuller & Thaler Asset Management
California
$91K -$6.02K -100 -5%
OA
184
OFI Advisors
Pennsylvania
$88K +$7.1K +118 +7%
Envestnet Asset Management
185
Envestnet Asset Management
Illinois
$75K
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$72K +$36.7K +610 +76%
FNBT
187
FineMark National Bank & Trust
Florida
$70K -$61.9K -1,028 -43%
QT
188
Quantbot Technologies
New York
$66K +$72.2K +1,200 +1,200%
GAM
189
Gemmer Asset Management
California
$26K +$30.3K +504 New
WA
190
WealthTrust-Arizona
Arizona
$23K
MFS
191
MSI Financial Services
Massachusetts
$15K
LTFS
192
Ladenburg Thalmann Financial Services
Florida
$12K
CTC
193
Central Trust Company
Missouri
$11K +$13K +216 New
TIM
194
Tortoise Investment Management
New York
$5K
AW
195
Alpha Windward
Massachusetts
$4K
TRCT
196
Tower Research Capital (TRC)
New York
$3K +$3.19K +53 New
PIA
197
Piedmont Investment Advisors
North Carolina
$1.93K
Manulife (Manufacturers Life Insurance)
198
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.88K -$6.68K -111 -0.3%
PTC
199
Private Trust Company
Ohio
$1K -$1.2K -20 -49%
TI
200
Turner Investments
Pennsylvania
-$23.5M -338,025 Closed

FNGN Hedge Fund Activity: Q1 2014 in Review

199 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q1 2014, worth a combined $2.76B — down 22% from $3.53B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FNGN and 11 opened new positions — a net loss of 20 holders — while 88 trimmed existing stakes and 84 added.

The largest buyer was Wells Fargo, adding an estimated $87.9M. The largest seller was Lord, Abbett & Co, cutting an estimated $53.4M.

  • 199 institutional investors held Financial Engines, Inc. (FNGN) as of Q1 2014, down from 222 in Q4 2013.
  • Funds reported $2.76B of Financial Engines, Inc. stock for Q1 2014, down 22% quarter-over-quarter.
  • 11 funds opened new Financial Engines, Inc. positions in Q1 2014 and 31 closed out, a net change of -20 holders.
  • The largest Financial Engines, Inc. buyer in Q1 2014 was Wells Fargo, an estimated $87.9M added.
  • The largest Financial Engines, Inc. seller in Q1 2014 was Lord, Abbett & Co, an estimated $53.4M sold.

Based on aggregated 13F filings for Q1 2014.