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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

189 hedge funds and large institutions have $2.61B invested in Financial Engines, Inc. in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.18M

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

5% less funds holding

Funds holding: 199189 (-10)

6% less capital invested

Capital invested by funds: $2.76B → $2.61B (-$153M)

26% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 35

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
189
Holders Change
-10
Holders Change %
-5.03%
% of All Funds
5.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
26
Increased
70
Reduced
76
Closed
35
Calls
$3.29M
Puts
$1.18M
Net Calls
+$2.11M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
176
Gemmer Asset Management
California
$23K
MAM
177
Mizuho Asset Management
Japan
$20K -$581K -13,000 -97%
WA
178
WealthTrust-Arizona
Arizona
$16K -$3.89K -87 -20%
CCS
179
Crosspoint Capital Strategies
California
$11K +$13.4K +300 New
CTC
180
Central Trust Company
Missouri
$10K
MFS
181
MSI Financial Services
Massachusetts
$9K -$4.47K -100 -33%
VIA
182
Vantage Investment Advisors
Pennsylvania
$9K +$8.95K +200 New
GSC
183
Ground Swell Capital
South Carolina
$8K +$7.47K +167 New
FHA
184
First Horizon Advisors
Tennessee
$6K +$7.87K +176 New
BNP Paribas Financial Markets
185
BNP Paribas Financial Markets
France
$5.39K +$5.32K +119 New
TIM
186
Tortoise Investment Management
New York
$5K
NFG
187
Next Financial Group
Texas
$2K +$1.97K +44 New
PIA
188
Piedmont Investment Advisors
North Carolina
$1.72K
PTC
189
Private Trust Company
Ohio
$1K
O
190
OppenheimerFunds
New York
-$36.2M -713,450 Closed
DCM
191
Driehaus Capital Management
Illinois
-$5.87M -115,626 Closed
Capital Fund Management (CFM)
192
Capital Fund Management (CFM)
France
-$4.44M -87,404 Closed
Fidelity International
193
Fidelity International
Bermuda
-$4.04M -79,637 Closed
AAMU
194
Amundi Asset Management US
Massachusetts
-$4.01M -78,935 Closed
EA
195
Emerald Advisers
Pennsylvania
-$3.6M -70,823 Closed
EMFAT
196
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$3.23M -63,689 Closed
First Trust Advisors
197
First Trust Advisors
Illinois
-$3.16M -62,198 Closed
SB
198
Suntrust Banks
Georgia
-$1.74M -34,243 Closed
EMG
199
Ellington Management Group
Connecticut
-$1.4M -27,500 Closed
MOACM
200
Mutual of America Capital Management
New York
-$1.35M -26,580 Closed

FNGN Hedge Fund Activity: Q2 2014 in Review

189 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q2 2014, worth a combined $2.61B — down 5.5% from $2.76B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of FNGN and 26 opened new positions — a net loss of 9 holders — while 76 trimmed existing stakes and 70 added.

The largest buyer was BAMCO Inc, adding an estimated $72.5M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $36.2M sold.

  • 189 institutional investors held Financial Engines, Inc. (FNGN) as of Q2 2014, down from 199 in Q1 2014.
  • Funds reported $2.61B of Financial Engines, Inc. stock for Q2 2014, down 5.5% quarter-over-quarter.
  • 26 funds opened new Financial Engines, Inc. positions in Q2 2014 and 35 closed out, a net change of -9 holders.
  • The largest Financial Engines, Inc. buyer in Q2 2014 was BAMCO Inc, an estimated $72.5M added.
  • The largest Financial Engines, Inc. seller in Q2 2014 was OppenheimerFunds, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2014.