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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

190 hedge funds and large institutions have $2.61B invested in Financial Engines, Inc. in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

29% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 58

6% more funds holding

Funds holding: 179190 (+11)

16% less capital invested

Capital invested by funds: $3.1B → $2.61B (-$489M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

76% less call options, than puts

Call options by funds: $1.47M | Put options by funds: $6.06M

Holders
190
Holders Change
+11
Holders Change %
+6.15%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
75
Reduced
58
Closed
18
Calls
$1.47M
Puts
$6.06M
Net Calls
-$4.59M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
176
WealthTrust-Arizona
Arizona
$13K
AG
177
Advisor Group
Arizona
$10K -$1.2K -30 -10%
SQA
178
Simon Quick Advisors
New Jersey
$8K -$2.91K -73 -25%
EWM
179
Evercore Wealth Management
New York
$8K +$9.17K +230 New
CFA
180
Carroll Financial Associates
North Carolina
$5K -$718 -18 -12%
FHA
181
First Horizon Advisors
Tennessee
$5K -$399 -10 -6%
GAM
182
Gemmer Asset Management
California
$5K
Creative Planning
183
Creative Planning
Kansas
$5K +$2.19K +55 +71%
TIM
184
Tortoise Investment Management
New York
$4K
WAM
185
Wealthspire Advisors (Maryland)
Maryland
$3K +$3.39K +85 +850%
PA
186
Parallel Advisors
California
$1K -$1.12K -28 -46%
TWA
187
TCI Wealth Advisors
Arizona
$1K
WRF
188
Waddell & Reed Financial
Kansas
-$7.62M -174,900 Closed
DCM
189
Driehaus Capital Management
Illinois
-$4.47M -102,766 Closed
VM
190
Valinor Management
New York
-$3.14M -72,000 Closed
William Blair & Company
191
William Blair & Company
Illinois
-$2.3M -51,914 Closed
OAC
192
OMERS Administration Corp
Ontario, Canada
-$640K -14,700 Closed
CG
193
Clinton Group
New York
-$483K -11,088 Closed
MAM
194
Majedie Asset Management
United Kingdom
-$352K -8,079 Closed
HIMCH
195
Hartford Investment Management Co (HIMCO)
Connecticut
-$327K -7,500 Closed
TI
196
Turner Investments
Pennsylvania
-$305K -7,000 Closed
N
197
Natixis
France
-$268K -6,149 Closed
VKH
198
Virtu KCG Holdings
New York
-$261K -5,998 Closed
DT
199
Diversified Trust
Tennessee
-$235K -5,400 Closed
JG
200
Jefferies Group
New York
-$217K -4,978 Closed

FNGN Hedge Fund Activity: Q2 2017 in Review

190 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q2 2017, worth a combined $2.61B — down 16% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FNGN positions and 18 closed out — a net gain of 13 holders — while 75 added to existing stakes and 58 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $116M. The largest seller was T. Rowe Price Associates, cutting an estimated $29.8M.

  • 190 institutional investors held Financial Engines, Inc. (FNGN) as of Q2 2017, up from 179 in Q1 2017.
  • Funds reported $2.61B of Financial Engines, Inc. stock for Q2 2017, down 16% quarter-over-quarter.
  • 31 funds opened new Financial Engines, Inc. positions in Q2 2017 and 18 closed out, a net change of +13 holders.
  • The largest Financial Engines, Inc. buyer in Q2 2017 was Janus Henderson Group, an estimated $116M added.
  • The largest Financial Engines, Inc. seller in Q2 2017 was T. Rowe Price Associates, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2017.