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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
TIM
176
Tortoise Investment Management
New York
$4K
WAM
177
Wealthspire Advisors (Maryland)
Maryland
$2K -$1.32K -38 -40%
VFA
178
Valeo Financial Advisors
Indiana
$2K +$1.84K +53 New
PA
179
Parallel Advisors
California
$1K
TWA
180
TCI Wealth Advisors
Arizona
$1K
CIM
181
Contravisory Investment Management
Massachusetts
$1K +$800 +23 New
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$1K +$974 +28 New
VCM
183
Versant Capital Management
Arizona
$1K +$1.39K +40 +267%
Walleye Trading
184
Walleye Trading
New York
$269 +$270K +7,750 New
WP
185
Warburg Pincus
New York
-$150M -4,109,128 Closed
VBA
186
Van Berkom & Associates
Quebec, Canada
-$56.7M -1,550,355 Closed
CM
187
Castleark Management
Illinois
-$13.6M -370,910 Closed
Fiera Capital (Canada)
188
Fiera Capital (Canada)
Quebec, Canada
-$7.53M -205,747 Closed
NCGI
189
Next Century Growth Investors
Minnesota
-$6.17M -168,515 Closed
Fidelity Investments
190
Fidelity Investments
Massachusetts
-$1.91M -52,200 Closed
PG
191
PEAK6 Group
Illinois
-$1.16M -31,670 Closed
DTL
192
Dynamic Technology Lab
Singapore
-$1.06M -28,855 Closed
WSCM
193
Wellington Shields Capital Management
New York
-$931K -25,450 Closed
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
-$839K -24,101 Closed
CSS
195
Cubist Systematic Strategies
Connecticut
-$716K -19,575 Closed
SEI Investments
196
SEI Investments
Pennsylvania
-$580K -15,835 Closed
TD Asset Management
197
TD Asset Management
Ontario, Canada
-$557K -15,226 Closed
TI
198
Trexquant Investment
Connecticut
-$546K -14,922 Closed
Simplex Trading
199
Simplex Trading
Illinois
-$459K -13,198 Closed
CCIA
200
Campbell & Co Investment Adviser
Maryland
-$439K -11,992 Closed

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.