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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

222 hedge funds and large institutions have $3.53B invested in Financial Engines, Inc. in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 87 increasing their positions, 81 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more funds holding

Funds holding: 192222 (+30)

16% more capital invested

Capital invested by funds: $3.05B → $3.53B (+$473M)

7% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 81

6% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $9.62M

Holders
222
Holders Change
+30
Holders Change %
+15.63%
% of All Funds
6.44%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
41
Increased
87
Reduced
81
Closed
11
Calls
$10.2M
Puts
$9.62M
Net Calls
+$590K
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
201
BlackRock
New York
$112K -$2.95K -48 -3%
OA
202
OFI Advisors
Pennsylvania
$112K +$13.1K +213 +15%
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
$103K -$8K -130 -8%
SFU
204
Stonehage Fleming (UK)
United Kingdom
$77K +$68.4K +1,111 New
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$56K +$21.5K +350 +78%
MCM
206
Mazama Capital Management
Oregon
$50K +$27.5K +447 +161%
Group One Trading
207
Group One Trading
Illinois
$46K -$712K -11,566 -95%
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$44.1K -$789K -12,826 -95%
HMS
209
Hanseatic Management Services
New Mexico
$35K -$8.68K -141 -22%
WA
210
WealthTrust-Arizona
Arizona
$31K -$1.35K -22 -5%
Creative Planning
211
Creative Planning
Kansas
$21K +$6.15K +100 +50%
MFS
212
MSI Financial Services
Massachusetts
$21K +$18.5K +300 New
PAM
213
Panagora Asset Management
Massachusetts
$20K +$17.6K +286 New
CCM
214
Credo Capital Management
Maryland
$17K
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$17K +$13.8K +225 +1,607%
SEC
216
Seven Eight Capital
New York
$7K +$6.15K +100 New
TIM
217
Tortoise Investment Management
New York
$7K +$6.21K +101 New
RFA
218
Reilly Financial Advisors
California
$6K +$5.72K +93 New
QT
219
Quantbot Technologies
New York
$6K +$6.15K +100 New
AW
220
Alpha Windward
Massachusetts
$5K +$4.37K +71 New
PTC
221
Private Trust Company
Ohio
$3K
ST
222
SpiderRock Trading
Illinois
$3K
PIA
223
Piedmont Investment Advisors
North Carolina
$2.64K +$2.34K +38 New
Manulife (Manufacturers Life Insurance)
224
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.57K -$48.4K -787 -2%
BTW
225
Boston Trust Walden
Massachusetts
-$22M -369,465 Closed

FNGN Hedge Fund Activity: Q4 2013 in Review

222 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q4 2013, worth a combined $3.53B — up 16% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FNGN positions and 11 closed out — a net gain of 30 holders — while 87 added to existing stakes and 81 trimmed.

The largest buyer was Turner Investments, opening a new position worth an estimated $20.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $25.2M.

  • 222 institutional investors held Financial Engines, Inc. (FNGN) as of Q4 2013, up from 192 in Q3 2013.
  • Funds reported $3.53B of Financial Engines, Inc. stock for Q4 2013, up 16% quarter-over-quarter.
  • 41 funds opened new Financial Engines, Inc. positions in Q4 2013 and 11 closed out, a net change of +30 holders.
  • The largest Financial Engines, Inc. buyer in Q4 2013 was Turner Investments, an estimated $20.8M added.
  • The largest Financial Engines, Inc. seller in Q4 2013 was T. Rowe Price Associates, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2013.