Financial Engines, Inc.
FNGN
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.
44% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 55
2% less funds holding
Funds holding: 190 → 186 (-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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$28M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$20.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.4M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$15.2M |
| 5 |
BlackRock
New York
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
Warburg Pincus
New York
|
-$150M |
| 2 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$56.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$26.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$22.9M |
| 5 |
O
OppenheimerFunds
New York
|
-$13.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Arrowstreet Capital
Boston,
Massachusetts
| – | -$366K | -10,000 | Closed |
|
202
Wolverine Trading
Chicago,
Illinois
| – | -$267K | -7,664 | Closed |
|
|
EMG
203
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$275K | -7,500 | Closed |
|
204
Squarepoint
New York
| – | -$245K | -6,687 | Closed |
|
|
MF
205
Magnetar Financial
Evanston,
Illinois
| – | -$210K | -5,746 | Closed |
|
|
SCM
206
Shelton Capital Management
Denver,
Colorado
| – | -$208K | -5,687 | Closed |
|
|
CG
207
Cutler Group
San Francisco,
California
| – | -$128K | -3,672 | Closed |
|
|
DADC
208
D.A. Davidson & Co
Great Falls,
Montana
| – | -$92K | -2,533 | Closed |
|
|
SO
209
STRS Ohio
Columbus,
Ohio
| – | -$84K | -2,300 | Closed |
|
|
DOA
210
D'Orazio & Associates
Falls Church,
Virginia
| – | -$27.8K | -799 | -100% |
|
|
EWM
211
Evercore Wealth Management
New York
| – | -$8K | -230 | Closed |
|
212
Creative Planning
Overland Park,
Kansas
| – | -$5K | -133 | 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.