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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

192 hedge funds and large institutions have $3.05B invested in Financial Engines, Inc. in 2013 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

31% more capital invested

Capital invested by funds: $2.33B → $3.05B (+$719M)

17% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 72

4% more funds holding

Funds holding: 184192 (+8)

16% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $12M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
6.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
19
Increased
84
Reduced
72
Closed
9
Calls
$10.1M
Puts
$12M
Net Calls
-$1.93M
Net Calls Change
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$292M -$2.45M -45,970 -0.9%
BAMCO Inc
2
BAMCO Inc
New York
$190M +$4.49M +84,400 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$182M +$11.2M +210,596 +7%
BFA
4
BlackRock Fund Advisors
California
$158M +$25.1M +472,291 +22%
Wells Fargo
5
Wells Fargo
California
$155M -$15.3M -287,218 -10%
Capital World Investors
6
Capital World Investors
California
$152M +$11.4M +215,000 +9%
KCM
7
Kornitzer Capital Management
Kansas
$117M -$1.56M -29,400 -1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$103M -$21.1M -396,126 -19%
NCGI
9
Next Century Growth Investors
Minnesota
$90.5M -$1.99M -37,334 -2%
GA
10
Geneva Advisors
Illinois
$81.6M +$1.56M +29,312 +2%
BIT
11
BlackRock Institutional Trust
California
$77.9M +$4.27M +80,328 +7%
O
12
OppenheimerFunds
New York
$76.6M +$352K +6,612 +0.5%
JHIU
13
Janus Henderson Investors US
Colorado
$67.6M -$8.44M -158,666 -12%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$65.6M -$14.2M -267,383 -20%
ClearBridge Investments
15
ClearBridge Investments
New York
$64.9M +$15.6M +292,328 +37%
State Street
16
State Street
Massachusetts
$64.6M +$8.85M +166,399 +18%
DDC
17
DF Dent & Co
Maryland
$62.4M -$1.91M -35,820 -3%
RP
18
Riverbridge Partners
Minnesota
$57.3M +$487K +9,154 +1%
ZCI
19
Zevenbergen Capital Investments
Washington
$56.7M -$4.26M -80,160 -8%
Northern Trust
20
Northern Trust
Illinois
$51.2M +$202K +3,805 +0.4%
JP Morgan Chase
21
JP Morgan Chase
New York
$49.7M -$11M -206,331 -20%
Morgan Stanley
22
Morgan Stanley
New York
$32.8M -$3.33M -62,633 -10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$31.5M -$3.41M -64,035 -11%
Franklin Resources
24
Franklin Resources
California
$30.4M -$592K -11,120 -2%
WRF
25
Waddell & Reed Financial
Kansas
$26.1M -$2.78M -52,183 -11%

FNGN Hedge Fund Activity: Q3 2013 in Review

192 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q3 2013, worth a combined $3.05B — up 31% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FNGN positions and 9 closed out — a net gain of 10 holders — while 84 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $25.1M. The largest seller was Wellington Management Group, cutting an estimated $21.1M.

  • 192 institutional investors held Financial Engines, Inc. (FNGN) as of Q3 2013, up from 184 in Q2 2013.
  • Funds reported $3.05B of Financial Engines, Inc. stock for Q3 2013, up 31% quarter-over-quarter.
  • 19 funds opened new Financial Engines, Inc. positions in Q3 2013 and 9 closed out, a net change of +10 holders.
  • The largest Financial Engines, Inc. buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $25.1M added.
  • The largest Financial Engines, Inc. seller in Q3 2013 was Wellington Management Group, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2013.