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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$313M -$25.2M -409,420 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$224M +$10.1M +164,083 +5%
BAMCO Inc
3
BAMCO Inc
New York
$222M
BFA
4
BlackRock Fund Advisors
California
$190M +$4.8M +77,984 +3%
Capital World Investors
5
Capital World Investors
California
$165M -$10.9M -177,570 -7%
Wells Fargo
6
Wells Fargo
California
$160M -$19.5M -317,199 -12%
KCM
7
Kornitzer Capital Management
Kansas
$134M -$2.89M -47,000 -2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$112M -$7.36M -119,557 -7%
NCGI
9
Next Century Growth Investors
Minnesota
$101M -$4.49M -72,901 -5%
BIT
10
BlackRock Institutional Trust
California
$95.1M +$3.56M +57,888 +4%
GA
11
Geneva Advisors
Illinois
$87.7M -$6.82M -110,785 -8%
ClearBridge Investments
12
ClearBridge Investments
New York
$85.1M +$8.17M +132,754 +12%
State Street
13
State Street
Massachusetts
$79.2M +$3.24M +52,676 +5%
RP
14
Riverbridge Partners
Minnesota
$76.9M +$8.78M +142,675 +15%
JHIU
15
Janus Henderson Investors US
Colorado
$75.5M -$3.15M -51,212 -5%
O
16
OppenheimerFunds
New York
$70.9M -$16.5M -267,898 -21%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$67.2M -$8.33M -135,464 -12%
DDC
18
DF Dent & Co
Maryland
$63.2M -$8.6M -139,722 -13%
Northern Trust
19
Northern Trust
Illinois
$59.5M -$290K -4,710 -0.5%
ZCI
20
Zevenbergen Capital Investments
Washington
$55.4M -$9.62M -156,325 -16%
JP Morgan Chase
21
JP Morgan Chase
New York
$54.3M -$3.36M -54,671 -7%
Morgan Stanley
22
Morgan Stanley
New York
$40.8M +$2.12M +34,398 +6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$39.1M +$1.98M +32,187 +6%
Franklin Resources
24
Franklin Resources
California
$32.7M -$2.55M -41,460 -8%
CCM
25
Cupps Capital Management
Illinois
$31.2M +$7.04M +114,399 +34%

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.