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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

199 hedge funds and large institutions have $2.76B invested in Financial Engines, Inc. in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 88

10% less funds holding

Funds holding: 222199 (-23)

22% less capital invested

Capital invested by funds: $3.53B → $2.76B (-$765M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

65% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 31

74% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $8.39M

Holders
199
Holders Change
-23
Holders Change %
-10.36%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
11
Increased
84
Reduced
88
Closed
31
Calls
$2.18M
Puts
$8.39M
Net Calls
-$6.21M
Net Calls Change
-$6.8M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$236M +$8.76M +145,450 +3%
Wells Fargo
2
Wells Fargo
California
$191M +$87.9M +1,460,647 +64%
Vanguard Group
3
Vanguard Group
Pennsylvania
$171M +$8.43M +139,970 +4%
BAMCO Inc
4
BAMCO Inc
New York
$168M +$6.76M +112,306 +4%
Capital World Investors
5
Capital World Investors
California
$163M +$50M +831,000 +35%
BFA
6
BlackRock Fund Advisors
California
$141M +$2.6M +43,146 +2%
KCM
7
Kornitzer Capital Management
Kansas
$103M +$6.19M +102,737 +5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$84.9M +$3.42M +56,815 +4%
Morgan Stanley
9
Morgan Stanley
New York
$82.8M +$62.8M +1,043,855 +178%
NCGI
10
Next Century Growth Investors
Minnesota
$79.2M +$6.63M +110,184 +8%
ClearBridge Investments
11
ClearBridge Investments
New York
$71.4M +$10.9M +180,663 +15%
BIT
12
BlackRock Institutional Trust
California
$70.2M +$899K +14,935 +1%
GA
13
Geneva Advisors
Illinois
$64M -$117K -1,950 -0.2%
State Street
14
State Street
Massachusetts
$61.5M +$4.36M +72,392 +6%
JHIU
15
Janus Henderson Investors US
Colorado
$54.9M -$263K -4,373 -0.4%
RP
16
Riverbridge Partners
Minnesota
$54.7M -$1.79M -29,726 -3%
ZCI
17
Zevenbergen Capital Investments
Washington
$54.5M +$16.6M +275,930 +35%
RIM
18
RS Investment Management
California
$51.3M +$55.8M +926,670 +1,098%
Northern Trust
19
Northern Trust
Illinois
$47.3M +$4.49M +74,512 +9%
DDC
20
DF Dent & Co
Maryland
$41.3M -$5.79M -96,194 -11%
JP Morgan Chase
21
JP Morgan Chase
New York
$38.1M -$1.89M -31,455 -4%
O
22
OppenheimerFunds
New York
$36.2M -$18.5M -306,754 -30%
Ameriprise
23
Ameriprise
Minnesota
$29.6M +$13.7M +227,898 +64%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$29M +$592K +9,829 +2%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$25.1M +$8.86M +147,225 +42%

FNGN Hedge Fund Activity: Q1 2014 in Review

199 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q1 2014, worth a combined $2.76B — down 22% from $3.53B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FNGN and 11 opened new positions — a net loss of 20 holders — while 88 trimmed existing stakes and 84 added.

The largest buyer was Wells Fargo, adding an estimated $87.9M. The largest seller was Lord, Abbett & Co, cutting an estimated $53.4M.

  • 199 institutional investors held Financial Engines, Inc. (FNGN) as of Q1 2014, down from 222 in Q4 2013.
  • Funds reported $2.76B of Financial Engines, Inc. stock for Q1 2014, down 22% quarter-over-quarter.
  • 11 funds opened new Financial Engines, Inc. positions in Q1 2014 and 31 closed out, a net change of -20 holders.
  • The largest Financial Engines, Inc. buyer in Q1 2014 was Wells Fargo, an estimated $87.9M added.
  • The largest Financial Engines, Inc. seller in Q1 2014 was Lord, Abbett & Co, an estimated $53.4M sold.

Based on aggregated 13F filings for Q1 2014.