We are live on ! Find out more
FNGN

Financial Engines, Inc.
FNGN

Delisted

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

189 hedge funds and large institutions have $2.61B invested in Financial Engines, Inc. in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.18M

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

5% less funds holding

Funds holding: 199189 (-10)

6% less capital invested

Capital invested by funds: $2.76B → $2.61B (-$153M)

26% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 35

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
189
Holders Change
-10
Holders Change %
-5.03%
% of All Funds
5.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
26
Increased
70
Reduced
76
Closed
35
Calls
$3.29M
Puts
$1.18M
Net Calls
+$2.11M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$223M +$72.5M +1,621,503 +49%
Wells Fargo
2
Wells Fargo
California
$215M +$44.8M +1,000,937 +27%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$197M -$13.5M -301,150 -6%
Capital World Investors
4
Capital World Investors
California
$158M +$13.2M +294,000 +9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$152M +$73.6K +1,646 +0%
BFA
6
BlackRock Fund Advisors
California
$120M -$5.55M -123,982 -4%
KCM
7
Kornitzer Capital Management
Kansas
$94.4M +$2.38M +53,285 +3%
Morgan Stanley
8
Morgan Stanley
New York
$83.3M +$9.3M +207,850 +13%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$73.9M -$1.77M -39,603 -2%
ClearBridge Investments
10
ClearBridge Investments
New York
$63.9M +$221K +4,930 +0.4%
BIT
11
BlackRock Institutional Trust
California
$62.6M +$7.96K +178 +0%
NCGI
12
Next Century Growth Investors
Minnesota
$58.2M -$12.2M -273,012 -18%
State Street
13
State Street
Massachusetts
$55.5M +$617K +13,801 +1%
ZCI
14
Zevenbergen Capital Investments
Washington
$55.3M +$6.67M +149,225 +14%
RIM
15
RS Investment Management
California
$50.4M +$4.58M +102,383 +10%
RP
16
Riverbridge Partners
Minnesota
$49.3M +$467K +10,433 +1%
JHIU
17
Janus Henderson Investors US
Colorado
$48.7M -$254K -5,684 -0.5%
Ameriprise
18
Ameriprise
Minnesota
$41.5M +$14.9M +332,901 +57%
TCM
19
TimesSquare Capital Management
New York
$37M +$36.5M +816,475 New
DDC
20
DF Dent & Co
Maryland
$36.7M -$121K -2,704 -0.3%
Norges Bank
21
Norges Bank
Norway
$34.7M +$16.4M +367,147 +92%
Northern Trust
22
Northern Trust
Illinois
$33.4M -$8.72M -195,051 -21%
JP Morgan Chase
23
JP Morgan Chase
New York
$31.9M -$2.05M -45,859 -6%
Baillie Gifford & Co
24
Baillie Gifford & Co
United Kingdom
$29.9M +$11.4M +254,500 +63%
GA
25
Geneva Advisors
Illinois
$26.7M -$29.9M -669,486 -53%

FNGN Hedge Fund Activity: Q2 2014 in Review

189 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q2 2014, worth a combined $2.61B — down 5.5% from $2.76B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of FNGN and 26 opened new positions — a net loss of 9 holders — while 76 trimmed existing stakes and 70 added.

The largest buyer was BAMCO Inc, adding an estimated $72.5M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $36.2M sold.

  • 189 institutional investors held Financial Engines, Inc. (FNGN) as of Q2 2014, down from 199 in Q1 2014.
  • Funds reported $2.61B of Financial Engines, Inc. stock for Q2 2014, down 5.5% quarter-over-quarter.
  • 26 funds opened new Financial Engines, Inc. positions in Q2 2014 and 35 closed out, a net change of -9 holders.
  • The largest Financial Engines, Inc. buyer in Q2 2014 was BAMCO Inc, an estimated $72.5M added.
  • The largest Financial Engines, Inc. seller in Q2 2014 was OppenheimerFunds, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2014.