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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

175 hedge funds and large institutions have $2.01B invested in Financial Engines, Inc. in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 59

7% less funds holding

Funds holding: 189175 (-14)

23% less capital invested

Capital invested by funds: $2.61B → $2.01B (-$595M)

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

57% less call options, than puts

Call options by funds: $328K | Put options by funds: $756K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
175
Holders Change
-14
Holders Change %
-7.41%
% of All Funds
5.08%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
78
Reduced
59
Closed
28
Calls
$328K
Puts
$756K
Net Calls
-$428K
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$179M +$64.4M +1,748,500 +50%
BAMCO Inc
2
BAMCO Inc
New York
$174M +$5.17M +140,378 +3%
Wells Fargo
3
Wells Fargo
California
$168M +$5.4M +146,563 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$142M -$7.29M -197,800 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$117M +$1.94M +52,652 +2%
BFA
6
BlackRock Fund Advisors
California
$89.7M -$1.11M -30,115 -1%
KCM
7
Kornitzer Capital Management
Kansas
$79M +$8.23M +223,370 +11%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$67.8M +$12.9M +348,873 +21%
Morgan Stanley
9
Morgan Stanley
New York
$66.1M +$3.47M +94,085 +5%
ClearBridge Investments
10
ClearBridge Investments
New York
$48.6M +$331K +8,987 +0.6%
BIT
11
BlackRock Institutional Trust
California
$44.8M -$2.73M -74,082 -5%
ZCI
12
Zevenbergen Capital Investments
Washington
$43.5M +$1.86M +50,500 +4%
State Street
13
State Street
Massachusetts
$42.6M +$706K +19,156 +2%
JHIU
14
Janus Henderson Investors US
Colorado
$36.9M +$44K +1,195 +0.1%
TCM
15
TimesSquare Capital Management
New York
$35.5M +$8.17M +221,700 +27%
RP
16
Riverbridge Partners
Minnesota
$34.5M -$2.95M -79,997 -7%
NCGI
17
Next Century Growth Investors
Minnesota
$34M -$10.8M -292,874 -23%
DDC
18
DF Dent & Co
Maryland
$33.8M +$6.52M +177,032 +22%
JP Morgan Chase
19
JP Morgan Chase
New York
$33.6M +$10.2M +277,826 +39%
CIP
20
Champlain Investment Partners
Vermont
$30.8M +$22.9M +621,860 +223%
Northern Trust
21
Northern Trust
Illinois
$29.4M +$4.51M +122,427 +17%
Baillie Gifford & Co
22
Baillie Gifford & Co
United Kingdom
$24.3M +$1.84M +50,000 +8%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$20.5M +$1.06M +28,852 +5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$17.9M -$1.4M -38,061 -7%
WRF
25
Waddell & Reed Financial
Kansas
$17.2M +$3.07M +83,411 +20%

FNGN Hedge Fund Activity: Q3 2014 in Review

175 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q3 2014, worth a combined $2.01B — down 23% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FNGN and 16 opened new positions — a net loss of 12 holders — while 59 trimmed existing stakes and 78 added.

The largest buyer was Capital World Investors, adding an estimated $64.4M. The largest seller was RS Investment Management, exiting entirely with an estimated $50.4M sold.

  • 175 institutional investors held Financial Engines, Inc. (FNGN) as of Q3 2014, down from 189 in Q2 2014.
  • Funds reported $2.01B of Financial Engines, Inc. stock for Q3 2014, down 23% quarter-over-quarter.
  • 16 funds opened new Financial Engines, Inc. positions in Q3 2014 and 28 closed out, a net change of -12 holders.
  • The largest Financial Engines, Inc. buyer in Q3 2014 was Capital World Investors, an estimated $64.4M added.
  • The largest Financial Engines, Inc. seller in Q3 2014 was RS Investment Management, an estimated $50.4M sold.

Based on aggregated 13F filings for Q3 2014.