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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

176 hedge funds and large institutions have $2.2B invested in Financial Engines, Inc. in 2014 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $2.87M | Put options by funds: $1.22M

30% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 54

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

9% more capital invested

Capital invested by funds: $2.01B → $2.2B (+$189M)

1% more funds holding

Funds holding: 175176 (+1)

Holders
176
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.08%
New
29
Increased
70
Reduced
54
Closed
25
Calls
$2.87M
Puts
$1.22M
Net Calls
+$1.65M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$200M +$14.3M +411,807 +8%
Capital World Investors
2
Capital World Investors
California
$192M
Wells Fargo
3
Wells Fargo
California
$150M -$27.7M -799,078 -16%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$138M -$13.4M -386,660 -9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$124M -$1.06M -30,733 -0.9%
BFA
6
BlackRock Fund Advisors
California
$107M +$10.2M +295,024 +11%
KCM
7
Kornitzer Capital Management
Kansas
$91.4M +$6.64M +191,875 +8%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$67M -$5.13M -148,129 -7%
ClearBridge Investments
9
ClearBridge Investments
New York
$66.6M +$14M +403,090 +28%
Morgan Stanley
10
Morgan Stanley
New York
$59.3M -$10.7M -309,592 -16%
JHIU
11
Janus Henderson Investors US
Colorado
$56.9M +$16.6M +479,932 +45%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$56.5M +$29M +836,288 +118%
DDC
13
DF Dent & Co
Maryland
$54.4M +$17.4M +502,087 +51%
TCM
14
TimesSquare Capital Management
New York
$50.3M +$11.7M +338,930 +33%
CIP
15
Champlain Investment Partners
Vermont
$49.4M +$15.5M +449,085 +50%
BIT
16
BlackRock Institutional Trust
California
$46.9M -$880K -25,416 -2%
State Street
17
State Street
Massachusetts
$45.3M -$216K -6,242 -0.5%
JP Morgan Chase
18
JP Morgan Chase
New York
$38.7M +$2.64M +76,384 +8%
RP
19
Riverbridge Partners
Minnesota
$34.8M -$1.93M -55,870 -6%
Northern Trust
20
Northern Trust
Illinois
$30.7M -$654K -18,896 -2%
ACH
21
ArrowMark Colorado Holdings
Colorado
$23.9M +$6.04M +174,559 +36%
WRF
22
Waddell & Reed Financial
Kansas
$22.7M +$4.09M +118,275 +24%
TAM
23
Tiverton Asset Management
Delaware
$21.9M +$3.46M +100,000 +20%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$21.8M -$83.1K -2,400 -0.4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$19M -$116K -3,336 -0.6%

FNGN Hedge Fund Activity: Q4 2014 in Review

176 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q4 2014, worth a combined $2.2B — up 9.4% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FNGN positions and 25 closed out — a net gain of 4 holders — while 70 added to existing stakes and 54 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $29M. The largest seller was Zevenbergen Capital Investments, exiting entirely with an estimated $43.5M sold.

  • 176 institutional investors held Financial Engines, Inc. (FNGN) as of Q4 2014, up from 175 in Q3 2014.
  • Funds reported $2.2B of Financial Engines, Inc. stock for Q4 2014, up 9.4% quarter-over-quarter.
  • 29 funds opened new Financial Engines, Inc. positions in Q4 2014 and 25 closed out, a net change of +4 holders.
  • The largest Financial Engines, Inc. buyer in Q4 2014 was Baillie Gifford & Co, an estimated $29M added.
  • The largest Financial Engines, Inc. seller in Q4 2014 was Zevenbergen Capital Investments, an estimated $43.5M sold.

Based on aggregated 13F filings for Q4 2014.