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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

165 hedge funds and large institutions have $1.84B invested in Financial Engines, Inc. in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 62

6% less funds holding

Funds holding: 175165 (-10)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

31% less capital invested

Capital invested by funds: $2.66B → $1.84B (-$822M)

89% less call options, than puts

Call options by funds: $448K | Put options by funds: $4.09M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
165
Holders Change
-10
Holders Change %
-5.71%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
61
Reduced
62
Closed
29
Calls
$448K
Puts
$4.09M
Net Calls
-$3.64M
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$169M
BAMCO Inc
2
BAMCO Inc
New York
$160M -$1.86M -49,992 -0.9%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$157M +$9.47M +254,105 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$112M +$2.73M +73,299 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$107M -$8.2M -220,000 -6%
BFA
6
BlackRock Fund Advisors
California
$92M +$2.89M +77,596 +3%
SDJVC
7
St. Denis J. Villere & Co
Louisiana
$73.4M +$37.9M +1,017,700 +69%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$62.7M +$16M +429,878 +25%
CIP
9
Champlain Investment Partners
Vermont
$54.2M +$1.16M +31,053 +2%
RP
10
Riverbridge Partners
Minnesota
$53.1M -$2.62M -70,303 -4%
ClearBridge Investments
11
ClearBridge Investments
New York
$52.3M -$2.47M -66,244 -4%
JHIU
12
Janus Henderson Investors US
Colorado
$46.2M -$348K -9,339 -0.6%
KCM
13
Kornitzer Capital Management
Kansas
$44.1M -$14.4M -386,370 -21%
TCM
14
TimesSquare Capital Management
New York
$38M +$24.6M +659,415 +105%
BIT
15
BlackRock Institutional Trust
California
$37.7M +$1.56M +41,766 +3%
State Street
16
State Street
Massachusetts
$34.5M +$92.9K +2,493 +0.2%
DDC
17
DF Dent & Co
Maryland
$34.5M -$9.66M -259,128 -18%
Morgan Stanley
18
Morgan Stanley
New York
$34M -$2.48M -66,478 -5%
Wells Fargo
19
Wells Fargo
California
$32.2M -$37M -992,149 -48%
JP Morgan Chase
20
JP Morgan Chase
New York
$28.4M -$383K -10,283 -1%
Northern Trust
21
Northern Trust
Illinois
$27.4M +$84.8K +2,276 +0.2%
ACH
22
ArrowMark Colorado Holdings
Colorado
$25.4M +$2.92M +78,271 +10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$19M +$3.98M +106,874 +20%
MNA
24
Manning & Napier Advisors
New York
$16.6M +$4.26M +114,160 +25%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$14.8M +$1.25M +33,467 +7%

FNGN Hedge Fund Activity: Q3 2015 in Review

165 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q3 2015, worth a combined $1.84B — down 31% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FNGN and 21 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 61 added.

The largest buyer was St. Denis J. Villere & Co, adding an estimated $37.9M. The largest seller was Wells Fargo, cutting an estimated $37M.

  • 165 institutional investors held Financial Engines, Inc. (FNGN) as of Q3 2015, down from 175 in Q2 2015.
  • Funds reported $1.84B of Financial Engines, Inc. stock for Q3 2015, down 31% quarter-over-quarter.
  • 21 funds opened new Financial Engines, Inc. positions in Q3 2015 and 29 closed out, a net change of -8 holders.
  • The largest Financial Engines, Inc. buyer in Q3 2015 was St. Denis J. Villere & Co, an estimated $37.9M added.
  • The largest Financial Engines, Inc. seller in Q3 2015 was Wells Fargo, an estimated $37M sold.

Based on aggregated 13F filings for Q3 2015.