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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

180 hedge funds and large institutions have $2.52B invested in Financial Engines, Inc. in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $464K

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $2.03B → $2.52B (+$496M)

8% more funds holding

Funds holding: 167180 (+13)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

Holders
180
Holders Change
+13
Holders Change %
+7.78%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
33
Increased
59
Reduced
55
Closed
18
Calls
$1.84M
Puts
$464K
Net Calls
+$1.38M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
Warburg Pincus
New York
$302M
Capital World Investors
2
Capital World Investors
California
$245M
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$211M -$3.71M -115,354 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$164M +$5.94M +184,704 +4%
BAMCO Inc
5
BAMCO Inc
New York
$158M +$181K +5,639 +0.1%
BFA
6
BlackRock Fund Advisors
California
$155M +$17.2M +534,875 +15%
JHIU
7
Janus Henderson Investors US
Colorado
$99.3M +$3.9M +121,062 +5%
SDJVC
8
St. Denis J. Villere & Co
Louisiana
$98.7M -$2.24M -69,720 -3%
ACH
9
ArrowMark Colorado Holdings
Colorado
$87.2M +$2.16M +67,069 +3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$86.9M +$308K +9,580 +0.4%
ClearBridge Investments
11
ClearBridge Investments
New York
$64M -$70.8K -2,199 -0.1%
VBA
12
Van Berkom & Associates
Quebec, Canada
$63.1M +$5.8M +180,147 +12%
CIP
13
Champlain Investment Partners
Vermont
$62.7M -$972K -30,195 -2%
RP
14
Riverbridge Partners
Minnesota
$55.5M -$4.35M -135,213 -8%
BIT
15
BlackRock Institutional Trust
California
$50.9M +$1.18M +36,688 +3%
State Street
16
State Street
Massachusetts
$44M +$984K +30,566 +3%
JP Morgan Chase
17
JP Morgan Chase
New York
$29.5M +$3.07M +95,536 +14%
Northern Trust
18
Northern Trust
Illinois
$27.9M -$6.66M -206,925 -21%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$24.4M +$983K +30,544 +5%
Wells Fargo
20
Wells Fargo
California
$23.3M +$1.83M +56,823 +10%
KI
21
Kalmar Investments
Delaware
$22.9M -$2.44M -75,680 -11%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$22.8M +$1.19M +36,939 +6%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$22.6M -$1.02M -31,669 -5%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$17.3M +$45.1K +1,400 +0.3%
KCM
25
Kornitzer Capital Management
Kansas
$17.2M -$13M -405,012 -46%

FNGN Hedge Fund Activity: Q4 2016 in Review

180 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q4 2016, worth a combined $2.52B — up 24% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FNGN positions and 18 closed out — a net gain of 15 holders — while 59 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $17.2M. The largest seller was Kornitzer Capital Management, cutting an estimated $13M.

  • 180 institutional investors held Financial Engines, Inc. (FNGN) as of Q4 2016, up from 167 in Q3 2016.
  • Funds reported $2.52B of Financial Engines, Inc. stock for Q4 2016, up 24% quarter-over-quarter.
  • 33 funds opened new Financial Engines, Inc. positions in Q4 2016 and 18 closed out, a net change of +15 holders.
  • The largest Financial Engines, Inc. buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $17.2M added.
  • The largest Financial Engines, Inc. seller in Q4 2016 was Kornitzer Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2016.