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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

179 hedge funds and large institutions have $3.1B invested in Financial Engines, Inc. in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $2.52B → $3.1B (+$575M)

17% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 180179 (-1)

49% less call options, than puts

Call options by funds: $3.5M | Put options by funds: $6.82M

Holders
179
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
70
Reduced
60
Closed
17
Calls
$3.5M
Puts
$6.82M
Net Calls
-$3.32M
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$311M +$286M +7,133,365 +163,235%
Capital World Investors
2
Capital World Investors
California
$290M
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$242M -$7.12M -177,837 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$234M +$215M +5,371,574 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$216M +$20.2M +504,246 +11%
BAMCO Inc
6
BAMCO Inc
New York
$188M +$193K +4,817 +0.1%
WP
7
Warburg Pincus
New York
$179M -$164M -4,109,128 -50%
JHIU
8
Janus Henderson Investors US
Colorado
$117M -$528K -13,187 -0.5%
ACH
9
ArrowMark Colorado Holdings
Colorado
$103M -$679K -16,951 -0.7%
SDJVC
10
St. Denis J. Villere & Co
Louisiana
$98.8M -$16.7M -417,508 -16%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$88M -$13.8M -344,140 -15%
ClearBridge Investments
12
ClearBridge Investments
New York
$81.3M +$5.02M +125,382 +7%
CIP
13
Champlain Investment Partners
Vermont
$75.7M +$1.21M +30,160 +2%
VBA
14
Van Berkom & Associates
Quebec, Canada
$67.3M -$6.88M -171,940 -10%
RP
15
Riverbridge Partners
Minnesota
$63.2M -$2.3M -57,399 -4%
State Street
16
State Street
Massachusetts
$57.8M +$5.15M +128,770 +11%
Northern Trust
17
Northern Trust
Illinois
$33.7M +$571K +14,257 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$31.3M +$2.15M +53,649 +8%
Wells Fargo
19
Wells Fargo
California
$30.9M +$3.03M +75,689 +12%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$30.3M +$3.08M +76,962 +12%
Norges Bank
21
Norges Bank
Norway
$28.8M +$10.7M +267,493 +68%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$26.2M -$543K -13,555 -2%
JP Morgan Chase
23
JP Morgan Chase
New York
$25.8M -$8.46M -211,356 -26%
Invesco
24
Invesco
Georgia
$24.4M +$18.9M +472,912 +535%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$23M +$9.09M +227,159 +75%

FNGN Hedge Fund Activity: Q1 2017 in Review

179 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q1 2017, worth a combined $3.1B — up 23% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FNGN positions and 17 closed out — a net gain of 6 holders — while 70 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $286M. The largest seller was Warburg Pincus, cutting an estimated $164M.

  • 179 institutional investors held Financial Engines, Inc. (FNGN) as of Q1 2017, down from 180 in Q4 2016.
  • Funds reported $3.1B of Financial Engines, Inc. stock for Q1 2017, up 23% quarter-over-quarter.
  • 23 funds opened new Financial Engines, Inc. positions in Q1 2017 and 17 closed out, a net change of +6 holders.
  • The largest Financial Engines, Inc. buyer in Q1 2017 was BlackRock, an estimated $286M added.
  • The largest Financial Engines, Inc. seller in Q1 2017 was Warburg Pincus, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2017.