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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

186 hedge funds and large institutions have $2.39B invested in Financial Engines, Inc. in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

2% less funds holding

Funds holding: 190186 (-4)

8% less capital invested

Capital invested by funds: $2.61B → $2.39B (-$220M)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

48% less call options, than puts

Call options by funds: $368K | Put options by funds: $701K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
186
Holders Change
-4
Holders Change %
-2.11%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
79
Reduced
55
Closed
28
Calls
$368K
Puts
$701K
Net Calls
-$333K
Net Calls Change
+$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$261M +$14.8M +424,816 +6%
Capital World Investors
2
Capital World Investors
California
$259M +$28M +804,212 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$200M +$18.4M +529,903 +10%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$194M -$566K -16,268 -0.3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$163M -$22.9M -659,425 -12%
BAMCO Inc
6
BAMCO Inc
New York
$159M +$9.38M +269,500 +6%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$112M +$10.9M +313,400 +11%
ACH
8
ArrowMark Colorado Holdings
Colorado
$83.9M +$20.3M +583,254 +32%
SDJVC
9
St. Denis J. Villere & Co
Louisiana
$82.2M +$4.02M +115,467 +5%
CIP
10
Champlain Investment Partners
Vermont
$77.8M +$15.2M +436,688 +24%
ClearBridge Investments
11
ClearBridge Investments
New York
$65.2M +$344K +9,890 +0.5%
State Street
12
State Street
Massachusetts
$50.8M +$678K +19,494 +1%
RP
13
Riverbridge Partners
Minnesota
$44.5M -$4.15M -119,343 -9%
Invesco
14
Invesco
Georgia
$44.3M +$251K +7,222 +0.6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$35M +$8.42M +242,066 +32%
Northern Trust
16
Northern Trust
Illinois
$29.1M -$574K -16,489 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$25.3M +$3.14M +90,380 +14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$25.2M +$975K +28,036 +4%
Wells Fargo
19
Wells Fargo
California
$20.8M -$689K -19,810 -3%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$19.7M -$595K -17,088 -3%
JP Morgan Chase
21
JP Morgan Chase
New York
$19M +$17.5K +504 +0.1%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$17.7M -$26.6M -764,808 -60%
Principal Financial Group
23
Principal Financial Group
Iowa
$16.8M +$1.22M +35,100 +8%
Deutsche Bank
24
Deutsche Bank
Germany
$14.6M +$5.46M +156,784 +59%
PM
25
Pembroke Management
Quebec, Canada
$14.5M -$66.1K -1,900 -0.5%

FNGN Hedge Fund Activity: Q3 2017 in Review

186 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q3 2017, worth a combined $2.39B — down 8.4% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FNGN and 25 opened new positions — a net loss of 3 holders — while 55 trimmed existing stakes and 79 added.

The largest buyer was Capital World Investors, adding an estimated $28M. The largest seller was Warburg Pincus, exiting entirely with an estimated $150M sold.

  • 186 institutional investors held Financial Engines, Inc. (FNGN) as of Q3 2017, down from 190 in Q2 2017.
  • Funds reported $2.39B of Financial Engines, Inc. stock for Q3 2017, down 8.4% quarter-over-quarter.
  • 25 funds opened new Financial Engines, Inc. positions in Q3 2017 and 28 closed out, a net change of -3 holders.
  • The largest Financial Engines, Inc. buyer in Q3 2017 was Capital World Investors, an estimated $28M added.
  • The largest Financial Engines, Inc. seller in Q3 2017 was Warburg Pincus, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2017.