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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

191 hedge funds and large institutions have $2.05B invested in Financial Engines, Inc. in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

3% more funds holding

Funds holding: 186191 (+5)

14% less capital invested

Capital invested by funds: $2.39B → $2.05B (-$341M)

99% less call options, than puts

Call options by funds: $328K | Put options by funds: $29.1M

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
4.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
36
Increased
81
Reduced
55
Closed
31
Calls
$328K
Puts
$29.1M
Net Calls
-$28.8M
Net Calls Change
-$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$238M +$10.9M +346,489 +5%
Capital World Investors
2
Capital World Investors
California
$226M
Vanguard Group
3
Vanguard Group
Pennsylvania
$179M +$5.23M +166,619 +3%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$172M +$2.43M +77,277 +1%
BAMCO Inc
5
BAMCO Inc
New York
$137M -$2.28M -72,521 -2%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$118M +$20.5M +651,231 +20%
ACH
7
ArrowMark Colorado Holdings
Colorado
$110M +$37.7M +1,201,040 +50%
CIP
8
Champlain Investment Partners
Vermont
$77.4M +$9.87M +314,390 +14%
SDJVC
9
St. Denis J. Villere & Co
Louisiana
$71.2M -$479K -15,250 -0.6%
VBA
10
Van Berkom & Associates
Quebec, Canada
$67.1M +$69.6M +2,214,887 New
ClearBridge Investments
11
ClearBridge Investments
New York
$57M +$168K +5,362 +0.3%
State Street
12
State Street
Massachusetts
$55.7M +$11.8M +376,132 +26%
RP
13
Riverbridge Partners
Minnesota
$36.9M -$1.98M -63,045 -5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$34M +$3.68M +117,255 +12%
Invesco
15
Invesco
Georgia
$33.1M -$5.72M -181,985 -14%
Northern Trust
16
Northern Trust
Illinois
$24.9M -$533K -16,980 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$24.1M +$2.07M +65,830 +9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$22.4M +$445K +14,156 +2%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$19.8M +$13.4M +425,127 +185%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$19.6M +$4.32M +137,445 +27%
JP Morgan Chase
21
JP Morgan Chase
New York
$17.4M +$407K +12,955 +2%
PM
22
Pembroke Management
Quebec, Canada
$16.7M +$4.19M +133,300 +32%
Principal Financial Group
23
Principal Financial Group
Iowa
$14.6M -$75.7K -2,409 -0.5%
Kayne Anderson Rudnick Investment Management
24
Kayne Anderson Rudnick Investment Management
California
$13.4M +$1.23M +39,245 +10%
Ameriprise
25
Ameriprise
Minnesota
$9.86M -$2.55M -81,173 -20%

FNGN Hedge Fund Activity: Q4 2017 in Review

191 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q4 2017, worth a combined $2.05B — down 14% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FNGN positions and 31 closed out — a net gain of 5 holders — while 81 added to existing stakes and 55 trimmed.

The largest buyer was Van Berkom & Associates, opening a new position worth an estimated $69.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $163M sold.

  • 191 institutional investors held Financial Engines, Inc. (FNGN) as of Q4 2017, up from 186 in Q3 2017.
  • Funds reported $2.05B of Financial Engines, Inc. stock for Q4 2017, down 14% quarter-over-quarter.
  • 36 funds opened new Financial Engines, Inc. positions in Q4 2017 and 31 closed out, a net change of +5 holders.
  • The largest Financial Engines, Inc. buyer in Q4 2017 was Van Berkom & Associates, an estimated $69.6M added.
  • The largest Financial Engines, Inc. seller in Q4 2017 was Wellington Management Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2017.