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FNGN

Financial Engines, Inc.
FNGN

Delisted

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

172 hedge funds and large institutions have $2.74B invested in Financial Engines, Inc. in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more funds holding in top 10

Funds holding in top 10: 310 (+7)

20% more capital invested

Capital invested by funds: $2.29B → $2.74B (+$458M)

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

12% less funds holding

Funds holding: 195172 (-23)

41% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 54

45% less call options, than puts

Call options by funds: $1.92M | Put options by funds: $3.52M

Holders
172
Holders Change
-23
Holders Change %
-11.79%
% of All Funds
3.94%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.23%
New
32
Increased
61
Reduced
58
Closed
54
Calls
$1.92M
Puts
$3.52M
Net Calls
-$1.6M
Net Calls Change
+$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$396M +$38.6M +934,806 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$283M +$13.3M +321,110 +5%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$190M -$2.92M -70,803 -2%
ACH
4
ArrowMark Colorado Holdings
Colorado
$162M -$4.84M -117,228 -3%
CIP
5
Champlain Investment Partners
Vermont
$119M -$2.99M -72,300 -3%
Capital World Investors
6
Capital World Investors
California
$119M -$199M -4,823,212 -65%
ClearBridge Investments
7
ClearBridge Investments
New York
$97M -$1.44M -34,829 -2%
VBA
8
Van Berkom & Associates
Quebec, Canada
$87M -$10.3M -248,399 -11%
SDJVC
9
St. Denis J. Villere & Co
Louisiana
$86.4M -$26.2M -633,277 -25%
State Street
10
State Street
Massachusetts
$85.7M +$12.8M +310,327 +19%
BAMCO Inc
11
BAMCO Inc
New York
$85.3M -$107M -2,585,528 -58%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$55.7M -$156K -3,779 -0.3%
SGCM
13
Sand Grove Capital Management
United Kingdom
$51.4M +$47.3M +1,144,644 New
Fidelity International
14
Fidelity International
Bermuda
$44.8M +$41.2M +997,000 New
UBS Group
15
UBS Group
Switzerland
$44.6M +$41M +992,025 +87,096%
BCM
16
Beryl Capital Management
California
$43.7M +$40.2M +973,980 New
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$40.7M -$12.6M -304,641 -25%
GCL
18
Glazer Capital LLC
New York
$35.3M +$32.5M +786,924 New
Northern Trust
19
Northern Trust
Illinois
$34.3M -$2.13M -51,551 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$33.5M +$459K +11,122 +2%
Renaissance Technologies
21
Renaissance Technologies
New York
$31.5M +$21.7M +524,900 +297%
Deutsche Bank
22
Deutsche Bank
Germany
$29.8M +$10.9M +264,237 +66%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$28.6M -$5.45M -132,040 -17%
AA
24
AQR Arbitrage
Connecticut
$27M +$24.8M +601,418 New
GF
25
Gabelli Funds
New York
$23.2M +$20.8M +504,781 +4,589%

FNGN Hedge Fund Activity: Q2 2018 in Review

172 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Financial Engines, Inc. (FNGN) for Q2 2018, worth a combined $2.74B — up 20% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of FNGN and 32 opened new positions — a net loss of 22 holders — while 58 trimmed existing stakes and 61 added.

The largest buyer was Sand Grove Capital Management, opening a new position worth an estimated $47.3M. The largest seller was Capital World Investors, cutting an estimated $199M.

  • 172 institutional investors held Financial Engines, Inc. (FNGN) as of Q2 2018, down from 195 in Q1 2018.
  • Funds reported $2.74B of Financial Engines, Inc. stock for Q2 2018, up 20% quarter-over-quarter.
  • 32 funds opened new Financial Engines, Inc. positions in Q2 2018 and 54 closed out, a net change of -22 holders.
  • The largest Financial Engines, Inc. buyer in Q2 2018 was Sand Grove Capital Management, an estimated $47.3M added.
  • The largest Financial Engines, Inc. seller in Q2 2018 was Capital World Investors, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2018.