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Fair Isaac
FICO

Overview Fund Activity

615 hedge funds and large institutions have $15.6B invested in Fair Isaac in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 188 increasing their positions, 235 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
+42
Holders Change %
+7.33%
% of All Funds
9.84%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
100
Increased
188
Reduced
235
Closed
49
Calls
$198M
Puts
$131M
Net Calls
+$66.9M
Net Calls Change
+$31.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2B
2
Geode Capital Management
Geode Capital Management
Massachusetts
$405M
3
American Century Companies
American Century Companies
Missouri
$139M
4
Invesco
Invesco
Georgia
$223M
5
State Street
State Street
Massachusetts
$700M

Top Sellers

1
BlackRock
BlackRock
New York
$1.56B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$583M
3
Principal Financial Group
Principal Financial Group
Iowa
$72.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$146M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
476
Harvest Fund Management
China
$249K – – –
EIP
477
Ellis Investment Partners
Pennsylvania
$245K – – –
WAP
478
Wealthcare Advisory Partners
Pennsylvania
$239K -$35.1K -50 -13%
1SB
479
1ST Source Bank
Indiana
$238K – – –
TIA
480
Tiemann Investment Advisors
California
$237K +$7.03K +10 +3%
FTDI
481
First Trust Direct Indexing
Massachusetts
$235K -$2.81K -4 -1%
YIA
482
YHB Investment Advisors
Connecticut
$235K +$235K +334 New
DF
483
Donoghue Forlines
Massachusetts
$234K -$31.6K -45 -12%
AWM
484
AE Wealth Management
Kansas
$234K +$234K +333 New
AUB
485
Atlantic Union Bankshares
Virginia
$232K +$232K +330 New
BFA
486
Beaumont Financial Advisors
Massachusetts
$231K +$231K +329 New
HI
487
Harrington Investments
California
$230K +$230K +328 New
EFSCE
488
Enterprise Financial Services Corp (EFSC)
Missouri
$228K +$228K +324 New
BRWA
489
B. Riley Wealth Advisors
Florida
$226K +$226K +321 New
CAAS
490
Capital Asset Advisory Services
Michigan
$225K -$14.1K -20 -6%
AWM
491
Alterna Wealth Management
Texas
$224K -$113K -161 -34%
KAS
492
Kestra Advisory Services
Texas
$217K -$296K -421 -58%
ACM
493
Acrisure Capital Management
Texas
$217K +$217K +309 New
FL
494
Fort LP
Maryland
$216K -$56.9K -81 -21%
AWM
495
Axxcess Wealth Management
California
$216K +$216K +308 New
FMAEN1
496
Fund Management at Engine No 1
California
$214K +$214K +305 New
HIM
497
Hanlon Investment Management
New Jersey
$213K +$213K +303 New
DWM
498
Drive Wealth Management
Utah
$212K +$212K +301 New
Swedbank
499
Swedbank
Sweden
$211K +$211K +300 New
CI
500
Cigna Investments
Connecticut
$210K +$210K +298 New
18 19
20
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