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Fair Isaac
FICO

Overview Fund Activity

675 hedge funds and large institutions have $18.6B invested in Fair Isaac in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 215 increasing their positions, 263 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+9
Holders Change %
+1.35%
% of All Funds
10.76%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
80
Increased
215
Reduced
263
Closed
63
Calls
$189M
Puts
$268M
Net Calls
-$79M
Net Calls Change
-$152M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$164M
2
American Century Companies
American Century Companies
Missouri
+$90.5M
3
GQG Partners
GQG Partners
Florida
+$85.8M
4
Franklin Resources
Franklin Resources
California
+$80.7M
5
Principal Financial Group
Principal Financial Group
Iowa
+$71.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$137M
2
LT
Lindsell Train
United Kingdom
-$77.5M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$64.7M
4
Charles Schwab
Charles Schwab
California
-$56.5M
5
GCM
Geneva Capital Management
Wisconsin
-$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
476
One Wealth Advisors
California
$403K -$410K -472 -50%
JFG
477
Jefferies Financial Group
New York
$399K +$399K +459 New
MPCG
478
Matrix Private Capital Group
New York
$397K – – –
BJL
479
Brighton Jones LLC
Washington
$392K +$392K +451 New
DOA
480
D'Orazio & Associates
Virginia
$391K +$45.2K +52 +13%
LA
481
LVW Advisors
New York
$389K -$79.9K -92 -17%
ACI
482
Alpha Cubed Investments
California
$385K – – –
UB
483
UMB Bank
Missouri
$375K +$869 +1 +0.2%
VWA
484
V Wealth Advisors
Kansas
$369K -$437K -503 -54%
ATPW
485
Ashton Thomas Private Wealth
Arizona
$368K -$6.08K -7 -2%
Vontobel Holding
486
Vontobel Holding
Switzerland
$366K -$251K -289 -41%
GT
487
Greenleaf Trust
Michigan
$366K +$2.61K +3 +0.7%
VSQM
488
V-Square Quantitative Management
Illinois
$365K +$196K +226 +116%
Group One Trading
489
Group One Trading
Illinois
$364K -$53.8K -62 -13%
PA
490
Profund Advisors
Maryland
$362K -$54.7K -63 -13%
PFS
491
Prospera Financial Services
Texas
$361K -$6.08K -7 -2%
EWA
492
EverSource Wealth Advisors
Alabama
$349K -$6.08K -7 -2%
PWMG
493
Provence Wealth Management Group
California
$347K -$8.69K -10 -2%
TCM
494
Teza Capital Management
Illinois
$347K +$347K +400 New
WWP
495
WR Wealth Planners
Missouri
$345K +$340K +391 +6,517%
FTDI
496
First Trust Direct Indexing
Massachusetts
$340K +$30.4K +35 +10%
AWM
497
Affinity Wealth Management
Delaware
$337K – – –
LNC
498
Lincoln National Corp
Pennsylvania
$337K +$2.61K +3 +0.8%
WA
499
Wealth Alliance
New York
$328K -$11.3K -13 -3%
MC
500
Machina Capital
France
$325K -$309K -356 -49%
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