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Fair Isaac
FICO

Overview Fund Activity

525 hedge funds and large institutions have $9.1B invested in Fair Isaac in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+19
Holders Change %
+3.75%
% of All Funds
9.08%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
73
Increased
159
Reduced
208
Closed
46
Calls
$74.4M
Puts
$57.2M
Net Calls
+$17.3M
Net Calls Change
+$46.2M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$145M
2
LT
2
Lindsell Train
United Kingdom
$378M
3
ZIG
3
Zurich Insurance Group
Switzerland
$25M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$37.4M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$23.8M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$24M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$76.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$741K
4
BlackRock
4
BlackRock
New York
$1.22B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
501
Moisand Fitzgerald Tamayo
Florida
$4K +$4K +10 New
MCC
502
Money Concepts Capital
Florida
$3K – – –
LFG
503
Larson Financial Group
Missouri
$3K – – –
SC
504
Schubert & Co
Texas
$3K +$375 +1 +14%
Bank of Montreal
505
Bank of Montreal
Ontario, Canada
$2.67K -$2.98K -6,393 -53%
SWA
506
Sutton Wealth Advisors
Florida
$2.47K – – –
PWMG
507
Prestige Wealth Management Group
New Jersey
$2K – – –
SIC
508
Salem Investment Counselors
North Carolina
$2K – – –
LF
509
Lee Financial
Texas
$2K – – –
TJHA
510
Thomas J. Herzfeld Advisors
Florida
$2K – – –
FEG
511
Financial Enhancement Group
Indiana
$2K – – –
ZB
512
Zions Bancorporation
Utah
$2K – – –
DI
513
Disciplined Investments
Oklahoma
$2K +$1K +2 +100%
CFFP
514
Center for Financial Planning
Michigan
$2K +$2K +4 New
HR
515
Howe & Rusling
New York
$2K +$2K +4 New
SFO
516
Standard Family Office
South Dakota
$2K +$2K +5 New
TCOV
517
Trust Company of Vermont
Vermont
$2K +$2K +6 New
CAL
518
Capital Advisors Ltd
Ohio
$2K +$2K +6 New
SWM
519
Spire Wealth Management
Virginia
$1K -$4.33K -13 -81%
FMP
520
Financial Management Professionals
Texas
$1K – – –
RA
521
Rise Advisors
New York
$1K – – –
SIC
522
SJS Investment Consulting
Ohio
$1K +$1K +3 New
FHC
523
First Heartland Consultants
Missouri
$281 -$12 -30 -4%
JCM
524
Junto Capital Management
New York
– -$42M -104,856 Closed
LPC
525
Lone Pine Capital
Connecticut
– -$17.1M -42,616 Closed
19 20
21
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