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Fair Isaac

819 hedge funds and large institutions have $32.5B invested in Fair Isaac in 2024 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 254 increasing their positions, 329 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+40
Holders Change %
+5.13%
% of All Funds
11.91%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
127
Increased
254
Reduced
329
Closed
73
Calls
$243M
Puts
$385M
Net Calls
-$142M
Net Calls Change
+$51.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
501
Greenleaf Trust
Michigan
$597K -$22.3K -15 -4%
MAM
502
Morse Asset Management
Connecticut
$592K +$592K +398 New
EA
503
Emerald Advisers
Pennsylvania
$590K +$590K +396 New
CA
504
Clearstead Advisors
Ohio
$588K +$578K +388 +5,543%
DAS
505
Diversify Advisory Services
Utah
$585K -$36.1K -23 -6%
AWM
506
Axxcess Wealth Management
California
$581K +$280K +188 +93%
FFA
507
Farther Finance Advisors
California
$579K +$468K +313 +423%
AWM
508
Affinity Wealth Management
Delaware
$578K
NAS
509
Nicolet Advisory Services
Wisconsin
$577K -$24.5K -16 -4%
TPWA
510
TRUE Private Wealth Advisors
Oregon
$576K +$32.8K +22 +6%
I
511
InceptionR
California
$576K +$576K +387 New
Carson Wealth (CWM LLC)
512
Carson Wealth (CWM LLC)
Nebraska
$566K +$206K +138 +57%
IFS
513
Ifrah Financial Services
Arkansas
$564K -$13.4K -9 -2%
BIM
514
Bridges Investment Management
Nebraska
$563K +$217K +146 +63%
P
515
&Partners
Tennessee
$563K +$563K +378 New
ATPW
516
Ashton Thomas Private Wealth
Arizona
$557K -$96.8K -65 -15%
SFA
517
Sequoia Financial Advisors
Ohio
$554K +$31.3K +21 +6%
EI
518
Ellevest Inc
New York
$554K +$75.9K +51 +16%
ZIM
519
Zacks Investment Management
Illinois
$547K -$584K -393 -52%
KAS
520
Kestra Advisory Services
Texas
$540K -$564K -402 -51%
GVAG
521
Great Valley Advisor Group
Delaware
$529K +$529K +355 New
TFS
522
Thoroughbred Financial Services
Tennessee
$525K +$525K +353 New
CSI
523
Cross Staff Investments
New York
$521K
NCFG
524
New Century Financial Group
New Jersey
$520K +$520K +349 New
SW
525
SVB Wealth
Massachusetts
$518K -$40.2K -27 -7%