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Fair Isaac
FICO

Overview Fund Activity

778 hedge funds and large institutions have $26.4B invested in Fair Isaac in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 250 increasing their positions, 310 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+40
Holders Change %
+5.42%
% of All Funds
11.28%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
102
Increased
250
Reduced
310
Closed
55
Calls
$169M
Puts
$363M
Net Calls
-$193M
Net Calls Change
+$23.8M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$673M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.08B
3
Franklin Resources
3
Franklin Resources
California
$568M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$446M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$199M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$541M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$99.1M
3
LT
3
Lindsell Train
United Kingdom
$642M
4
Norges Bank
4
Norges Bank
Norway
$182M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
526
Parallel Advisors
California
$459K +$209K +167 +84%
GC
527
Gilbert & Cook
Iowa
$457K +$457K +366 New
RWM
528
Revisor Wealth Management
Ohio
$457K +$457K +379 New
TPWA
529
TRUE Private Wealth Advisors
Oregon
$456K +$18.7K +15 +4%
KeyBank National Association
530
KeyBank National Association
Ohio
$455K +$65K +52 +17%
EWA
531
EverSource Wealth Advisors
Alabama
$453K – – –
CM
532
Capula Management
Cayman Islands
$450K +$450K +360 New
BEI
533
Benjamin Edwards Inc
Missouri
$442K +$129K +103 +41%
SFA
534
Sequoia Financial Advisors
Ohio
$439K -$112K -90 -20%
CSI
535
Cross Staff Investments
New York
$437K – – –
AR
536
Apeiron RIA
Texas
$435K -$66.2K -53 -13%
EIP
537
Ellis Investment Partners
Pennsylvania
$435K – – –
BS
538
Banco Santander
Spain
$432K +$47.5K +38 +12%
HI
539
Harrington Investments
California
$429K +$8.75K +7 +2%
APWA
540
Atlas Private Wealth Advisors
New Jersey
$421K -$421K -337 -50%
BFA
541
Beaumont Financial Advisors
Massachusetts
$416K +$1.25K +1 +0.3%
WAP
542
Wealthcare Advisory Partners
Pennsylvania
$407K +$12.5K +10 +3%
ACA
543
Aptus Capital Advisors
Alabama
$405K +$141K +113 +54%
BFS
544
Bradley Foster & Sargent
Connecticut
$402K +$38.7K +31 +11%
KI
545
Kapitalo Investimentos
Brazil
$402K +$41.2K +33 +11%
EI
546
Ellevest Inc
New York
$401K +$10K +8 +3%
QCM
547
QRG Capital Management
Illinois
$391K -$409K -327 -51%
VWM
548
Valley Wealth Managers
New Jersey
$389K -$26.2K -21 -6%
Bank Julius Baer & Co
549
Bank Julius Baer & Co
Switzerland
$387K +$387K +310 New
IAIM
550
International Assets Investment Management
Florida
$380K -$50.2K -40 -12%
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