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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 %
NIM
551
NEOS Investment Management
Connecticut
$225K +$225K +259 New
GSC
552
Ground Swell Capital
South Carolina
$220K +$220K +253 New
SFA
553
Sequoia Financial Advisors
Ohio
$219K +$3.47K +4 +2%
RP
554
Rowlandmiller & Partners
Georgia
$217K – – –
BFS
555
Bradley Foster & Sargent
Connecticut
$217K – – –
PP
556
Pegasus Partners
Wisconsin
$215K +$215K +248 New
CCA
557
Checchi Capital Advisers
California
$215K -$5.21K -6 -2%
AT
558
American Trust
Kentucky
$213K -$605K -697 -74%
HIM
559
Harbour Investment Management
Washington
$208K -$8.69K -10 -4%
Koshinski Asset Management
560
Koshinski Asset Management
Illinois
$208K +$208K +239 New
KIG
561
Kowal Investment Group
Wisconsin
$208K +$208K +239 New
BEI
562
Benjamin Edwards Inc
Missouri
$207K +$69.6K +80 +51%
MNBTD
563
Moody National Bank Trust Division
Texas
$207K +$207K +238 New
MMPW
564
Mitchell McLeod Pugh & Williams
Alabama
$204K +$204K +235 New
ECM
565
Evergreen Capital Management
Washington
$203K +$203K +234 New
Credit Agricole
566
Credit Agricole
France
$203K +$203K +234 New
BIM
567
Bridges Investment Management
Nebraska
$201K +$201K +232 New
OFS
568
OneAscent Financial Services
Alabama
$200K +$200K +230 New
AF
569
Allworth Financial
California
$199K -$4.34K -5 -2%
BBHC
570
Brown Brothers Harriman & Co
New York
$192K – – –
QPBE
571
Quintet Private Bank (Europe)
Luxembourg
$177K -$229K -264 -56%
PA
572
Parallel Advisors
California
$176K -$1.74K -2 -1%
T
573
TOBAM
France
$175K +$97.5K +112 +126%
DZ Bank
574
DZ Bank
Germany
$174K – – –
SPIA
575
Steward Partners Investment Advisory
New York
$174K +$10.4K +12 +6%
21 22
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