Fair Isaac
FICO
784 hedge funds and large institutions have $26.5B invested in Fair Isaac in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 252 increasing their positions, 312 reducing their positions, and 56 closing their positions.
86% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 56
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
5% more funds holding
Funds holding: 744 → 784 (+40)
5% more capital invested
Capital invested by funds: $25.3B → $26.5B (+$1.21B)
2.4% less ownership
Funds ownership: 88.01% → 85.61% (-2.4%)
19% less repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 312
53% less call options, than puts
Call options by funds: $169M | Put options by funds: $363M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$239M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$218M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$214M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$103M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$75.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$426M |
| 2 |
D.E. Shaw & Co
New York
|
-$199M |
| 3 |
LT
Lindsell Train
London,
United Kingdom
|
-$118M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$96.7M |
| 5 |
Neuberger Berman Group
New York
|
-$88.3M |
FICO Hedge Fund Activity: Q1 2024 in Review
784 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fair Isaac (FICO) for Q1 2024, worth a combined $26.5B — up 4.8% from $25.3B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new FICO positions and 56 closed out — a net gain of 48 holders — while 252 added to existing stakes and 312 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $239M. The largest seller was Morgan Stanley, cutting an estimated $426M.
- 784 institutional investors held Fair Isaac (FICO) as of Q1 2024, up from 744 in Q4 2023.
- Funds reported $26.5B of Fair Isaac stock for Q1 2024, up 4.8% quarter-over-quarter.
- 104 funds opened new Fair Isaac positions in Q1 2024 and 56 closed out, a net change of +48 holders.
- The largest Fair Isaac buyer in Q1 2024 was AllianceBernstein, an estimated $239M added.
- The largest Fair Isaac seller in Q1 2024 was Morgan Stanley, an estimated $426M sold.
Based on aggregated 13F filings for Q1 2024.