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Fair Isaac
FICO

Overview Fund Activity

666 hedge funds and large institutions have $17.3B invested in Fair Isaac in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 210 increasing their positions, 265 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+51
Holders Change %
+8.29%
% of All Funds
10.5%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
101
Increased
210
Reduced
265
Closed
49
Calls
$288M
Puts
$214M
Net Calls
+$73.2M
Net Calls Change
+$6.31M

Top Buyers

1
Millennium Management
Millennium Management
New York
$101M
2
Citadel Advisors
Citadel Advisors
Florida
$226M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$130M
4
American Century Companies
American Century Companies
Missouri
$213M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$52.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27M
2
Boston Partners
Boston Partners
Massachusetts
$3.45M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$367M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$9.2M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$564M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
626
JFS Wealth Advisors
Pennsylvania
$12.9K – – –
PP
627
PFS Partners
New Jersey
$12.9K +$12.9K +16 New
ATC
628
Adirondack Trust Company
New York
$12.6K – – –
GWM
629
Geneos Wealth Management
Colorado
$12.1K – – –
GA
630
GoalVest Advisory
New York
$11.3K +$11.3K +14 New
CFO
631
CVA Family Office
Colorado
$10.5K +$3.24K +4 +44%
FCAG
632
First Capital Advisors Group
New Jersey
$10.5K +$10.5K +13 New
HFM
633
Hartford Financial Management
Connecticut
$9.71K – – –
GWS
634
Glassman Wealth Services
Virginia
$9.71K +$1.62K +2 +20%
AIM
635
Anchor Investment Management
South Carolina
$8.09K +$8.09K +10 New
PFBT
636
Parkside Financial Bank & Trust
Missouri
$7.28K – – –
VCM
637
Versant Capital Management
Arizona
$7.28K +$809 +1 +13%
GI
638
Gradient Investments
Minnesota
$7.28K +$809 +1 +13%
PWMG
639
Prestige Wealth Management Group
New Jersey
$5.67K – – –
PTC
640
Private Trust Company
Ohio
$5.66K -$3.24K -4 -36%
LFG
641
Larson Financial Group
Missouri
$5.66K – – –
SIC
642
SJS Investment Consulting
Ohio
$4.86K – – –
IBOK
643
Independence Bank of Kentucky
Kentucky
$4.86K +$4.86K +6 New
WWP
644
WR Wealth Planners
Missouri
$4.86K +$4.86K +6 New
AWM
645
Abound Wealth Management
Tennessee
$4.05K +$809 +1 +25%
ZB
646
Zions Bancorporation
Utah
$4.05K – – –
RG
647
Retirement Group
California
$4.05K – – –
TWC
648
TD Waterhouse Canada
Ontario, Canada
$3.97K – – –
AF
649
Advisornet Financial
Minnesota
$3.24K -$9.71K -12 -75%
TJHA
650
Thomas J. Herzfeld Advisors
Florida
$3.24K -$809 -1 -20%
24 25
26
27 28