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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 %
SC
626
Solstein Capital
California
$15.6K – – –
VWM
627
Venturi Wealth Management
Texas
$14.8K – – –
LCM
628
Logan Capital Management
Pennsylvania
$14.8K – – –
C
629
Covestor
United Kingdom
$14K -$6.53K -7 -32%
PP
630
PFS Partners
New Jersey
$13.9K – – –
AAP
631
Arax Advisory Partners
Colorado
$13.9K – – –
CCA
632
Catalyst Capital Advisors
New York
$13K -$21.7K -25 -63%
JWA
633
JFS Wealth Advisors
Pennsylvania
$13K -$869 -1 -6%
GWM
634
Geneos Wealth Management
Colorado
$13K – – –
ATC
635
Adirondack Trust Company
New York
$13K – – –
GA
636
GoalVest Advisory
New York
$12.2K – – –
HFM
637
Hartford Financial Management
Connecticut
$10.4K – – –
GWS
638
Glassman Wealth Services
Virginia
$10.4K – – –
AWM
639
Avior Wealth Management
Nebraska
$8.69K -$434K -500 -98%
AIM
640
Anchor Investment Management
South Carolina
$8.69K – – –
SFG
641
Steward Financial Group
Texas
$8K +$8K +10 New
PFBT
642
Parkside Financial Bank & Trust
Missouri
$7.82K – – –
GI
643
Gradient Investments
Minnesota
$7.82K – – –
VCM
644
Versant Capital Management
Arizona
$7.82K – – –
KFS
645
Kelly Financial Services
Massachusetts
$7.82K +$7.82K +9 New
RDFA
646
Ritter Daniher Financial Advisory
Ohio
$7.82K +$7.82K +9 New
VAG
647
VisionPoint Advisory Group
Texas
$6.95K +$6.08K +7 +700%
CCP
648
Carmel Capital Partners
California
$6.95K +$6.95K +8 New
LFG
649
Larson Financial Group
Missouri
$6.08K – – –
PWMG
650
Prestige Wealth Management Group
New Jersey
$6.08K – – –
24 25
26
27 28