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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 %
AWM
651
Abound Wealth Management
Tennessee
$6.08K +$1.74K +2 +40%
PCTC
652
Perkins Coie Trust Company
Washington
$6.08K +$6.08K +7 New
JFGIW
653
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.21K -$10.4K -12 -67%
SIC
654
SJS Investment Consulting
Ohio
$5.21K – – –
IBOK
655
Independence Bank of Kentucky
Kentucky
$5.21K – – –
SWA
656
Sutton Wealth Advisors
Florida
$5.21K +$1.74K +2 +50%
ZB
657
Zions Bancorporation
Utah
$4.34K – – –
RG
658
Retirement Group
California
$4.34K – – –
AWA
659
Authentikos Wealth Advisory
California
$4.34K +$4.34K +5 New
TWC
660
TD Waterhouse Canada
Ontario, Canada
$4.32K – – –
CA
661
Clearstead Advisors
Ohio
$3.48K -$77.3K -89 -96%
LF
662
Lee Financial
Texas
$3.48K – – –
MRCM
663
M&R Capital Management
New Jersey
$3.47K – – –
AF
664
Advisornet Financial
Minnesota
$3.47K – – –
TJHA
665
Thomas J. Herzfeld Advisors
Florida
$3.47K – – –
FMP
666
Financial Management Professionals
Texas
$3K – – –
CPG
667
Cornerstone Planning Group
New Jersey
$2.61K – – –
PVH
668
Psagot Value Holdings
Israel
$2K +$2K +2 New
AGWCA
669
Annis Gardner Whiting Capital Advisors
Florida
$1.74K +$1.74K +2 New
CWP
670
Concord Wealth Partners
Virginia
$1.74K – – –
Loomis, Sayles & Company
671
Loomis, Sayles & Company
Massachusetts
$1K -$435K -435 -100%
TWD
672
True Wealth Design
Ohio
$869 – – –
M
673
MOTCO
Texas
$869 – – –
DJSG
674
D.J. St. Germain
Massachusetts
$869 +$869 +1 New
TWP
675
TFO Wealth Partners
Ohio
$809 +$809 +1 New
25 26
27
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