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Fair Isaac

819 hedge funds and large institutions have $32.5B invested in Fair Isaac in 2024 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 254 increasing their positions, 329 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+40
Holders Change %
+5.13%
% of All Funds
11.91%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
127
Increased
254
Reduced
329
Closed
73
Calls
$243M
Puts
$385M
Net Calls
-$142M
Net Calls Change
+$51.5M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
651
J.W. Cole Advisors
Florida
$256K +$256K +172 New
MFGM
652
Marshall Financial Group (Maryland)
Maryland
$252K -$31.3K -21 -11%
SFG
653
SNS Financial Group
Minnesota
$250K
BTWM
654
Baker Tilly Wealth Management
Wisconsin
$250K +$250K +168 New
IWM
655
IHT Wealth Management
Illinois
$249K -$10.4K -7 -4%
OCPWS
656
One Charles Private Wealth Services
Massachusetts
$249K
UW
657
Unique Wealth
Florida
$249K +$249K +167 New
ORG
658
Optimist Retirement Group
Washington
$243K -$5.96K -4 -2%
AAS
659
Annex Advisory Services
Wisconsin
$243K +$243K +163 New
ZB
660
Zions Bancorporation
Utah
$243K +$243K +163 New
PA
661
Pinnacle Associates
New York
$241K -$22.3K -15 -8%
PWMAG
662
Pinnacle Wealth Management Advisory Group
New Jersey
$241K -$19.4K -13 -7%
SB
663
Strategic Blueprint
Georgia
$238K -$37.2K -25 -14%
GBT
664
Grove Bank & Trust
Florida
$238K
MFG
665
Merit Financial Group
Georgia
$237K -$14.9K -10 -6%
SIA
666
SeaBridge Investment Advisors
New Jersey
$232K +$232K +156 New
AFG
667
ABLE Financial Group
Arizona
$231K +$231K +155 New
HNB
668
Huntington National Bank
Ohio
$226K +$50.6K +34 +29%
AWA
669
Amplius Wealth Advisors
Pennsylvania
$226K -$14.9K -10 -6%
BP
670
Ballentine Partners
Massachusetts
$226K +$226K +152 New
BWM
671
Baron Wealth Management
Michigan
$225K +$225K +151 New
SN
672
Sittner & Nelson
Oregon
$223K
WFA
673
WestHill Financial Advisors
California
$223K +$223K +150 New
MAWA
674
Moss Adams Wealth Advisors
Washington
$222K +$222K +149 New
MG
675
Meritage Group
California
$222K +$222K +149 New