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Fair Isaac

326 hedge funds and large institutions have $5.63B invested in Fair Isaac in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 97 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more capital invested

Capital invested by funds: $4.85B → $5.63B (+$786M)

5% more funds holding

Funds holding: 311326 (+15)

0.57% more ownership

Funds ownership: 84.04%84.61% (+0.57%)

33% less call options, than puts

Call options by funds: $20.9M | Put options by funds: $30.9M

33% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 145

Holders
326
Holders Change
+15
Holders Change %
+4.82%
% of All Funds
7.45%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
43
Increased
97
Reduced
145
Closed
23
Calls
$20.9M
Puts
$30.9M
Net Calls
-$10.1M
Net Calls Change
-$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
O
51
OppenheimerFunds
New York
$18.3M +$17M +78,572 +5,217%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$18M +$11.8M +54,294 +222%
Fisher Asset Management
53
Fisher Asset Management
Washington
$17.9M -$1.07M -4,942 -6%
BFM
54
Boston Financial Management
Massachusetts
$17.7M +$1.06M +4,870 +7%
PPA
55
Parametric Portfolio Associates
Washington
$17.5M -$1.4M -6,473 -8%
First Trust Advisors
56
First Trust Advisors
Illinois
$16.1M +$10.8M +49,846 +244%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$15.8M -$51.2M -235,870 -77%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$15.2M -$638K -2,940 -4%
HI
59
Handelsinvest Investeringsforvaltning
Denmark
$14.9M -$1.08M -5,000 -7%
American Century Companies
60
American Century Companies
Missouri
$14.4M +$849K +3,915 +7%
AllianceBernstein
61
AllianceBernstein
Tennessee
$14.4M -$507K -2,340 -4%
BIM
62
Bogle Investment Management
Massachusetts
$14.1M +$13.4M +61,856 New
AIG
63
American International Group
New York
$13.6M -$170K -785 -1%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$13.5M -$683K -3,150 -5%
MAM
65
Martingale Asset Management
Massachusetts
$13.1M +$4.42M +20,361 +55%
Swiss National Bank
66
Swiss National Bank
Switzerland
$11.9M
Wells Fargo
67
Wells Fargo
California
$11.5M -$1.74M -8,024 -14%
CS
68
Credit Suisse
Switzerland
$11.1M +$337K +1,554 +3%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11M +$172K +795 +2%
EAM
70
EULAV Asset Management
Florida
$10.8M +$347K +1,600 +4%
TA
71
Teachers Advisors
New York
$10.7M +$2.18M +10,062 +27%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$10.6M -$400K -1,845 -4%
BC
73
Burney Company
Virginia
$10.5M -$975K -4,497 -9%
WG
74
Winton Group
United Kingdom
$10.3M +$8.74M +40,304 +863%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$10.1M -$232K -1,071 -2%

FICO Hedge Fund Activity: Q3 2018 in Review

326 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fair Isaac (FICO) for Q3 2018, worth a combined $5.63B — up 16% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FICO positions and 23 closed out — a net gain of 20 holders — while 97 added to existing stakes and 145 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $154M. The largest seller was VOYA Investment Management, cutting an estimated $51.2M.

  • 326 institutional investors held Fair Isaac (FICO) as of Q3 2018, up from 311 in Q2 2018.
  • Funds reported $5.63B of Fair Isaac stock for Q3 2018, up 16% quarter-over-quarter.
  • 43 funds opened new Fair Isaac positions in Q3 2018 and 23 closed out, a net change of +20 holders.
  • The largest Fair Isaac buyer in Q3 2018 was Wellington Management Group, an estimated $154M added.
  • The largest Fair Isaac seller in Q3 2018 was VOYA Investment Management, an estimated $51.2M sold.

Based on aggregated 13F filings for Q3 2018.