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Fair Isaac
FICO

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$991M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$395M
3
Jennison Associates
Jennison Associates
New York
$266M
4
Morgan Stanley
Morgan Stanley
New York
$791M
5
UBS AM
UBS AM
Illinois
$368M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$130M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$179M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.19B
4
LT
Lindsell Train
United Kingdom
$654M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
726
Alta Advisers
United Kingdom
$74.4K +$74.4K +50 New
LFA
727
LGT Financial Advisors
Texas
$67K – – –
Optiver Holding
728
Optiver Holding
Netherlands
$65.5K +$65.5K +44 New
AAM
729
Advisors Asset Management
Colorado
$62.5K +$31.3K +21 +100%
CWC
730
Carolinas Wealth Consulting
North Carolina
$62.5K +$62.5K +42 New
WTA
731
Washington Trust Advisors
Massachusetts
$57.2K +$57.2K +38 New
EWP
732
Elevation Wealth Partners
California
$56.6K – – –
KFI
733
Key Financial Inc
Pennsylvania
$56.6K – – –
FHA
734
First Horizon Advisors
Tennessee
$55.1K +$5.95K +4 +12%
PCA
735
Providence Capital Advisors
North Carolina
$53.6K – – –
VNA
736
Valley National Advisers
Pennsylvania
$52K +$52K +35 New
GLR
737
Great Lakes Retirement
Ohio
$44.7K -$315K -211 -88%
AAP
738
Arax Advisory Partners
Colorado
$40.2K +$16.4K +11 +69%
CAL
739
Capital Analysts LLC
Pennsylvania
$40K -$69.6K -47 -64%
HCP
740
Hexagon Capital Partners
Arkansas
$38.7K – – –
CSC
741
Caldwell Sutter Capital
California
$37.2K – – –
ACA
742
Atlas Capital Advisors
Wyoming
$37.2K – – –
AIM
743
Anchor Investment Management
South Carolina
$37.2K – – –
DCP
744
DSM Capital Partners
Florida
$34.2K – – –
TFF
745
The Family Firm
Maryland
$34.2K +$34.2K +23 New
FFA
746
Frazier Financial Advisors
Ohio
$31.3K +$14.9K +10 +91%
C
747
Covestor
United Kingdom
$31K -$24.8K -16 -44%
KWAG
748
Kiely Wealth Advisory Group
North Carolina
$30.8K – – –
AGWCA
749
Annis Gardner Whiting Capital Advisors
Florida
$29.8K +$8.93K +6 +43%
BC
750
Barrett & Company
Rhode Island
$29.8K – – –
28 29
30
31 32