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Fair Isaac

172 hedge funds and large institutions have $1.73B invested in Fair Isaac in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $4.37M | Put options by funds: $2.79M

19% more capital invested

Capital invested by funds: $1.45B → $1.73B (+$280M)

1.37% more ownership

Funds ownership: 88.27%89.65% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 178172 (-6)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

25% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 73

Holders
172
Holders Change
-6
Holders Change %
-3.37%
% of All Funds
5.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
55
Reduced
73
Closed
29
Calls
$4.37M
Puts
$2.79M
Net Calls
+$1.58M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Atlanta Capital Management
Georgia
$205M -$936K -18,257 -0.5%
RA
2
Royce & Associates
New York
$139M -$236K -4,600 -0.2%
AI
3
Ariel Investments
Illinois
$114M +$349K +6,810 +0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$113M +$2.09M +40,768 +2%
BFA
5
BlackRock Fund Advisors
California
$94.6M +$6.76M +131,881 +8%
Allianz Asset Management
6
Allianz Asset Management
Germany
$79.5M -$820K -15,986 -1%
State Street
7
State Street
Massachusetts
$69.4M -$89.7K -1,748 -0.1%
VNIM
8
Vaughan Nelson Investment Management
Texas
$63.2M +$2.38M +46,493 +4%
BIT
9
BlackRock Institutional Trust
California
$57.7M -$3.96M -77,110 -7%
SB
10
Suntrust Banks
Georgia
$54.4M +$16.3M +317,197 +48%
Northern Trust
11
Northern Trust
Illinois
$43M +$61.2K +1,194 +0.2%
MAA
12
Managed Account Advisors
New Jersey
$36.1M -$457K -8,916 -1%
VVP
13
Vulcan Value Partners
Alabama
$36M +$7.22M +140,774 +28%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$29.8M +$608K +11,852 +2%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$29.1M -$1.72M -33,575 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$28.8M +$802K +15,626 +3%
Canada Life
17
Canada Life
Manitoba, Canada
$25.6M -$1.03M -20,005 -4%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$24.4M +$7.48M +145,800 +49%
EAM
19
Eagle Asset Management
Florida
$20.8M +$19.3M +376,061 New
WCM
20
Wedge Capital Management
North Carolina
$20.6M +$50K +975 +0.3%
Brown Advisory
21
Brown Advisory
Maryland
$19.8M +$18.4M +358,968 New
Renaissance Technologies
22
Renaissance Technologies
New York
$19.6M +$1.68M +32,800 +10%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$19M
Norges Bank
24
Norges Bank
Norway
$18.2M
SAM
25
Silvercrest Asset Management
New York
$18M +$272K +5,301 +2%

FICO Hedge Fund Activity: Q3 2013 in Review

172 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Fair Isaac (FICO) for Q3 2013, worth a combined $1.73B — up 19% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FICO and 26 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 55 added.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $19.3M. The largest seller was Wellington Management Group, cutting an estimated $13.1M.

  • 172 institutional investors held Fair Isaac (FICO) as of Q3 2013, down from 178 in Q2 2013.
  • Funds reported $1.73B of Fair Isaac stock for Q3 2013, up 19% quarter-over-quarter.
  • 26 funds opened new Fair Isaac positions in Q3 2013 and 29 closed out, a net change of -3 holders.
  • The largest Fair Isaac buyer in Q3 2013 was Eagle Asset Management, an estimated $19.3M added.
  • The largest Fair Isaac seller in Q3 2013 was Wellington Management Group, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2013.