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Fair Isaac

169 hedge funds and large institutions have $1.71B invested in Fair Isaac in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 60

1.63% less ownership

Funds ownership: 90.62%88.98% (-1.6%)

2% less funds holding

Funds holding: 173169 (-4)

11% less call options, than puts

Call options by funds: $2.99M | Put options by funds: $3.37M

13% less capital invested

Capital invested by funds: $1.96B → $1.71B (-$249M)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
169
Holders Change
-4
Holders Change %
-2.31%
% of All Funds
4.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
13
Increased
66
Reduced
60
Closed
16
Calls
$2.99M
Puts
$3.37M
Net Calls
-$386K
Net Calls Change
-$2.16M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Atlanta Capital Management
Georgia
$200M -$735K -13,298 -0.4%
RA
2
Royce & Associates
New York
$133M
Vanguard Group
3
Vanguard Group
Pennsylvania
$120M +$4.36M +78,950 +4%
AI
4
Ariel Investments
Illinois
$103M -$2.19M -39,580 -2%
BFA
5
BlackRock Fund Advisors
California
$96.8M +$101K +1,824 +0.1%
SB
6
Suntrust Banks
Georgia
$77.5M +$9.59M +173,560 +14%
State Street
7
State Street
Massachusetts
$71.8M +$3.45M +62,361 +5%
VNIM
8
Vaughan Nelson Investment Management
Texas
$57.8M -$1.99M -36,100 -3%
BIT
9
BlackRock Institutional Trust
California
$57.3M +$819K +14,818 +1%
VVP
10
Vulcan Value Partners
Alabama
$46.1M +$1.2M +21,670 +3%
Allianz Asset Management
11
Allianz Asset Management
Germany
$46.1M -$32.2M -582,137 -41%
Northern Trust
12
Northern Trust
Illinois
$41.2M -$2.43M -43,993 -6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$31.7M +$928K +16,805 +3%
Brown Advisory
14
Brown Advisory
Maryland
$31.5M +$6.99M +126,504 +29%
MAA
15
Managed Account Advisors
New Jersey
$28.4M -$5.31M -96,128 -16%
Wells Fargo
16
Wells Fargo
California
$27.9M +$27.3M +494,808 +5,366%
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$25.6M +$366K +6,630 +1%
EAM
18
Eagle Asset Management
Florida
$24.6M +$5.77M +104,452 +31%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$24.4M -$2.48M -44,850 -9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$23.8M -$2.34M -42,391 -9%
Canada Life
21
Canada Life
Manitoba, Canada
$22.3M -$93K -1,684 -0.4%
WCM
22
Wedge Capital Management
North Carolina
$18.6M -$668K -12,091 -3%
Norges Bank
23
Norges Bank
Norway
$18.3M
Wellington Management Group
24
Wellington Management Group
Massachusetts
$17.6M +$635K +11,494 +4%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$15.2M +$221K +4,000 +1%

FICO Hedge Fund Activity: Q1 2014 in Review

169 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Fair Isaac (FICO) for Q1 2014, worth a combined $1.71B — down 13% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FICO and 13 opened new positions — a net loss of 3 holders — while 60 trimmed existing stakes and 66 added.

The largest buyer was Wells Fargo, adding an estimated $27.3M. The largest seller was Allianz Asset Management, cutting an estimated $32.2M.

  • 169 institutional investors held Fair Isaac (FICO) as of Q1 2014, down from 173 in Q4 2013.
  • Funds reported $1.71B of Fair Isaac stock for Q1 2014, down 13% quarter-over-quarter.
  • 13 funds opened new Fair Isaac positions in Q1 2014 and 16 closed out, a net change of -3 holders.
  • The largest Fair Isaac buyer in Q1 2014 was Wells Fargo, an estimated $27.3M added.
  • The largest Fair Isaac seller in Q1 2014 was Allianz Asset Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q1 2014.