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Fair Isaac

183 hedge funds and large institutions have $1.97B invested in Fair Isaac in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

53% more call options, than puts

Call options by funds: $4.32M | Put options by funds: $2.82M

15% more capital invested

Capital invested by funds: $1.71B → $1.97B (+$251M)

8% more funds holding

Funds holding: 169183 (+14)

0.99% more ownership

Funds ownership: 88.98%89.97% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

53% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 86

Holders
183
Holders Change
+14
Holders Change %
+8.28%
% of All Funds
5.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
28
Increased
40
Reduced
86
Closed
13
Calls
$4.32M
Puts
$2.82M
Net Calls
+$1.5M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Atlanta Capital Management
Georgia
$238M +$6.66M +116,519 +3%
RA
2
Royce & Associates
New York
$153M -$257K -4,500 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$136M -$2.13M -37,261 -2%
AI
4
Ariel Investments
Illinois
$121M +$2.41M +42,140 +2%
BFA
5
BlackRock Fund Advisors
California
$103M -$8.05M -140,869 -8%
VFA
6
Virtus Fund Advisers
Connecticut
$81.2M +$72.7M +1,272,922 New
State Street
7
State Street
Massachusetts
$79.7M -$2.74M -47,935 -4%
BIT
8
BlackRock Institutional Trust
California
$64.3M -$1.63M -28,581 -3%
Wells Fargo
9
Wells Fargo
California
$56M +$21.4M +374,985 +74%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$56M +$25M +437,050 +99%
VVP
11
Vulcan Value Partners
Alabama
$54M +$761K +13,315 +2%
Northern Trust
12
Northern Trust
Illinois
$44.3M -$2.78M -48,685 -7%
VNIM
13
Vaughan Nelson Investment Management
Texas
$42.7M -$21.5M -375,550 -36%
Norges Bank
14
Norges Bank
Norway
$42.1M +$18.9M +330,071 +100%
Brown Advisory
15
Brown Advisory
Maryland
$38.3M +$1.79M +31,323 +6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$37.5M +$862K +15,088 +3%
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$33.2M +$3.34M +58,525 +13%
Canada Life
18
Canada Life
Manitoba, Canada
$28.8M +$2.73M +47,814 +12%
Victory Capital Management
19
Victory Capital Management
Texas
$27.3M +$24.5M +428,744 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$25.9M -$1.4M -24,491 -6%
MAA
21
Managed Account Advisors
New Jersey
$22.3M -$9.35M -163,658 -32%
WCM
22
Wedge Capital Management
North Carolina
$21.4M +$2.4K +42 +0%
EAM
23
Eagle Asset Management
Florida
$19.6M -$7.84M -137,180 -31%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$19.6M +$17.6M +307,362 New
Wellington Management Group
25
Wellington Management Group
Massachusetts
$18.4M -$1.64M -28,765 -9%

FICO Hedge Fund Activity: Q2 2014 in Review

183 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Fair Isaac (FICO) for Q2 2014, worth a combined $1.97B — up 15% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FICO positions and 13 closed out — a net gain of 15 holders — while 40 added to existing stakes and 86 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25M. The largest seller was Suntrust Banks, cutting an estimated $75.6M.

  • 183 institutional investors held Fair Isaac (FICO) as of Q2 2014, up from 169 in Q1 2014.
  • Funds reported $1.97B of Fair Isaac stock for Q2 2014, up 15% quarter-over-quarter.
  • 28 funds opened new Fair Isaac positions in Q2 2014 and 13 closed out, a net change of +15 holders.
  • The largest Fair Isaac buyer in Q2 2014 was Fidelity Investments, an estimated $25M added.
  • The largest Fair Isaac seller in Q2 2014 was Suntrust Banks, an estimated $75.6M sold.

Based on aggregated 13F filings for Q2 2014.