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Fair Isaac

211 hedge funds and large institutions have $2.55B invested in Fair Isaac in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

3% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 79

2% more capital invested

Capital invested by funds: $2.51B → $2.55B (+$43.3M)

1% more funds holding

Funds holding: 209211 (+2)

0.56% more ownership

Funds ownership: 90.25%90.81% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

14% less call options, than puts

Call options by funds: $8.66M | Put options by funds: $10.1M

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
5.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
23
Increased
81
Reduced
79
Closed
21
Calls
$8.66M
Puts
$10.1M
Net Calls
-$1.41M
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Atlanta Capital Management
Georgia
$290M -$1.2M -13,378 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$191M +$2.53M +28,243 +1%
BFA
3
BlackRock Fund Advisors
California
$145M -$3.33M -37,094 -2%
RA
4
Royce & Associates
New York
$120M -$31.2M -347,800 -21%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$114M +$13.5M +150,915 +14%
VFA
6
Virtus Fund Advisers
Connecticut
$112M +$1.67M +18,645 +2%
State Street
7
State Street
Massachusetts
$95.7M -$8.29M -92,364 -8%
FCM
8
Frontier Capital Management
Massachusetts
$80.8M +$19M +211,326 +31%
BIT
9
BlackRock Institutional Trust
California
$78.9M -$4.4M -49,002 -5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$73.1M +$7.86M +87,600 +12%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$60.3M +$383K +4,273 +0.6%
Northern Trust
12
Northern Trust
Illinois
$58.7M +$585K +6,516 +1%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$57.2M +$10.3M +114,790 +22%
Invesco
14
Invesco
Georgia
$55.3M +$44.9M +500,228 +459%
AI
15
Ariel Investments
Illinois
$54.8M -$36.1M -401,965 -40%
Brown Advisory
16
Brown Advisory
Maryland
$52.8M -$18.4M -204,908 -26%
Canada Life
17
Canada Life
Manitoba, Canada
$40.1M -$3.05M -33,995 -7%
TLCM
18
Tiger Legatus Capital Management
New York
$38.1M +$2.24M +25,000 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$35.5M +$966K +10,764 +3%
SAM
20
Scopus Asset Management
New York
$29.4M +$15.1M +168,333 +109%
Norges Bank
21
Norges Bank
Norway
$29.1M +$1.62M +18,024 +6%
Luther King Capital Management (LKCM)
22
Luther King Capital Management (LKCM)
Texas
$28.7M -$1.24M -13,790 -4%
MAA
23
Managed Account Advisors
New Jersey
$26.8M -$869K -9,687 -3%
EAM
24
Edge Asset Management
Washington
$25.3M +$3.49M +38,857 +16%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$23.4M

FICO Hedge Fund Activity: Q2 2015 in Review

211 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Fair Isaac (FICO) for Q2 2015, worth a combined $2.55B — up 1.7% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FICO positions and 21 closed out — a net gain of 2 holders — while 81 added to existing stakes and 79 trimmed.

The largest buyer was Invesco, adding an estimated $44.9M. The largest seller was Ariel Investments, cutting an estimated $36.1M.

  • 211 institutional investors held Fair Isaac (FICO) as of Q2 2015, up from 209 in Q1 2015.
  • Funds reported $2.55B of Fair Isaac stock for Q2 2015, up 1.7% quarter-over-quarter.
  • 23 funds opened new Fair Isaac positions in Q2 2015 and 21 closed out, a net change of +2 holders.
  • The largest Fair Isaac buyer in Q2 2015 was Invesco, an estimated $44.9M added.
  • The largest Fair Isaac seller in Q2 2015 was Ariel Investments, an estimated $36.1M sold.

Based on aggregated 13F filings for Q2 2015.