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Fair Isaac

210 hedge funds and large institutions have $2.38B invested in Fair Isaac in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $4.39M | Put options by funds: $3.49M

12% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 74

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

0.11% less ownership

Funds ownership: 90.81%90.7% (-0.11%)

0% less funds holding

Funds holding: 211210 (-1)

7% less capital invested

Capital invested by funds: $2.55B → $2.38B (-$177M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
5.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
24
Increased
83
Reduced
74
Closed
24
Calls
$4.39M
Puts
$3.49M
Net Calls
+$905K
Net Calls Change
+$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Atlanta Capital Management
Georgia
$273M +$2.84M +32,256 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M +$3.98M +45,198 +2%
BFA
3
BlackRock Fund Advisors
California
$133M -$1.85M -20,943 -1%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$123M +$17.5M +198,300 +16%
VFA
5
Virtus Fund Advisers
Connecticut
$102M -$2.09M -23,700 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$102M +$35.5M +402,461 +50%
RA
7
Royce & Associates
New York
$95.7M -$16.2M -184,300 -14%
State Street
8
State Street
Massachusetts
$86M -$3.18M -36,057 -3%
BIT
9
BlackRock Institutional Trust
California
$73.9M +$435K +4,940 +0.6%
FCM
10
Frontier Capital Management
Massachusetts
$72.5M -$2.81M -31,871 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$69.8M +$17.2M +195,521 +31%
Northern Trust
12
Northern Trust
Illinois
$56.5M +$1.94M +22,047 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$54.4M -$1.74M -19,779 -3%
Invesco
14
Invesco
Georgia
$53M +$1.56M +17,651 +3%
AI
15
Ariel Investments
Illinois
$41.9M -$9.48M -107,585 -18%
Canada Life
16
Canada Life
Manitoba, Canada
$38.1M +$678K +7,693 +2%
Brown Advisory
17
Brown Advisory
Maryland
$34.1M -$15.7M -177,929 -31%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$33.1M +$106K +1,205 +0.3%
TLCM
19
Tiger Legatus Capital Management
New York
$30.8M -$4.85M -55,000 -13%
Bank of America
20
Bank of America
North Carolina
$30M +$26.9M +305,585 +615%
EAM
21
Edge Asset Management
Washington
$26.9M +$3.45M +39,108 +14%
Luther King Capital Management (LKCM)
22
Luther King Capital Management (LKCM)
Texas
$26.8M +$100K +1,135 +0.4%
Norges Bank
23
Norges Bank
Norway
$23.9M -$3.26M -36,941 -12%
AQR Capital Management
24
AQR Capital Management
Connecticut
$23.6M +$4.7M +53,344 +24%
JP Morgan Chase
25
JP Morgan Chase
New York
$22.7M +$1.2M +13,595 +5%

FICO Hedge Fund Activity: Q3 2015 in Review

210 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Fair Isaac (FICO) for Q3 2015, worth a combined $2.38B — down 6.9% from $2.55B a quarter earlier.

Fund positioning in FICO was balanced in Q3 2015: 24 funds opened new positions, 24 closed out, 83 added to existing stakes and 74 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $35.5M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $29.4M sold.

  • 210 institutional investors held Fair Isaac (FICO) as of Q3 2015, down from 211 in Q2 2015.
  • Funds reported $2.38B of Fair Isaac stock for Q3 2015, down 6.9% quarter-over-quarter.
  • 24 funds opened new Fair Isaac positions in Q3 2015 and 24 closed out, a net change of 0 holders.
  • The largest Fair Isaac buyer in Q3 2015 was Fidelity Investments, an estimated $35.5M added.
  • The largest Fair Isaac seller in Q3 2015 was Scopus Asset Management, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2015.