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Fair Isaac

287 hedge funds and large institutions have $4.38B invested in Fair Isaac in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 78 increasing their positions, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

9% more capital invested

Capital invested by funds: $4.02B → $4.38B (+$368M)

3% more funds holding

Funds holding: 278287 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.33% less ownership

Funds ownership: 87.42%86.09% (-1.3%)

35% less call options, than puts

Call options by funds: $9.96M | Put options by funds: $15.2M

36% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 121

Holders
287
Holders Change
+9
Holders Change %
+3.24%
% of All Funds
6.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
78
Reduced
121
Closed
25
Calls
$9.96M
Puts
$15.2M
Net Calls
-$5.25M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$587M +$44.5M +266,660 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$429M -$7.59M -45,458 -2%
ACM
3
Atlanta Capital Management
Georgia
$429M -$3.77M -22,597 -0.9%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$228M -$67.2M -402,453 -23%
State Street
5
State Street
Massachusetts
$170M -$3.61M -21,593 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$126M +$32M +191,728 +35%
Invesco
7
Invesco
Georgia
$113M -$890K -5,332 -0.8%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$97M +$15.6M +93,248 +19%
Northern Trust
9
Northern Trust
Illinois
$87.5M -$761K -4,556 -0.9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$82M +$1.15M +6,881 +1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$73.4M +$4.65M +27,855 +7%
RA
12
Royce & Associates
New York
$68M -$8.35M -50,018 -11%
AC
13
AKO Capital
United Kingdom
$59.6M -$254K -1,520 -0.4%
Norges Bank
14
Norges Bank
Norway
$59.3M -$5.44M -32,583 -9%
AQR Capital Management
15
AQR Capital Management
Connecticut
$58.3M -$2.44M -14,591 -4%
Ameriprise
16
Ameriprise
Minnesota
$56.2M -$4.09M -24,463 -7%
Principal Financial Group
17
Principal Financial Group
Iowa
$56M +$1.9M +11,372 +4%
Bank of America
18
Bank of America
North Carolina
$54.5M +$7.86M +47,071 +17%
Brown Advisory
19
Brown Advisory
Maryland
$53.8M +$181K +1,085 +0.3%
TCM
20
TimesSquare Capital Management
New York
$49.7M +$1.88M +11,250 +4%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$47.9M -$8.46M -50,675 -15%
Handelsbanken Fonder
22
Handelsbanken Fonder
Sweden
$47.4M +$5.01M +30,000 +12%
Victory Capital Management
23
Victory Capital Management
Texas
$47.3M +$7.74M +46,365 +20%
JP Morgan Chase
24
JP Morgan Chase
New York
$47.1M -$3.09M -18,514 -6%
AI
25
Ariel Investments
Illinois
$45.3M -$908K -5,436 -2%

FICO Hedge Fund Activity: Q1 2018 in Review

287 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fair Isaac (FICO) for Q1 2018, worth a combined $4.38B — up 9.2% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FICO positions and 25 closed out — a net gain of 15 holders — while 78 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $44.5M. The largest seller was Neuberger Berman Group, cutting an estimated $67.2M.

  • 287 institutional investors held Fair Isaac (FICO) as of Q1 2018, up from 278 in Q4 2017.
  • Funds reported $4.38B of Fair Isaac stock for Q1 2018, up 9.2% quarter-over-quarter.
  • 40 funds opened new Fair Isaac positions in Q1 2018 and 25 closed out, a net change of +15 holders.
  • The largest Fair Isaac buyer in Q1 2018 was BlackRock, an estimated $44.5M added.
  • The largest Fair Isaac seller in Q1 2018 was Neuberger Berman Group, an estimated $67.2M sold.

Based on aggregated 13F filings for Q1 2018.