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Fair Isaac

469 hedge funds and large institutions have $10.6B invested in Fair Isaac in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 140 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 35

31% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 140

5% more funds holding

Funds holding: 445469 (+24)

2% more call options, than puts

Call options by funds: $62.6M | Put options by funds: $61.3M

0% more capital invested

Capital invested by funds: $10.6B → $10.6B (+$39.1M)

1.18% less ownership

Funds ownership: 87.22%86.04% (-1.2%)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
469
Holders Change
+24
Holders Change %
+5.39%
% of All Funds
9.46%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
59
Increased
184
Reduced
140
Closed
35
Calls
$62.6M
Puts
$61.3M
Net Calls
+$1.34M
Net Calls Change
-$74.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.91B +$74.4M +175,281 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.16B -$46.4M -109,339 -4%
MCM
3
Melvin Capital Management
New York
$479M +$29.3M +69,000 +7%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$397M -$22.2M -52,272 -5%
State Street
5
State Street
Massachusetts
$395M -$5.92M -13,949 -1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$292M -$189M -445,579 -39%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$205M +$33.4M +78,637 +19%
WCM Investment Management
8
WCM Investment Management
California
$189M +$16M +37,752 +9%
AA
9
AF Advisors
California
$162M -$712K -1,677 -0.4%
AC
10
AKO Capital
United Kingdom
$154M -$3.16M -7,437 -2%
VFCM
11
Valley Forge Capital Management
Florida
$145M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$139M -$6.18M -14,553 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$136M -$7.92M -18,636 -6%
AllianceBernstein
14
AllianceBernstein
Tennessee
$133M +$3.53M +8,309 +3%
Victory Capital Management
15
Victory Capital Management
Texas
$126M +$189K +444 +0.2%
Principal Financial Group
16
Principal Financial Group
Iowa
$123M +$5.13M +12,078 +4%
Capital Research Global Investors
17
Capital Research Global Investors
California
$123M +$425 +1 +0%
Northern Trust
18
Northern Trust
Illinois
$120M -$3.89M -9,152 -3%
Norges Bank
19
Norges Bank
Norway
$119M +$2.49M +5,872 +2%
GCM
20
Geneva Capital Management
Wisconsin
$114M +$2.72M +6,413 +2%
ACM
21
Atlanta Capital Management
Georgia
$107M -$136K -321 -0.1%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$102M -$11.2M -26,416 -10%
Invesco
23
Invesco
Georgia
$95.9M -$13.4M -31,533 -12%
American Century Companies
24
American Century Companies
Missouri
$90.8M +$32.5M +76,498 +56%
EAM
25
Eagle Asset Management
Florida
$86.6M -$299K -704 -0.3%

FICO Hedge Fund Activity: Q3 2020 in Review

469 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fair Isaac (FICO) for Q3 2020, worth a combined $10.6B — up 0.37% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FICO positions and 35 closed out — a net gain of 24 holders — while 184 added to existing stakes and 140 trimmed.

The largest buyer was BlackRock, adding an estimated $74.4M. The largest seller was Wellington Management Group, cutting an estimated $189M.

  • 469 institutional investors held Fair Isaac (FICO) as of Q3 2020, up from 445 in Q2 2020.
  • Funds reported $10.6B of Fair Isaac stock for Q3 2020, up 0.37% quarter-over-quarter.
  • 59 funds opened new Fair Isaac positions in Q3 2020 and 35 closed out, a net change of +24 holders.
  • The largest Fair Isaac buyer in Q3 2020 was BlackRock, an estimated $74.4M added.
  • The largest Fair Isaac seller in Q3 2020 was Wellington Management Group, an estimated $189M sold.

Based on aggregated 13F filings for Q3 2020.