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Fair Isaac

529 hedge funds and large institutions have $9.11B invested in Fair Isaac in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 162 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 46

30% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $57.2M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

4% more funds holding

Funds holding: 510529 (+19)

3.46% more ownership

Funds ownership: 84.19%87.65% (+3.5%)

5% more capital invested

Capital invested by funds: $8.7B → $9.11B (+$413M)

22% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 208

Holders
529
Holders Change
+19
Holders Change %
+3.73%
% of All Funds
9.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
73
Increased
162
Reduced
208
Closed
46
Calls
$74.4M
Puts
$57.2M
Net Calls
+$17.3M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.22B -$57.2M -126,009 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.04B -$55M -121,197 -5%
VFCM
3
Valley Forge Capital Management
Florida
$397M
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$381M +$419M +923,790 New
LT
5
Lindsell Train
United Kingdom
$378M +$34.3M +75,475 +9%
State Street
6
State Street
Massachusetts
$334M +$2.87M +6,324 +0.8%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$271M -$2.26M -4,969 -0.8%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$247M -$1.89M -4,167 -0.7%
AC
9
AKO Capital
United Kingdom
$163M -$43.5M -95,728 -19%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$154M -$3.79M -8,360 -2%
AA
11
AF Advisors
California
$151M -$3.15M -6,949 -2%
Morgan Stanley
12
Morgan Stanley
New York
$148M +$4.94M +10,873 +3%
Boston Partners
13
Boston Partners
Massachusetts
$145M +$160M +351,689 New
KCM
14
Kensico Capital Management
Connecticut
$131M -$2.09M -4,600 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$123M +$9.48M +20,885 +8%
Northern Trust
16
Northern Trust
Illinois
$114M +$2.87M +6,321 +2%
GCM
17
Geneva Capital Management
Wisconsin
$110M +$4.88M +10,762 +4%
CS
18
Credit Suisse
Switzerland
$91.5M -$20.4M -44,846 -17%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$90.5M +$1.69M +3,715 +2%
Principal Financial Group
20
Principal Financial Group
Iowa
$83.8M -$7.1M -15,637 -7%
FCM
21
Frontier Capital Management
Massachusetts
$77.7M -$4.02M -8,850 -4%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$76.5M -$220M -484,966 -72%
HCL
23
Heard Capital LLC
Illinois
$75.4M -$18.2M -40,063 -18%
Legal & General Group
24
Legal & General Group
United Kingdom
$72.1M -$4.86M -10,712 -6%
RC
25
Rivulet Capital
New Jersey
$72M -$22.5M -49,600 -22%

FICO Hedge Fund Activity: Q3 2022 in Review

529 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fair Isaac (FICO) for Q3 2022, worth a combined $9.11B — up 4.7% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new FICO positions and 46 closed out — a net gain of 27 holders — while 162 added to existing stakes and 208 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $160M. The largest seller was T. Rowe Price Associates, cutting an estimated $220M.

  • 529 institutional investors held Fair Isaac (FICO) as of Q3 2022, up from 510 in Q2 2022.
  • Funds reported $9.11B of Fair Isaac stock for Q3 2022, up 4.7% quarter-over-quarter.
  • 73 funds opened new Fair Isaac positions in Q3 2022 and 46 closed out, a net change of +27 holders.
  • The largest Fair Isaac buyer in Q3 2022 was Boston Partners, an estimated $160M added.
  • The largest Fair Isaac seller in Q3 2022 was T. Rowe Price Associates, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2022.