Fair Isaac
FICO
827 hedge funds and large institutions have $32.6B invested in Fair Isaac in 2024 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 256 increasing their positions, 333 reducing their positions, and 74 closing their positions.
73% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 74
23% more capital invested
Capital invested by funds: $26.5B → $32.6B (+$6.08B)
17% more funds holding in top 10
Funds holding in top 10: 18 → 21 (+3)
5% more funds holding
Funds holding: 786 → 827 (+41)
3.31% more ownership
Funds ownership: 85.61% → 88.92% (+3.3%)
23% less repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 333
37% less call options, than puts
Call options by funds: $243M | Put options by funds: $385M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$635M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$343M |
| 3 |
Jennison Associates
New York
|
+$226M |
| 4 |
Morgan Stanley
New York
|
+$128M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$109M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$79.5M |
| 3 |
LT
Lindsell Train
London,
United Kingdom
|
-$79.3M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$78.5M |
| 5 |
Neuberger Berman Group
New York
|
-$69.8M |
FICO Hedge Fund Activity: Q2 2024 in Review
827 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Fair Isaac (FICO) for Q2 2024, worth a combined $32.6B — up 23% from $26.5B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new FICO positions and 74 closed out — a net gain of 54 holders — while 256 added to existing stakes and 333 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $635M. The largest seller was Citadel Advisors, cutting an estimated $109M.
- 827 institutional investors held Fair Isaac (FICO) as of Q2 2024, up from 786 in Q1 2024.
- Funds reported $32.6B of Fair Isaac stock for Q2 2024, up 23% quarter-over-quarter.
- 128 funds opened new Fair Isaac positions in Q2 2024 and 74 closed out, a net change of +54 holders.
- The largest Fair Isaac buyer in Q2 2024 was JP Morgan Chase, an estimated $635M added.
- The largest Fair Isaac seller in Q2 2024 was Citadel Advisors, an estimated $109M sold.
Based on aggregated 13F filings for Q2 2024.