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556 hedge funds and large institutions have $19.9B invested in Intuit in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 230 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

69% more call options, than puts

Call options by funds: $119M | Put options by funds: $70.3M

3% more funds holding

Funds holding: 539556 (+17)

0% more capital invested

Capital invested by funds: $19.8B → $19.9B (+$47M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

18% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 230

Holders
556
Holders Change
+17
Holders Change %
+3.15%
% of All Funds
16.06%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.4%
New
55
Increased
188
Reduced
230
Closed
30
Calls
$119M
Puts
$70.3M
Net Calls
+$48.7M
Net Calls Change
+$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
226
Polar Capital
United Kingdom
$4.82M -$229K -3,000 -5%
AAC
227
Asset Advisors Corp
Georgia
$4.77M +$30.5K +400 +0.7%
WDA
228
Wendell David Associates
New Hampshire
$4.74M +$66.8K +875 +1%
CW
229
Cobiz Wealth
Colorado
$4.7M +$4.62M +60,498 New
Royal London Asset Management
230
Royal London Asset Management
United Kingdom
$4.67M -$108K -1,409 -2%
TTWM
231
TCV Trust & Wealth Management
Virginia
$4.64M -$134K -1,761 -3%
LPL Financial
232
LPL Financial
California
$4.57M +$75.9K +994 +2%
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$4.5M +$36.7K +481 +0.8%
OPERF
234
Oregon Public Employees Retirement Fund
Oregon
$4.36M +$395K +5,180 +10%
NSAM
235
North Star Asset Management
Wisconsin
$4.32M -$48.9K -640 -1%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$4.28M -$204K -2,674 -5%
COPPSERS
237
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.22M -$6.79K -89 -0.2%
CSIC
238
Clifford Swan Investment Counsel
California
$4.22M -$458K -6,000 -10%
LBG
239
Lloyds Banking Group
United Kingdom
$4.18M -$190K -2,487 -4%
Mitsubishi UFJ Asset Management
240
Mitsubishi UFJ Asset Management
Japan
$4.15M -$830K -10,874 -17%
URS
241
Utah Retirement Systems
Utah
$4.15M +$30.5K +400 +0.8%
Nomura Holdings
242
Nomura Holdings
Japan
$4.13M +$863K +11,310 +27%
SB
243
Suntrust Banks
Georgia
$3.94M -$865K -11,333 -18%
ECM
244
Empire Capital Management
Connecticut
$3.89M +$3.82M +50,000 New
JRP
245
Jasper Ridge Partners
California
$3.86M
OA
246
Outfitter Advisors
Virginia
$3.81M -$170K -2,225 -4%
QGM
247
Quality Growth Management
California
$3.8M
ACM
248
Alta Capital Management
Utah
$3.78M +$381K +4,993 +11%
BCM
249
Bridgeway Capital Management
Texas
$3.75M
ZIM
250
Zacks Investment Management
Illinois
$3.73M +$2.74M +35,856 +297%

INTU Hedge Fund Activity: Q1 2014 in Review

556 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2014, worth a combined $19.9B — up 0.24% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new INTU positions and 30 closed out — a net gain of 25 holders — while 188 added to existing stakes and 230 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $256M.

  • 556 institutional investors held Intuit (INTU) as of Q1 2014, up from 539 in Q4 2013.
  • Funds reported $19.9B of Intuit stock for Q1 2014, up 0.24% quarter-over-quarter.
  • 55 funds opened new Intuit positions in Q1 2014 and 30 closed out, a net change of +25 holders.
  • The largest Intuit buyer in Q1 2014 was Citadel Advisors, an estimated $139M added.
  • The largest Intuit seller in Q1 2014 was Capital World Investors, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2014.