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573 hedge funds and large institutions have $20.6B invested in Intuit in 2014 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 186 increasing their positions, 238 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

3% more funds holding

Funds holding: 556573 (+17)

4% more capital invested

Capital invested by funds: $19.9B → $20.6B (+$699M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

16% less call options, than puts

Call options by funds: $46.1M | Put options by funds: $55.1M

22% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 238

Holders
573
Holders Change
+17
Holders Change %
+3.06%
% of All Funds
16.47%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.37%
New
56
Increased
186
Reduced
238
Closed
35
Calls
$46.1M
Puts
$55.1M
Net Calls
-$9M
Net Calls Change
-$57.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WDA
226
Wendell David Associates
New Hampshire
$4.92M -$5.79K -75 -0.1%
CW
227
Cobiz Wealth
Colorado
$4.86M -$12.7K -165 -0.3%
OPERF
228
Oregon Public Employees Retirement Fund
Oregon
$4.71M +$185K +2,400 +4%
TTWM
229
TCV Trust & Wealth Management
Virginia
$4.68M -$117K -1,517 -3%
FMT
230
First Mercantile Trust
Tennessee
$4.65M -$4.97M -64,444 -53%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$4.56M -$106K -1,374 -2%
ARTA
232
A.R.T. Advisors
New York
$4.47M -$3.26M -42,224 -43%
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$4.43M +$617 +8 +0%
CSIC
234
Clifford Swan Investment Counsel
California
$4.38M +$17.4K +225 +0.4%
NSAM
235
North Star Asset Management
Wisconsin
$4.31M -$160K -2,075 -4%
Mitsubishi UFJ Asset Management
236
Mitsubishi UFJ Asset Management
Japan
$4.27M -$33.6K -435 -0.8%
COPPSERS
237
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.19M -$176K -2,285 -4%
QGM
238
Quality Growth Management
California
$4.07M
CSS
239
Cubist Systematic Strategies
Connecticut
$4.06M +$3.89M +50,390 New
JRP
240
Jasper Ridge Partners
California
$4M
ACM
241
Alta Capital Management
Utah
$3.99M +$69.3K +898 +2%
URS
242
Utah Retirement Systems
Utah
$3.96M -$324K -4,200 -8%
OA
243
Outfitter Advisors
Virginia
$3.94M -$5.79K -75 -0.2%
ZIM
244
Zacks Investment Management
Illinois
$3.92M +$55.9K +725 +2%
AHC
245
Anderson Hoagland & Co
Missouri
$3.81M +$2.31K +30 +0.1%
Robeco Institutional Asset Management
246
Robeco Institutional Asset Management
Netherlands
$3.76M -$22K -285 -0.6%
OTPPB
247
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.75M +$98.1K +1,272 +3%
CCM
248
Carderock Capital Management
Maryland
$3.73M -$3.78K -49 -0.1%
OI
249
Oakbrook Investments
Illinois
$3.61M +$3.46M +44,850 New
CYG
250
Clean Yield Group
Vermont
$3.55M

INTU Hedge Fund Activity: Q2 2014 in Review

573 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2014, worth a combined $20.6B — up 3.5% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new INTU positions and 35 closed out — a net gain of 21 holders — while 186 added to existing stakes and 238 trimmed.

The largest buyer was Norges Bank, adding an estimated $159M. The largest seller was Macquarie Group, cutting an estimated $475M.

  • 573 institutional investors held Intuit (INTU) as of Q2 2014, up from 556 in Q1 2014.
  • Funds reported $20.6B of Intuit stock for Q2 2014, up 3.5% quarter-over-quarter.
  • 56 funds opened new Intuit positions in Q2 2014 and 35 closed out, a net change of +21 holders.
  • The largest Intuit buyer in Q2 2014 was Norges Bank, an estimated $159M added.
  • The largest Intuit seller in Q2 2014 was Macquarie Group, an estimated $475M sold.

Based on aggregated 13F filings for Q2 2014.