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726 hedge funds and large institutions have $25.6B invested in Intuit in 2017 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 241 increasing their positions, 281 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 39

28% more call options, than puts

Call options by funds: $133M | Put options by funds: $104M

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

5% more funds holding

Funds holding: 692726 (+34)

2% more capital invested

Capital invested by funds: $25.1B → $25.6B (+$451M)

0.8% more ownership

Funds ownership: 85.35%86.15% (+0.8%)

14% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 281

Holders
726
Holders Change
+34
Holders Change %
+4.91%
% of All Funds
18.07%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.57%
New
86
Increased
241
Reduced
281
Closed
39
Calls
$133M
Puts
$104M
Net Calls
+$29.5M
Net Calls Change
+$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
226
Sumitomo Mitsui DS Asset Management
Japan
$7.09M -$36.2M -302,398 -83%
Lazard Asset Management
227
Lazard Asset Management
New York
$7.01M -$4.7M -39,183 -39%
MJRIC
228
Mogy Joel R Investment Counsel
California
$6.9M +$1.42M +11,810 +25%
NSAM
229
North Star Asset Management
Wisconsin
$6.82M -$109K -908 -2%
VFCM
230
Valley Forge Capital Management
Florida
$6.79M
PIA
231
Piedmont Investment Advisors
North Carolina
$6.75M +$53.3K +445 +0.8%
EIM
232
Essex Investment Management
Massachusetts
$6.69M -$97.4K -813 -1%
WDA
233
Wendell David Associates
New Hampshire
$6.63M -$171K -1,425 -2%
OTPPB
234
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.62M -$358K -2,986 -5%
OA
235
Outfitter Advisors
Virginia
$6.56M -$491K -4,100 -7%
RJA
236
Raymond James & Associates
Florida
$6.55M -$2.04M -16,982 -23%
NLGIA
237
Nippon Life Global Investors Americas
New York
$6.53M -$840K -7,010 -11%
ZIM
238
Zacks Investment Management
Illinois
$6.52M +$266K +2,218 +4%
Bank of Nova Scotia
239
Bank of Nova Scotia
Ontario, Canada
$6.45M +$5.99M +50,016 +894%
Public Sector Pension Investment Board (PSP Investments)
240
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.42M +$168K +1,400 +3%
BCM
241
Bridgeway Capital Management
Texas
$6.4M +$6.62M +55,200 New
EIM
242
ExxonMobil Investment Management
Texas
$6.26M -$297K -2,479 -4%
Zurich Cantonal Bank
243
Zurich Cantonal Bank
Switzerland
$6.08M
AAM
244
Aberdeen Asset Management
United Kingdom
$5.82M +$909K +7,581 +18%
CW
245
Cobiz Wealth
Colorado
$5.79M +$15K +125 +0.3%
PPCM
246
Pillar Pacific Capital Management
California
$5.76M +$171K +1,430 +3%
FAF
247
Fjarde Ap-fonden
Sweden
$5.75M -$382K -3,190 -6%
CC
248
Cipher Capital
New York
$5.75M +$5.94M +49,594 New
MF
249
Magnetar Financial
Illinois
$5.71M +$5.9M +49,195 New
NMIMC
250
Northwestern Mutual Investment Management Company
Wisconsin
$5.7M +$2.53M +21,119 +75%

INTU Hedge Fund Activity: Q1 2017 in Review

726 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2017, worth a combined $25.6B — up 1.8% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new INTU positions and 39 closed out — a net gain of 47 holders — while 241 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $1.95B. The largest seller was Capital Research Global Investors, cutting an estimated $504M.

  • 726 institutional investors held Intuit (INTU) as of Q1 2017, up from 692 in Q4 2016.
  • Funds reported $25.6B of Intuit stock for Q1 2017, up 1.8% quarter-over-quarter.
  • 86 funds opened new Intuit positions in Q1 2017 and 39 closed out, a net change of +47 holders.
  • The largest Intuit buyer in Q1 2017 was BlackRock, an estimated $1.95B added.
  • The largest Intuit seller in Q1 2017 was Capital Research Global Investors, an estimated $504M sold.

Based on aggregated 13F filings for Q1 2017.