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Intuit
INTU

598 hedge funds and large institutions have $23.6B invested in Intuit in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 180 increasing their positions, 247 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

15% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $76M

6% more funds holding

Funds holding: 564 → 598 (+34)

5% more capital invested

Capital invested by funds: $22.4B → $23.6B (+$1.22B)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

27% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 247

Holders
598
Holders Change
+34
Holders Change %
+6.03%
% of All Funds
15.95%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
76
Increased
180
Reduced
247
Closed
32
Calls
$87.5M
Puts
$76M
Net Calls
+$11.5M
Net Calls Change
-$112M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
2
American Century Companies
American Century Companies
Missouri
+$111M
3
Ameriprise
Ameriprise
Minnesota
+$98.3M
4
State Street
State Street
Massachusetts
+$60.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$120M
2
Citadel Advisors
Citadel Advisors
Florida
-$116M
3
Morgan Stanley
Morgan Stanley
New York
-$114M
4
Invesco
Invesco
Georgia
-$64.7M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WG
251
Winton Group
United Kingdom
$3.86M -$16.6M -186,140 -82%
BCM
252
Bridgeway Capital Management
Texas
$3.85M – – –
CYG
253
Clean Yield Group
Vermont
$3.83M -$95.2K -1,070 -3%
CIBC Asset Management
254
CIBC Asset Management
Ontario, Canada
$3.79M -$1.37M -15,410 -27%
CA
255
Cullinan Associates
Kentucky
$3.72M -$123K -1,380 -3%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$3.69M +$12.3K +138 +0.3%
MME
257
Meag Munich Ergo
Germany
$3.65M +$3.5M +39,336 New
Voloridge Investment Management
258
Voloridge Investment Management
Florida
$3.63M +$3.5M +39,340 New
B
259
BP
United Kingdom
$3.6M +$534K +6,000 +18%
MCC
260
Mid Continent Capital
Illinois
$3.59M -$2.22K -25 -0.1%
Janney Montgomery Scott
261
Janney Montgomery Scott
Pennsylvania
$3.59M +$12.3K +138 +0.4%
QGM
262
Quality Growth Management
California
$3.52M -$1.09M -12,262 -24%
NPA
263
Nichols & Pratt Advisers
Massachusetts
$3.52M +$276K +3,100 +9%
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$3.5M -$74.4K -836 -2%
HL
265
HeadInvest LLC
Maine
$3.41M -$12.9K -145 -0.4%
CSS
266
Cubist Systematic Strategies
Connecticut
$3.41M +$2.59M +29,137 +372%
RHFI
267
Reilly Herbert Faulkner III
$3.37M -$17.9K -201 -0.5%
SIM
268
Spark Investment Management
New York
$3.33M -$4.09M -46,000 -56%
Robeco Institutional Asset Management
269
Robeco Institutional Asset Management
Netherlands
$3.22M +$270K +3,041 +10%
GCP
270
GSA Capital Partners
United Kingdom
$3.19M +$2.58M +29,032 +519%
SCM
271
Stonebridge Capital Management
California
$3.17M -$8.89K -100 -0.3%
NMERB
272
New Mexico Educational Retirement Board
New Mexico
$3.17M -$320K -3,600 -9%
MC
273
Middleton & Co
Massachusetts
$3.13M -$21.8K -245 -0.7%
BBHC
274
Brown Brothers Harriman & Co
New York
$3.11M +$26.9K +302 +0.9%
WAM
275
World Asset Management
Michigan
$3.09M -$608K -6,830 -17%
9 10
11
12 13

INTU Hedge Fund Activity: Q4 2014 in Review

598 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2014, worth a combined $23.6B — up 5.5% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new INTU positions and 32 closed out — a net gain of 44 holders — while 180 added to existing stakes and 247 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $432M. The largest seller was Neuberger Berman Group, cutting an estimated $120M.

  • 598 institutional investors held Intuit (INTU) as of Q4 2014, up from 564 in Q3 2014.
  • Funds reported $23.6B of Intuit stock for Q4 2014, up 5.5% quarter-over-quarter.
  • 76 funds opened new Intuit positions in Q4 2014 and 32 closed out, a net change of +44 holders.
  • The largest Intuit buyer in Q4 2014 was Fidelity Investments, an estimated $432M added.
  • The largest Intuit seller in Q4 2014 was Neuberger Berman Group, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2014.