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645 hedge funds and large institutions have $23.7B invested in Intuit in 2016 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 222 increasing their positions, 263 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 49

1% less funds holding

Funds holding: 654645 (-9)

6% less capital invested

Capital invested by funds: $25.2B → $23.7B (-$1.55B)

16% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 263

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

47% less call options, than puts

Call options by funds: $45.6M | Put options by funds: $85.9M

Holders
645
Holders Change
-9
Holders Change %
-1.38%
% of All Funds
17.21%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
48
Increased
222
Reduced
263
Closed
49
Calls
$45.6M
Puts
$85.9M
Net Calls
-$40.3M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JRP
251
Jasper Ridge Partners
California
$4.27M
PAM
252
Panagora Asset Management
Massachusetts
$4.2M -$9.32M -83,350 -69%
DADC
253
D.A. Davidson & Co
Montana
$4.18M +$41.4K +370 +1%
Mitsubishi UFJ Asset Management
254
Mitsubishi UFJ Asset Management
Japan
$4.12M +$102K +915 +3%
PDN
255
Pensionfund DSM Netherlands
Netherlands
$4.07M
MPA
256
Marvin & Palmer Associates
Delaware
$4.03M +$2.01M +18,005 +97%
LCM
257
Liberty Capital Management
Michigan
$3.92M +$53.8K +481 +1%
SB
258
Suntrust Banks
Georgia
$3.92M +$542K +4,845 +16%
XK
259
Xact Kapitalforvaltning
Sweden
$3.84M +$3.91M +34,915 New
DILH
260
Dai-ichi Life Holdings
Japan
$3.81M -$1.83M -16,366 -32%
JMPWA
261
JP Morgan Private Wealth Advisors
California
$3.79M +$110K +979 +3%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$3.77M -$376K -3,359 -9%
Envestnet Asset Management
263
Envestnet Asset Management
Illinois
$3.71M -$1.45M -12,975 -28%
CCM
264
Cadence Capital Management
Massachusetts
$3.7M -$493K -4,410 -12%
MSA
265
Mason Street Advisors
Wisconsin
$3.65M -$147K -1,315 -4%
HNB
266
Huntington National Bank
Ohio
$3.57M +$3.61M +32,277 +15,900%
NFA
267
Nuveen Fund Advisors
Illinois
$3.55M -$278K -2,488 -7%
HL
268
HeadInvest LLC
Maine
$3.55M -$180K -1,610 -5%
NCGI
269
Next Century Growth Investors
Minnesota
$3.54M -$87.5K -782 -2%
AHC
270
Anderson Hoagland & Co
Missouri
$3.54M -$342K -3,061 -9%
SCM
271
Stonebridge Capital Management
California
$3.49M -$67.1K -600 -2%
JSA
272
Jacobson & Schmitt Advisors
Wisconsin
$3.47M +$14.8K +132 +0.4%
GP
273
GLG Partners
United Kingdom
$3.46M +$3.52M +31,443 New
ZIG
274
Zurich Insurance Group
Switzerland
$3.42M +$3.48M +31,124 New
ECML
275
Eagle Capital Management (Louisiana)
Louisiana
$3.42M +$152K +1,356 +5%

INTU Hedge Fund Activity: Q3 2016 in Review

645 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2016, worth a combined $23.7B — down 6.2% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of INTU and 48 opened new positions — a net loss of 1 holder — while 263 trimmed existing stakes and 222 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $185M. The largest seller was Winslow Capital Management, cutting an estimated $335M.

  • 645 institutional investors held Intuit (INTU) as of Q3 2016, down from 654 in Q2 2016.
  • Funds reported $23.7B of Intuit stock for Q3 2016, down 6.2% quarter-over-quarter.
  • 48 funds opened new Intuit positions in Q3 2016 and 49 closed out, a net change of -1 holder.
  • The largest Intuit buyer in Q3 2016 was T. Rowe Price Associates, an estimated $185M added.
  • The largest Intuit seller in Q3 2016 was Winslow Capital Management, an estimated $335M sold.

Based on aggregated 13F filings for Q3 2016.