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692 hedge funds and large institutions have $25.1B invested in Intuit in 2016 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 207 increasing their positions, 280 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

85.35% more ownership

Funds ownership: 0%85.35% (+85%)

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

7% more funds holding

Funds holding: 645692 (+47)

6% more capital invested

Capital invested by funds: $23.7B → $25.1B (+$1.43B)

26% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 280

28% less call options, than puts

Call options by funds: $78.8M | Put options by funds: $109M

Holders
692
Holders Change
+47
Holders Change %
+7.29%
% of All Funds
17.3%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.47%
New
93
Increased
207
Reduced
280
Closed
34
Calls
$78.8M
Puts
$109M
Net Calls
-$30M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
276
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.03M +$2.09M +18,700 +114%
TAM
277
Trillium Asset Management
Massachusetts
$4.01M -$573K -5,115 -13%
Envestnet Asset Management
278
Envestnet Asset Management
Illinois
$3.99M +$128K +1,143 +3%
LSA
279
L & S Advisors
California
$3.84M +$3.75M +33,500 New
MSA
280
Mason Street Advisors
Wisconsin
$3.82M +$23.2K +207 +0.6%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$3.74M -$184K -1,644 -5%
Nordea Investment Management
282
Nordea Investment Management
Sweden
$3.71M +$170K +1,518 +5%
BA
283
Bridgewater Associates
Connecticut
$3.7M +$3.62M +32,300 New
HL
284
HeadInvest LLC
Maine
$3.69M -$75K -670 -2%
PDN
285
Pensionfund DSM Netherlands
Netherlands
$3.67M -$560K -5,000 -14%
AHC
286
Anderson Hoagland & Co
Missouri
$3.66M -$28K -250 -0.8%
SLAM
287
Swiss Life Asset Management
$3.6M +$840K +7,506 +31%
SCM
288
Stonebridge Capital Management
California
$3.59M -$42.2K -377 -1%
HNB
289
Huntington National Bank
Ohio
$3.58M -$137K -1,221 -4%
JSA
290
Jacobson & Schmitt Advisors
Wisconsin
$3.55M -$63.3K -565 -2%
ECML
291
Eagle Capital Management (Louisiana)
Louisiana
$3.54M -$23.4K -209 -0.7%
YIA
292
YHB Investment Advisors
Connecticut
$3.53M +$24.4K +218 +0.7%
NIT
293
NumerixS Investment Technologies
British Columbia, Canada
$3.5M +$3.22M +28,800 +1,694%
N
294
Natixis
France
$3.46M +$1.27M +11,367 +60%
CYG
295
Clean Yield Group
Vermont
$3.46M -$61.6K -550 -2%
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$3.46M +$2.02K +18 +0.1%
B
297
BP
United Kingdom
$3.44M
SBWIC
298
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.41M +$16.8K +150 +0.5%
MOACM
299
Mutual of America Capital Management
New York
$3.38M +$187K +1,669 +6%
ESCM
300
Echo Street Capital Management
New York
$3.32M +$539K +4,812 +20%

INTU Hedge Fund Activity: Q4 2016 in Review

692 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2016, worth a combined $25.1B — up 6.1% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new INTU positions and 34 closed out — a net gain of 59 holders — while 207 added to existing stakes and 280 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $436M. The largest seller was Capital Research Global Investors, cutting an estimated $761M.

  • 692 institutional investors held Intuit (INTU) as of Q4 2016, up from 645 in Q3 2016.
  • Funds reported $25.1B of Intuit stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 93 funds opened new Intuit positions in Q4 2016 and 34 closed out, a net change of +59 holders.
  • The largest Intuit buyer in Q4 2016 was T. Rowe Price Associates, an estimated $436M added.
  • The largest Intuit seller in Q4 2016 was Capital Research Global Investors, an estimated $761M sold.

Based on aggregated 13F filings for Q4 2016.