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779 hedge funds and large institutions have $35.2B invested in Intuit in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 257 increasing their positions, 292 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

12% more capital invested

Capital invested by funds: $31.5B → $35.2B (+$3.67B)

4% more funds holding

Funds holding: 750779 (+29)

0.41% more ownership

Funds ownership: 86.97%87.39% (+0.41%)

12% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 292

25% less call options, than puts

Call options by funds: $119M | Put options by funds: $158M

Holders
779
Holders Change
+29
Holders Change %
+3.87%
% of All Funds
17.67%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.45%
New
97
Increased
257
Reduced
292
Closed
62
Calls
$119M
Puts
$158M
Net Calls
-$39.6M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
276
Mason Street Advisors
Wisconsin
$5.34M +$6.1K +40 +0.1%
PP
277
Patten & Patten
Tennessee
$5.33M +$775K +5,085 +18%
JMPWA
278
JP Morgan Private Wealth Advisors
California
$5.32M +$61.9K +406 +1%
BWFM
279
Bridgewater Wealth & Financial Management
Maryland
$5.21M +$1.66M +10,908 +49%
Envestnet Asset Management
280
Envestnet Asset Management
Illinois
$5.19M -$128K -838 -2%
LCM
281
Liberty Capital Management
Michigan
$5.18M -$22.9K -150 -0.5%
AB
282
Amalgamated Bank
New York
$5.07M +$427K +2,799 +10%
CIBC Asset Management
283
CIBC Asset Management
Ontario, Canada
$5.05M +$23.8K +156 +0.5%
LC
284
Lunia Capital
Texas
$5.03M +$4.86M +31,889 New
SBWIC
285
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.99M +$45.7K +300 +1%
SCM
286
Stonebridge Capital Management
California
$4.98M -$11.4K -75 -0.2%
MSV
287
MN Services Vermogensbeheer
Netherlands
$4.98M -$351K -2,300 -6%
B
288
Barings
North Carolina
$4.97M +$4.28M +28,062 +816%
HL
289
HeadInvest LLC
Maine
$4.93M -$18.3K -120 -0.4%
SG Americas Securities
290
SG Americas Securities
New York
$4.93M -$258K -1,690 -5%
SOADOR
291
State of Alaska Department of Revenue
Alaska
$4.88M +$3.62M +23,750 +331%
MOACM
292
Mutual of America Capital Management
New York
$4.84M +$195K +1,279 +4%
YIA
293
YHB Investment Advisors
Connecticut
$4.82M +$69.3K +455 +2%
SB
294
Suntrust Banks
Georgia
$4.79M -$2.09M -13,717 -31%
B
295
BP
United Kingdom
$4.74M
LSA
296
L & S Advisors
California
$4.73M
JSA
297
Jacobson & Schmitt Advisors
Wisconsin
$4.73M -$40.8K -268 -0.9%
CA
298
Commerzbank Aktiengesellschaft
Germany
$4.7M +$3.09M +20,287 +214%
PDN
299
Pensionfund DSM Netherlands
Netherlands
$4.48M
FC
300
Forte Capital
New York
$4.48M -$9.14K -60 -0.2%

INTU Hedge Fund Activity: Q4 2017 in Review

779 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2017, worth a combined $35.2B — up 12% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new INTU positions and 62 closed out — a net gain of 35 holders — while 257 added to existing stakes and 292 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was Renaissance Technologies, cutting an estimated $232M.

  • 779 institutional investors held Intuit (INTU) as of Q4 2017, up from 750 in Q3 2017.
  • Funds reported $35.2B of Intuit stock for Q4 2017, up 12% quarter-over-quarter.
  • 97 funds opened new Intuit positions in Q4 2017 and 62 closed out, a net change of +35 holders.
  • The largest Intuit buyer in Q4 2017 was Fidelity Investments, an estimated $232M added.
  • The largest Intuit seller in Q4 2017 was Renaissance Technologies, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2017.