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793 hedge funds and large institutions have $39.4B invested in Intuit in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 328 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

40% more funds holding in top 10

Funds holding in top 10: 2028 (+8)

12% more capital invested

Capital invested by funds: $35.2B → $39.4B (+$4.19B)

2% more funds holding

Funds holding: 779793 (+14)

1.44% more ownership

Funds ownership: 87.39%88.83% (+1.4%)

2% more call options, than puts

Call options by funds: $132M | Put options by funds: $129M

21% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 328

Holders
793
Holders Change
+14
Holders Change %
+1.8%
% of All Funds
18.18%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.64%
New
73
Increased
258
Reduced
328
Closed
50
Calls
$132M
Puts
$129M
Net Calls
+$2.07M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
276
Suntrust Banks
Georgia
$5.93M +$648K +3,853 +13%
MSA
277
Mason Street Advisors
Wisconsin
$5.88M +$10.6K +63 +0.2%
OAC
278
OMERS Administration Corp
Ontario, Canada
$5.86M -$723K -4,300 -11%
LSA
279
L & S Advisors
California
$5.79M +$573K +3,405 +11%
CCM
280
Carderock Capital Management
Maryland
$5.77M -$218K -1,294 -4%
PP
281
Patten & Patten
Tennessee
$5.74M -$119K -705 -2%
NLGIA
282
Nippon Life Global Investors Americas
New York
$5.6M -$3.72M -22,090 -41%
TAM
283
Trillium Asset Management
Massachusetts
$5.57M -$484K -2,879 -8%
Credit Agricole
284
Credit Agricole
France
$5.53M +$1.63M +9,662 +43%
CIBC Asset Management
285
CIBC Asset Management
Ontario, Canada
$5.49M -$56.2K -334 -1%
SBWIC
286
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.48M +$5.89K +35 +0.1%
B
287
Barings
North Carolina
$5.46M
MOACM
288
Mutual of America Capital Management
New York
$5.39M +$72.3K +430 +1%
Daiwa Securities Group
289
Daiwa Securities Group
Japan
$5.37M -$1.79M -10,622 -26%
LCM
290
Liberty Capital Management
Michigan
$5.36M -$96.6K -574 -2%
Bank of Nova Scotia
291
Bank of Nova Scotia
Ontario, Canada
$5.36M -$13.5M -80,125 -72%
HL
292
HeadInvest LLC
Maine
$5.27M -$145K -860 -3%
YIA
293
YHB Investment Advisors
Connecticut
$5.22M -$66.5K -395 -1%
Skandinaviska Enskilda Banken (SEB)
294
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.21M -$19.2M -114,203 -79%
B
295
BP
United Kingdom
$5.2M
CA
296
Commerzbank Aktiengesellschaft
Germany
$5.16M +$1.18K +7 +0%
SCM
297
Stonebridge Capital Management
California
$5.1M -$103K -615 -2%
FC
298
Forte Capital
New York
$4.92M +$5.89K +35 +0.1%
JSA
299
Jacobson & Schmitt Advisors
Wisconsin
$4.9M -$282K -1,678 -6%
MA
300
Marshwinds Advisory
Georgia
$4.79M +$168 +1 +0%

INTU Hedge Fund Activity: Q1 2018 in Review

793 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2018, worth a combined $39.4B — up 12% from $35.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new INTU positions and 50 closed out — a net gain of 23 holders — while 258 added to existing stakes and 328 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $537M. The largest seller was Morgan Stanley, cutting an estimated $141M.

  • 793 institutional investors held Intuit (INTU) as of Q1 2018, up from 779 in Q4 2017.
  • Funds reported $39.4B of Intuit stock for Q1 2018, up 12% quarter-over-quarter.
  • 73 funds opened new Intuit positions in Q1 2018 and 50 closed out, a net change of +23 holders.
  • The largest Intuit buyer in Q1 2018 was Fidelity Investments, an estimated $537M added.
  • The largest Intuit seller in Q1 2018 was Morgan Stanley, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2018.