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556 hedge funds and large institutions have $19.9B invested in Intuit in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 230 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

69% more call options, than puts

Call options by funds: $119M | Put options by funds: $70.3M

3% more funds holding

Funds holding: 539556 (+17)

0% more capital invested

Capital invested by funds: $19.8B → $19.9B (+$47M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

18% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 230

Holders
556
Holders Change
+17
Holders Change %
+3.15%
% of All Funds
16.06%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.4%
New
55
Increased
188
Reduced
230
Closed
30
Calls
$119M
Puts
$70.3M
Net Calls
+$48.7M
Net Calls Change
+$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
Marshwinds Advisory
Georgia
$2.34M -$1.45K -19 -0.1%
B
302
BP
United Kingdom
$2.33M +$2.29M +30,000 New
LCP
303
Longhorn Capital Partners
Texas
$2.33M
RNS
304
Robert N. Shapiro
$2.26M -$128K -1,672 -5%
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$2.25M -$187K -2,455 -8%
GIA
306
Gateway Investment Advisers
Ohio
$2.23M -$139K -1,822 -6%
NLI
307
Nippon Life Insurance
Japan
$2.22M -$257K -3,364 -11%
PCM
308
Parsons Capital Management
Rhode Island
$2.2M -$16.4K -215 -0.8%
FWCM
309
First Western Capital Management
California
$2.19M +$26.3K +345 +1%
LMGAM
310
Liberty Mutual Group Asset Management
Massachusetts
$2.19M +$270K +3,540 +14%
ERSOT
311
Employees Retirement System of Texas
Texas
$2.1M -$992K -13,000 -33%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$2.09M +$545K +7,135 +36%
SSWM
313
Sheets Smith Wealth Management
North Carolina
$2.08M
PIP
314
Perennial Investment Partners
Australia
$2.08M
SAM
315
Securian Asset Management
Minnesota
$1.95M -$7.94K -104 -0.4%
GL
316
GLG LLC
New York
$1.88M +$1.85M +24,228 New
PA
317
Profund Advisors
Maryland
$1.84M +$26K +340 +1%
YIA
318
YHB Investment Advisors
Connecticut
$1.83M +$107K +1,396 +6%
American Century Companies
319
American Century Companies
Missouri
$1.83M -$2.39M -31,303 -57%
KRS
320
Kentucky Retirement Systems
Kentucky
$1.82M -$2.52K -33 -0.1%
AMI
321
Amica Mutual Insurance
Rhode Island
$1.8M
KJHP
322
K.J. Harrison & Partners
Ontario, Canada
$1.8M -$61.1K -800 -3%
LSERS
323
Louisiana State Employees Retirement System
Louisiana
$1.75M -$30.5K -400 -2%
CAM
324
Capstone Asset Management
Texas
$1.74M -$286K -3,750 -14%
HCM
325
Howland Capital Management
Massachusetts
$1.69M

INTU Hedge Fund Activity: Q1 2014 in Review

556 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2014, worth a combined $19.9B — up 0.24% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new INTU positions and 30 closed out — a net gain of 25 holders — while 188 added to existing stakes and 230 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $256M.

  • 556 institutional investors held Intuit (INTU) as of Q1 2014, up from 539 in Q4 2013.
  • Funds reported $19.9B of Intuit stock for Q1 2014, up 0.24% quarter-over-quarter.
  • 55 funds opened new Intuit positions in Q1 2014 and 30 closed out, a net change of +25 holders.
  • The largest Intuit buyer in Q1 2014 was Citadel Advisors, an estimated $139M added.
  • The largest Intuit seller in Q1 2014 was Capital World Investors, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2014.