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573 hedge funds and large institutions have $20.6B invested in Intuit in 2014 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 186 increasing their positions, 238 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

3% more funds holding

Funds holding: 556573 (+17)

4% more capital invested

Capital invested by funds: $19.9B → $20.6B (+$699M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

16% less call options, than puts

Call options by funds: $46.1M | Put options by funds: $55.1M

22% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 238

Holders
573
Holders Change
+17
Holders Change %
+3.06%
% of All Funds
16.47%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.37%
New
56
Increased
186
Reduced
238
Closed
35
Calls
$46.1M
Puts
$55.1M
Net Calls
-$9M
Net Calls Change
-$57.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LMGAM
301
Liberty Mutual Group Asset Management
Massachusetts
$2.34M +$71.2K +923 +3%
Two Sigma Investments
302
Two Sigma Investments
New York
$2.33M +$2.24M +28,979 New
LPL Financial
303
LPL Financial
California
$2.26M -$2.38M -30,794 -52%
FWCM
304
First Western Capital Management
California
$2.26M -$11.6K -151 -0.5%
PCM
305
Parsons Capital Management
Rhode Island
$2.24M -$37.6K -488 -2%
SSWM
306
Sheets Smith Wealth Management
North Carolina
$2.16M
JMPWA
307
JP Morgan Private Wealth Advisors
California
$2.16M -$434K -5,625 -17%
SMDAM
308
Sumitomo Mitsui DS Asset Management
Japan
$2.15M -$179K -2,314 -8%
CBOA
309
Commonwealth Bank of Australia
Australia
$2.1M -$7.92M -102,632 -80%
PP
310
Paloma Partners
Connecticut
$2.05M +$1.96M +25,441 New
SAM
311
Securian Asset Management
Minnesota
$2.03M +$5.71K +74 +0.3%
Los Angeles Capital Management
312
Los Angeles Capital Management
California
$2.03M +$642K +8,320 +49%
GL
313
GLG LLC
New York
$1.95M
YIA
314
YHB Investment Advisors
Connecticut
$1.95M +$46.5K +603 +3%
PI
315
Placemark Investments
Illinois
$1.88M -$3.77M -48,915 -68%
AMI
316
Amica Mutual Insurance
Rhode Island
$1.86M
PIP
317
Perennial Investment Partners
Australia
$1.83M -$309K -4,000 -15%
LSERS
318
Louisiana State Employees Retirement System
Louisiana
$1.8M -$15.4K -200 -0.9%
PA
319
Profund Advisors
Maryland
$1.77M -$133K -1,720 -7%
HCM
320
Howland Capital Management
Massachusetts
$1.74M -$7.71K -100 -0.5%
FWCM
321
Ferguson Wellman Capital Management
Oregon
$1.69M -$22.4K -290 -1%
TH
322
Timber Hill
Connecticut
$1.63M +$1.56M +20,273 New
N
323
Natixis
France
$1.63M -$2.01M -26,100 -56%
EWA
324
Exencial Wealth Advisors
Oklahoma
$1.61M +$40.2K +521 +3%
FCM
325
Firsthand Capital Management
California
$1.61M

INTU Hedge Fund Activity: Q2 2014 in Review

573 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2014, worth a combined $20.6B — up 3.5% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new INTU positions and 35 closed out — a net gain of 21 holders — while 186 added to existing stakes and 238 trimmed.

The largest buyer was Norges Bank, adding an estimated $159M. The largest seller was Macquarie Group, cutting an estimated $475M.

  • 573 institutional investors held Intuit (INTU) as of Q2 2014, up from 556 in Q1 2014.
  • Funds reported $20.6B of Intuit stock for Q2 2014, up 3.5% quarter-over-quarter.
  • 56 funds opened new Intuit positions in Q2 2014 and 35 closed out, a net change of +21 holders.
  • The largest Intuit buyer in Q2 2014 was Norges Bank, an estimated $159M added.
  • The largest Intuit seller in Q2 2014 was Macquarie Group, an estimated $475M sold.

Based on aggregated 13F filings for Q2 2014.