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Intuit
INTU

598 hedge funds and large institutions have $23.6B invested in Intuit in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 180 increasing their positions, 247 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

15% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $76M

6% more funds holding

Funds holding: 564 → 598 (+34)

5% more capital invested

Capital invested by funds: $22.4B → $23.6B (+$1.22B)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

27% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 247

Holders
598
Holders Change
+34
Holders Change %
+6.03%
% of All Funds
15.95%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
76
Increased
180
Reduced
247
Closed
32
Calls
$87.5M
Puts
$76M
Net Calls
+$11.5M
Net Calls Change
-$112M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
2
American Century Companies
American Century Companies
Missouri
+$111M
3
Ameriprise
Ameriprise
Minnesota
+$98.3M
4
State Street
State Street
Massachusetts
+$60.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$120M
2
Citadel Advisors
Citadel Advisors
Florida
-$116M
3
Morgan Stanley
Morgan Stanley
New York
-$114M
4
Invesco
Invesco
Georgia
-$64.7M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
301
Zurich Cantonal Bank
Switzerland
$2.47M -$719K -8,089 -23%
SSWM
302
Sheets Smith Wealth Management
North Carolina
$2.45M -$17.8K -200 -0.7%
Twin Tree Management
303
Twin Tree Management
Texas
$2.43M +$498K +5,602 +27%
Parallax Volatility Advisers
304
Parallax Volatility Advisers
California
$2.41M +$528K +5,936 +29%
SAM
305
Securian Asset Management
Minnesota
$2.38M +$71.3K +802 +3%
PA
306
Profund Advisors
Maryland
$2.35M +$42K +472 +2%
DCMM
307
DG Capital Management (Massachusetts)
Massachusetts
$2.33M +$253K +2,845 +13%
TAM
308
Troy Asset Management
United Kingdom
$2.32M +$2.24M +25,200 New
TFA
309
Transamerica Financial Advisors
Florida
$2.3M +$2.21M +24,870 +52,915%
WAM
310
Wood Asset Management
Florida
$2.28M -$5.73M -64,366 -72%
YIA
311
YHB Investment Advisors
Connecticut
$2.27M +$44.5K +500 +2%
GL
312
GLG LLC
New York
$2.23M – – –
AAM
313
Advisors Asset Management
Colorado
$2.23M +$735K +8,268 +52%
NLI
314
Nippon Life Insurance
Japan
$2.21M -$297K -3,338 -12%
PI
315
Placemark Investments
Illinois
$2.2M +$39.3K +442 +2%
JRP
316
Jasper Ridge Partners
California
$2.18M – – –
AMI
317
Amica Mutual Insurance
Rhode Island
$2.13M – – –
SMDAM
318
Sumitomo Mitsui DS Asset Management
Japan
$2.13M -$165K -1,856 -7%
AP
319
AHL Partners
United Kingdom
$2.12M +$1.65M +18,602 +424%
RNS
320
Robert N. Shapiro
$2.09M -$474K -5,331 -19%
Arrowstreet Capital
321
Arrowstreet Capital
Massachusetts
$2.08M -$26.5M -297,560 -93%
B
322
Baird
Wisconsin
$2.05M +$62.7K +705 +3%
Walleye Trading
323
Walleye Trading
New York
$2.03M -$3.63M -40,842 -65%
HCM
324
Howland Capital Management
Massachusetts
$1.99M -$889 -10 -0%
LSERS
325
Louisiana State Employees Retirement System
Louisiana
$1.98M -$26.7K -300 -1%
11 12
13
14 15

INTU Hedge Fund Activity: Q4 2014 in Review

598 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2014, worth a combined $23.6B — up 5.5% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new INTU positions and 32 closed out — a net gain of 44 holders — while 180 added to existing stakes and 247 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $432M. The largest seller was Neuberger Berman Group, cutting an estimated $120M.

  • 598 institutional investors held Intuit (INTU) as of Q4 2014, up from 564 in Q3 2014.
  • Funds reported $23.6B of Intuit stock for Q4 2014, up 5.5% quarter-over-quarter.
  • 76 funds opened new Intuit positions in Q4 2014 and 32 closed out, a net change of +44 holders.
  • The largest Intuit buyer in Q4 2014 was Fidelity Investments, an estimated $432M added.
  • The largest Intuit seller in Q4 2014 was Neuberger Berman Group, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2014.