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692 hedge funds and large institutions have $25.1B invested in Intuit in 2016 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 207 increasing their positions, 280 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

85.35% more ownership

Funds ownership: 0%85.35% (+85%)

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

7% more funds holding

Funds holding: 645692 (+47)

6% more capital invested

Capital invested by funds: $23.7B → $25.1B (+$1.43B)

26% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 280

28% less call options, than puts

Call options by funds: $78.8M | Put options by funds: $109M

Holders
692
Holders Change
+47
Holders Change %
+7.29%
% of All Funds
17.3%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.47%
New
93
Increased
207
Reduced
280
Closed
34
Calls
$78.8M
Puts
$109M
Net Calls
-$30M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
301
Norinchukin Bank
Japan
$3.29M +$350K +3,125 +12%
MC
302
Middleton & Co
Massachusetts
$3.28M -$88.2K -788 -3%
NMIMC
303
Northwestern Mutual Investment Management Company
Wisconsin
$3.21M +$421K +3,758 +16%
MA
304
Marshwinds Advisory
Georgia
$3.21M
Daiwa Securities Group
305
Daiwa Securities Group
Japan
$3.13M -$2.69M -24,000 -47%
Kayne Anderson Rudnick Investment Management
306
Kayne Anderson Rudnick Investment Management
California
$3.11M +$287K +2,566 +10%
NIPH
307
NN Investment Partners Holdings
Netherlands
$3.11M +$524K +4,684 +21%
AM
308
Account Management
Massachusetts
$3.09M +$180K +1,608 +6%
SSWM
309
Sheets Smith Wealth Management
North Carolina
$3.04M
FC
310
Forte Capital
New York
$3.03M +$135K +1,209 +5%
AB
311
Amalgamated Bank
New York
$3.03M +$513K +4,580 +21%
CCM
312
Cadence Capital Management
Massachusetts
$3.02M -$817K -7,298 -22%
NFA
313
Nuveen Fund Advisors
Illinois
$3M -$683K -6,097 -19%
NMERB
314
New Mexico Educational Retirement Board
New Mexico
$2.97M
LWM
315
Lyell Wealth Management
California
$2.94M +$2.87M +25,666 New
GIA
316
GHP Investment Advisors
Colorado
$2.83M -$95.6K -854 -3%
Janney Montgomery Scott
317
Janney Montgomery Scott
Pennsylvania
$2.83M -$61.8K -552 -2%
SAM
318
Securian Asset Management
Minnesota
$2.81M +$5.6K +50 +0.2%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$2.8M -$5.93K -53 -0.2%
IRF
320
IBM Retirement Fund
New York
$2.75M -$8.17K -73 -0.3%
VIA
321
Virtus Investment Advisers
Connecticut
$2.74M -$549K -4,901 -17%
QC
322
Quadrature Capital
United Kingdom
$2.73M +$2.66M +23,781 New
JG
323
Jefferies Group
New York
$2.72M +$431K +3,849 +19%
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$2.71M -$144K -1,289 -5%
WI
325
WBI Investments
New Jersey
$2.62M +$2.56M +22,879 New

INTU Hedge Fund Activity: Q4 2016 in Review

692 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2016, worth a combined $25.1B — up 6.1% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new INTU positions and 34 closed out — a net gain of 59 holders — while 207 added to existing stakes and 280 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $436M. The largest seller was Capital Research Global Investors, cutting an estimated $761M.

  • 692 institutional investors held Intuit (INTU) as of Q4 2016, up from 645 in Q3 2016.
  • Funds reported $25.1B of Intuit stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 93 funds opened new Intuit positions in Q4 2016 and 34 closed out, a net change of +59 holders.
  • The largest Intuit buyer in Q4 2016 was T. Rowe Price Associates, an estimated $436M added.
  • The largest Intuit seller in Q4 2016 was Capital Research Global Investors, an estimated $761M sold.

Based on aggregated 13F filings for Q4 2016.