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645 hedge funds and large institutions have $23.7B invested in Intuit in 2016 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 222 increasing their positions, 263 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 49

1% less funds holding

Funds holding: 654645 (-9)

6% less capital invested

Capital invested by funds: $25.2B → $23.7B (-$1.55B)

16% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 263

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

47% less call options, than puts

Call options by funds: $45.6M | Put options by funds: $85.9M

Holders
645
Holders Change
-9
Holders Change %
-1.38%
% of All Funds
17.21%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
48
Increased
222
Reduced
263
Closed
49
Calls
$45.6M
Puts
$85.9M
Net Calls
-$40.3M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
326
Howland Capital Management
Massachusetts
$2.37M
UCFA
327
United Capital Financial Advisors
Texas
$2.37M -$403K -3,602 -14%
AC
328
Alley Company
Illinois
$2.36M +$43.6K +390 +2%
Baird Financial Group
329
Baird Financial Group
Wisconsin
$2.35M -$8.39K -75 -0.3%
BT
330
Beacon Trust
New Jersey
$2.31M +$21K +188 +0.9%
CK
331
Cohen Klingenstein
New York
$2.27M
PA
332
Profund Advisors
Maryland
$2.21M +$355K +3,172 +19%
TCM
333
Twin Capital Management
Pennsylvania
$2.19M +$2.23M +19,945 New
DnB Asset Management
334
DnB Asset Management
Norway
$2.19M +$55.9K +500 +3%
JG
335
Jefferies Group
New York
$2.18M +$2.22M +19,856 New
KRS
336
Kentucky Retirement Systems
Kentucky
$2.17M -$229K -2,045 -9%
SIM
337
Sentry Investment Management
Wisconsin
$2.16M
RJFSA
338
Raymond James Financial Services Advisors
Florida
$2.16M +$367K +3,277 +20%
EWA
339
Exencial Wealth Advisors
Oklahoma
$2.16M -$8.5K -76 -0.4%
B
340
Barings
North Carolina
$2.14M
N
341
Natixis
France
$2.08M -$1.23M -10,971 -37%
MYLI
342
Meiji Yasuda Life Insurance
Japan
$2.07M -$39.1K -350 -2%
PG
343
PEAK6 Group
Illinois
$2.06M -$2.48M -22,175 -54%
LPL Financial
344
LPL Financial
California
$2.01M -$194K -1,736 -9%
TG
345
TCW Group
California
$1.99M -$277K -2,475 -12%
NMIFOAC
346
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.98M
SCM
347
Shelton Capital Management
Colorado
$1.97M
GIA
348
Gateway Investment Advisers
Ohio
$1.96M -$15.7K -140 -0.8%
RCAMU
349
Rothschild & Co Asset Management US
Connecticut
$1.92M +$1.95M +17,459 New
TTWM
350
TCV Trust & Wealth Management
Virginia
$1.89M -$15.4K -138 -0.8%

INTU Hedge Fund Activity: Q3 2016 in Review

645 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2016, worth a combined $23.7B — down 6.2% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of INTU and 48 opened new positions — a net loss of 1 holder — while 263 trimmed existing stakes and 222 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $185M. The largest seller was Winslow Capital Management, cutting an estimated $335M.

  • 645 institutional investors held Intuit (INTU) as of Q3 2016, down from 654 in Q2 2016.
  • Funds reported $23.7B of Intuit stock for Q3 2016, down 6.2% quarter-over-quarter.
  • 48 funds opened new Intuit positions in Q3 2016 and 49 closed out, a net change of -1 holder.
  • The largest Intuit buyer in Q3 2016 was T. Rowe Price Associates, an estimated $185M added.
  • The largest Intuit seller in Q3 2016 was Winslow Capital Management, an estimated $335M sold.

Based on aggregated 13F filings for Q3 2016.