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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
WAM
326
World Asset Management
Michigan
$2.62M -$227K -2,024 -8%
PCM
327
Parsons Capital Management
Rhode Island
$2.6M -$66.8K -597 -3%
UCFA
328
United Capital Financial Advisors
Texas
$2.59M +$121K +1,077 +5%
BUB
329
BBVA USA Bancshares
Texas
$2.57M +$16.5K +147 +0.7%
OI
330
Oakbrook Investments
Illinois
$2.51M -$495K -4,425 -17%
DCM
331
Dupont Capital Management
Delaware
$2.48M -$397K -3,547 -14%
HCM
332
Howland Capital Management
Massachusetts
$2.47M
CAM
333
Capstone Asset Management
Texas
$2.47M -$81.8K -731 -3%
EWA
334
Exencial Wealth Advisors
Oklahoma
$2.44M +$162K +1,449 +7%
FWCM
335
Ferguson Wellman Capital Management
Oregon
$2.43M -$1.06M -9,510 -31%
AC
336
Alley Company
Illinois
$2.43M -$28.7K -256 -1%
Acadian Asset Management
337
Acadian Asset Management
Massachusetts
$2.42M -$11.9M -106,690 -83%
DnB Asset Management
338
DnB Asset Management
Norway
$2.4M +$112K +1,000 +5%
CK
339
Cohen Klingenstein
New York
$2.36M
Baird Financial Group
340
Baird Financial Group
Wisconsin
$2.33M -$116K -1,033 -5%
FWCM
341
First Western Capital Management
California
$2.32M -$3.83M -34,174 -63%
PP
342
Paloma Partners
Connecticut
$2.3M +$500K +4,464 +29%
Nomura Holdings
343
Nomura Holdings
Japan
$2.27M +$1.69M +15,068 +317%
SAM
344
Symphony Asset Management
California
$2.24M +$1.19M +10,641 +119%
EA
345
Emerald Advisers
Pennsylvania
$2.23M -$787K -7,030 -27%
FCM
346
Fairbanks Capital Management
California
$2.21M -$553K -4,943 -20%
TCM
347
Twin Capital Management
Pennsylvania
$2.19M -$94.1K -840 -4%
PA
348
Profund Advisors
Maryland
$2.16M -$137K -1,225 -6%
SIM
349
Sentry Investment Management
Wisconsin
$2.14M -$114K -1,016 -5%
CA
350
Cullinan Associates
Kentucky
$2.1M +$354K +3,165 +21%

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.