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556 hedge funds and large institutions have $19.9B invested in Intuit in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 230 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

69% more call options, than puts

Call options by funds: $119M | Put options by funds: $70.3M

3% more funds holding

Funds holding: 539556 (+17)

0% more capital invested

Capital invested by funds: $19.8B → $19.9B (+$47M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

18% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 230

Holders
556
Holders Change
+17
Holders Change %
+3.15%
% of All Funds
16.06%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.4%
New
55
Increased
188
Reduced
230
Closed
30
Calls
$119M
Puts
$70.3M
Net Calls
+$48.7M
Net Calls Change
+$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
351
Sentry Investment Management
Wisconsin
$1.27M
MFW
352
Meristem Family Wealth
Minnesota
$1.25M -$101K -1,318 -8%
B
353
Barings
North Carolina
$1.22M +$557K +7,300 +87%
QT
354
Quantbot Technologies
New York
$1.22M +$867K +11,352 +264%
OAC
355
OMERS Administration Corp
Ontario, Canada
$1.17M +$1.15M +15,000 New
B
356
Baird
Wisconsin
$1.14M +$102K +1,337 +10%
RJFSA
357
Raymond James Financial Services Advisors
Florida
$1.12M +$165K +2,162 +18%
BA
358
Boston Advisors
Massachusetts
$1.1M -$166K -2,176 -13%
APFBOT
359
Amica Pension Fund Board of Trustees
Rhode Island
$1.09M
MCWS
360
McKinley Carter Wealth Services
West Virginia
$1.08M +$1.06M +13,917 New
GIA
361
GHP Investment Advisors
Colorado
$1.06M +$45.7K +599 +5%
Aristotle Capital Management
362
Aristotle Capital Management
California
$1.05M -$365K -4,775 -26%
RJT
363
Raymond James Trust
Florida
$1.04M -$32.5K -426 -3%
CB
364
Commerce Bank
Missouri
$1.03M -$5.19K -68 -0.5%
JC
365
Jacobs & Co
California
$1.01M -$9.16K -120 -0.9%
Massachusetts Financial Services
366
Massachusetts Financial Services
Massachusetts
$1.01M +$990K +12,972 New
VAM
367
Visium Asset Management
New York
$964K +$623K +8,161 +192%
KeyBank National Association
368
KeyBank National Association
Ohio
$963K -$39.8K -522 -4%
CI
369
Constellation Investments
Ohio
$956K +$40.1K +525 +4%
SCM
370
Stux Capital Management
New York
$941K -$1.37M -17,900 -60%
IA
371
Icon Advisers
Colorado
$941K
EHWM
372
Eads & Heald Wealth Management
Georgia
$937K -$35.5K -465 -4%
WTNA
373
Wilmington Trust National Association
Delaware
$916K +$3.36K +44 +0.4%
NB
374
Norinchukin Bank
Japan
$911K +$82.6K +1,082 +10%
CCM
375
Cohen Capital Management
California
$904K

INTU Hedge Fund Activity: Q1 2014 in Review

556 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2014, worth a combined $19.9B — up 0.24% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new INTU positions and 30 closed out — a net gain of 25 holders — while 188 added to existing stakes and 230 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $256M.

  • 556 institutional investors held Intuit (INTU) as of Q1 2014, up from 539 in Q4 2013.
  • Funds reported $19.9B of Intuit stock for Q1 2014, up 0.24% quarter-over-quarter.
  • 55 funds opened new Intuit positions in Q1 2014 and 30 closed out, a net change of +25 holders.
  • The largest Intuit buyer in Q1 2014 was Citadel Advisors, an estimated $139M added.
  • The largest Intuit seller in Q1 2014 was Capital World Investors, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2014.