We are live on ! Find out more
INTU icon

Intuit
INTU

793 hedge funds and large institutions have $39.4B invested in Intuit in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 328 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

40% more funds holding in top 10

Funds holding in top 10: 20 → 28 (+8)

12% more capital invested

Capital invested by funds: $35.2B → $39.4B (+$4.19B)

2% more funds holding

Funds holding: 779 → 793 (+14)

1.44% more ownership

Funds ownership: 87.39% → 88.83% (+1.4%)

2% more call options, than puts

Call options by funds: $132M | Put options by funds: $129M

21% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 328

Holders
793
Holders Change
+14
Holders Change %
+1.8%
% of All Funds
18.18%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.64%
New
73
Increased
258
Reduced
328
Closed
50
Calls
$132M
Puts
$129M
Net Calls
+$2.07M
Net Calls Change
+$41.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$537M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$401M
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$204M
4
PAM
Panagora Asset Management
Massachusetts
+$148M
5
Capital World Investors
Capital World Investors
California
+$118M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$141M
2
State Street
State Street
Massachusetts
-$136M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$124M
4
Renaissance Technologies
Renaissance Technologies
New York
-$82.1M
5
American Century Companies
American Century Companies
Missouri
-$74.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
351
Weil Company
California
$3M -$465K -2,764 -14%
Citadel Advisors
352
Citadel Advisors
Florida
$3M -$8M -47,575 -73%
SIM
353
Spark Investment Management
New York
$2.93M +$2.85M +16,913 New
WAM
354
World Asset Management
Michigan
$2.9M -$923K -5,485 -25%
Pacer Advisors
355
Pacer Advisors
Pennsylvania
$2.89M +$604K +3,592 +27%
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$2.81M -$223K -1,323 -8%
LTI
357
Laffer Tengler Investments
Tennessee
$2.77M +$45.4K +270 +2%
TTWM
358
TCV Trust & Wealth Management
Virginia
$2.69M -$149K -885 -5%
HighTower Advisors
359
HighTower Advisors
Illinois
$2.69M +$273K +1,625 +12%
CPIM
360
Columbia Partners Investment Management
Virginia
$2.68M -$1.94M -11,518 -43%
JRP
361
Jasper Ridge Partners
California
$2.63M +$168 +1 +0%
OPCM
362
Osborne Partners Capital Management
California
$2.62M – – –
PS
363
Pensionfund Sabic
Netherlands
$2.6M +$118K +700 +5%
TSS
364
Two Sigma Securities
New York
$2.59M +$1.84M +10,921 +272%
LSERS
365
Louisiana State Employees Retirement System
Louisiana
$2.58M +$33.6K +200 +1%
DY
366
Dowling & Yahnke
California
$2.58M -$31.6K -188 -1%
VI
367
Versor Investments
New York
$2.58M +$1.92M +11,400 +329%
AG
368
Advisor Group
Arizona
$2.53M +$214K +1,273 +10%
Commonwealth Equity Services
369
Commonwealth Equity Services
Massachusetts
$2.53M +$198K +1,176 +9%
RJT
370
Raymond James Trust
Florida
$2.5M -$71.8K -427 -3%
JC
371
Jacobs & Co
California
$2.47M -$62.2K -370 -3%
CA
372
Cornerstone Advisors
North Carolina
$2.43M – – –
LCM
373
Logan Capital Management
Pennsylvania
$2.42M +$76.9K +457 +3%
NCGI
374
Next Century Growth Investors
Minnesota
$2.42M – – –
FCI
375
Financial Counselors Inc
Kansas
$2.41M -$110K -656 -5%
13 14
15
16 17

INTU Hedge Fund Activity: Q1 2018 in Review

793 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2018, worth a combined $39.4B — up 12% from $35.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new INTU positions and 50 closed out — a net gain of 23 holders — while 258 added to existing stakes and 328 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $537M. The largest seller was Morgan Stanley, cutting an estimated $141M.

  • 793 institutional investors held Intuit (INTU) as of Q1 2018, up from 779 in Q4 2017.
  • Funds reported $39.4B of Intuit stock for Q1 2018, up 12% quarter-over-quarter.
  • 73 funds opened new Intuit positions in Q1 2018 and 50 closed out, a net change of +23 holders.
  • The largest Intuit buyer in Q1 2018 was Fidelity Investments, an estimated $537M added.
  • The largest Intuit seller in Q1 2018 was Morgan Stanley, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2018.