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779 hedge funds and large institutions have $35.2B invested in Intuit in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 257 increasing their positions, 292 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

12% more capital invested

Capital invested by funds: $31.5B → $35.2B (+$3.67B)

4% more funds holding

Funds holding: 750779 (+29)

0.41% more ownership

Funds ownership: 86.97%87.39% (+0.41%)

12% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 292

25% less call options, than puts

Call options by funds: $119M | Put options by funds: $158M

Holders
779
Holders Change
+29
Holders Change %
+3.87%
% of All Funds
17.67%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.45%
New
97
Increased
257
Reduced
292
Closed
62
Calls
$119M
Puts
$158M
Net Calls
-$39.6M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
376
Redmond Asset Management
Virginia
$2.23M -$10.5K -69 -0.5%
Creative Planning
377
Creative Planning
Kansas
$2.22M -$82.3K -540 -4%
CA
378
Cornerstone Advisors
North Carolina
$2.21M
APFBOT
379
Amica Pension Fund Board of Trustees
Rhode Island
$2.21M
NCGI
380
Next Century Growth Investors
Minnesota
$2.2M -$1.11M -7,251 -34%
HighTower Advisors
381
HighTower Advisors
Illinois
$2.19M -$52K -341 -2%
CBOA
382
Commonwealth Bank of Australia
Australia
$2.18M -$61.7K -405 -3%
LP
383
LMR Partners
United Kingdom
$2.16M +$2.09M +13,700 New
LCM
384
Logan Capital Management
Pennsylvania
$2.13M -$286K -1,877 -12%
OMCS
385
Old Mutual Customised Solutions
South Africa
$2.13M +$594K +3,900 +41%
Commonwealth Equity Services
386
Commonwealth Equity Services
Massachusetts
$2.12M +$127K +830 +7%
AG
387
Advisor Group
Arizona
$2.11M +$273K +1,792 +16%
Pacer Advisors
388
Pacer Advisors
Pennsylvania
$2.06M +$583K +3,825 +41%
NCM
389
Novare Capital Management
North Carolina
$2.06M -$15.2K -100 -0.8%
Public Sector Pension Investment Board (PSP Investments)
390
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.05M -$2.13M -14,000 -52%
BP
391
Broadleaf Partners
Ohio
$2.04M +$1.97M +12,927 New
Federated Hermes
392
Federated Hermes
Pennsylvania
$2.04M -$143K -938 -7%
OCM
393
Oribel Capital Management
New York
$2.04M -$8.64M -56,689 -81%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$2.03M -$471K -3,090 -19%
GIA
395
Gateway Investment Advisers
Ohio
$2.02M -$226K -1,482 -10%
AAM
396
Advisors Asset Management
Colorado
$2M -$627K -4,116 -24%
GWCM
397
Godshalk Welsh Capital Management
Pennsylvania
$2M
MERSOM
398
Municipal Employees' Retirement System of Michigan
Michigan
$1.99M +$962K +6,310 +100%
WI
399
WBI Investments
New Jersey
$1.96M +$1.9M +12,443 New
CI
400
Cigna Investments
Connecticut
$1.95M -$803K -5,269 -30%

INTU Hedge Fund Activity: Q4 2017 in Review

779 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2017, worth a combined $35.2B — up 12% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new INTU positions and 62 closed out — a net gain of 35 holders — while 257 added to existing stakes and 292 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was Renaissance Technologies, cutting an estimated $232M.

  • 779 institutional investors held Intuit (INTU) as of Q4 2017, up from 750 in Q3 2017.
  • Funds reported $35.2B of Intuit stock for Q4 2017, up 12% quarter-over-quarter.
  • 97 funds opened new Intuit positions in Q4 2017 and 62 closed out, a net change of +35 holders.
  • The largest Intuit buyer in Q4 2017 was Fidelity Investments, an estimated $232M added.
  • The largest Intuit seller in Q4 2017 was Renaissance Technologies, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2017.