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907 hedge funds and large institutions have $44.6B invested in Intuit in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 316 increasing their positions, 328 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 106

0% more funds holding

Funds holding: 904907 (+3)

0.23% more ownership

Funds ownership: 87.51%87.74% (+0.23%)

4% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 328

13% less capital invested

Capital invested by funds: $51.4B → $44.6B (-$6.82B)

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

22% less call options, than puts

Call options by funds: $244M | Put options by funds: $314M

Holders
907
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
20.21%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.71%
New
117
Increased
316
Reduced
328
Closed
106
Calls
$244M
Puts
$314M
Net Calls
-$70M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
376
Sentry Investment Management
Wisconsin
$3.29M +$1.24M +5,944 +55%
LCM
377
Logan Capital Management
Pennsylvania
$3.26M +$50.1K +241 +1%
EWA
378
Exencial Wealth Advisors
Oklahoma
$3.23M +$16K +77 +0.5%
MCWS
379
McKinley Carter Wealth Services
West Virginia
$3.18M +$368K +1,768 +12%
BHC
380
Bowen Hanes & Co
Florida
$3.15M +$3.33M +16,000 New
LTI
381
Laffer Tengler Investments
Tennessee
$3.15M
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.11M +$48.3K +232 +1%
BAM
383
Blueshift Asset Management
New Jersey
$3.1M +$3.27M +15,733 New
TSS
384
Two Sigma Securities
New York
$3.06M -$1.01M -4,833 -24%
DY
385
Dowling & Yahnke
California
$3.05M +$19.4K +93 +0.7%
RCM
386
Riverhead Capital Management
Delaware
$3.05M +$1.38M +6,621 +75%
MSU
387
Mizuho Securities USA
New York
$3.01M +$3.18M +15,300 New
OPCM
388
Osborne Partners Capital Management
California
$2.97M
BUB
389
BBVA USA Bancshares
Texas
$2.95M -$417K -2,005 -12%
AI
390
Atria Investments
North Carolina
$2.94M +$1.87M +9,001 +151%
BP
391
Broadleaf Partners
Ohio
$2.9M +$467K +2,245 +18%
AIL
392
AGF Investments LLC
Ontario, Canada
$2.9M -$25.6K -123 -0.8%
QSS
393
Quantitative Systematic Strategies
Florida
$2.85M +$2.59M +12,454 +608%
TPCM
394
Three Peaks Capital Management
Colorado
$2.85M -$396K -1,904 -12%
GHCM
395
Glen Harbor Capital Management
California
$2.83M +$1.25M +5,984 +71%
CBT
396
Central Bank & Trust
Kentucky
$2.82M +$2.98M +14,339 New
COPPSERS
397
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.79M -$1.47M -7,068 -33%
Fifth Third Bancorp
398
Fifth Third Bancorp
Ohio
$2.78M +$131K +632 +5%
II
399
IFM Investors
Australia
$2.77M +$284K +1,367 +11%
TTWM
400
TCV Trust & Wealth Management
Virginia
$2.76M -$137K -659 -4%

INTU Hedge Fund Activity: Q4 2018 in Review

907 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2018, worth a combined $44.6B — down 13% from $51.4B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new INTU positions and 106 closed out — a net gain of 11 holders — while 316 added to existing stakes and 328 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $370M. The largest seller was Arrowstreet Capital, cutting an estimated $318M.

  • 907 institutional investors held Intuit (INTU) as of Q4 2018, up from 904 in Q3 2018.
  • Funds reported $44.6B of Intuit stock for Q4 2018, down 13% quarter-over-quarter.
  • 117 funds opened new Intuit positions in Q4 2018 and 106 closed out, a net change of +11 holders.
  • The largest Intuit buyer in Q4 2018 was Janus Henderson Group, an estimated $370M added.
  • The largest Intuit seller in Q4 2018 was Arrowstreet Capital, an estimated $318M sold.

Based on aggregated 13F filings for Q4 2018.