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Intuit
INTU

598 hedge funds and large institutions have $23.6B invested in Intuit in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 180 increasing their positions, 247 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

15% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $76M

6% more funds holding

Funds holding: 564 → 598 (+34)

5% more capital invested

Capital invested by funds: $22.4B → $23.6B (+$1.22B)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

27% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 247

Holders
598
Holders Change
+34
Holders Change %
+6.03%
% of All Funds
15.95%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
76
Increased
180
Reduced
247
Closed
32
Calls
$87.5M
Puts
$76M
Net Calls
+$11.5M
Net Calls Change
-$112M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
2
American Century Companies
American Century Companies
Missouri
+$111M
3
Ameriprise
Ameriprise
Minnesota
+$98.3M
4
State Street
State Street
Massachusetts
+$60.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$120M
2
Citadel Advisors
Citadel Advisors
Florida
-$116M
3
Morgan Stanley
Morgan Stanley
New York
-$114M
4
Invesco
Invesco
Georgia
-$64.7M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
V
401
Veritable
Delaware
$815K -$534 -6 -0.1%
N
402
Natixis
France
$806K +$533K +5,995 +218%
ECP
403
Elk Creek Partners
Colorado
$805K +$777K +8,730 New
Federated Hermes
404
Federated Hermes
Pennsylvania
$801K -$667K -7,499 -46%
MSU
405
Mizuho Securities USA
New York
$786K +$319K +3,584 +72%
QT
406
Quantbot Technologies
New York
$782K +$755K +8,486 New
JIC
407
Johnson Investment Counsel
Ohio
$781K -$745K -8,374 -50%
LIA
408
LS Investment Advisors
Michigan
$768K -$1.01M -11,373 -58%
WAM
409
Wolverine Asset Management
Illinois
$746K +$720K +8,100 New
BF
410
BOK Financial
Oklahoma
$738K -$398K -4,472 -36%
SACTSONJ
411
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$738K – – –
GP
412
GLG Partners
United Kingdom
$732K -$2.44M -27,447 -78%
KPF
413
K2 Principal Fund
Ontario, Canada
$719K +$694K +7,800 New
Calamos Advisors
414
Calamos Advisors
Illinois
$716K -$34.7K -390 -5%
DWA
415
Douglass Winthrop Advisors
New York
$706K +$116K +1,309 +21%
AB
416
Amalgamated Bank
New York
$703K -$98.3K -1,105 -13%
Fuller & Thaler Asset Management
417
Fuller & Thaler Asset Management
California
$701K – – –
DSC
418
Duncker Streett & Co
Missouri
$696K – – –
LP
419
LMR Partners
United Kingdom
$690K -$30.1K -338 -4%
WRM
420
Westport Resources Management
Connecticut
$687K -$52.9K -595 -7%
RGC
421
Roberts, Glore & Co
Illinois
$667K – – –
PRCM
422
Pine River Capital Management
Minnesota
$664K +$640K +7,200 New
HI
423
HBK Investments
Texas
$658K -$1.46M -16,360 -70%
DILH
424
Dai-ichi Life Holdings
Japan
$645K -$36.7K -413 -6%
NCA
425
NCM Capital Advisers
North Carolina
$645K – – –
15 16
17
18 19

INTU Hedge Fund Activity: Q4 2014 in Review

598 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2014, worth a combined $23.6B — up 5.5% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new INTU positions and 32 closed out — a net gain of 44 holders — while 180 added to existing stakes and 247 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $432M. The largest seller was Neuberger Berman Group, cutting an estimated $120M.

  • 598 institutional investors held Intuit (INTU) as of Q4 2014, up from 564 in Q3 2014.
  • Funds reported $23.6B of Intuit stock for Q4 2014, up 5.5% quarter-over-quarter.
  • 76 funds opened new Intuit positions in Q4 2014 and 32 closed out, a net change of +44 holders.
  • The largest Intuit buyer in Q4 2014 was Fidelity Investments, an estimated $432M added.
  • The largest Intuit seller in Q4 2014 was Neuberger Berman Group, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2014.