We are live on ! Find out more
INTU icon

Intuit

630 hedge funds and large institutions have $22.5B invested in Intuit in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 195 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 43

53% more call options, than puts

Call options by funds: $125M | Put options by funds: $81.5M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

4% more funds holding

Funds holding: 606630 (+24)

5% more capital invested

Capital invested by funds: $21.4B → $22.5B (+$1.04B)

22% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 250

Holders
630
Holders Change
+24
Holders Change %
+3.96%
% of All Funds
16.53%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.31%
New
75
Increased
195
Reduced
250
Closed
43
Calls
$125M
Puts
$81.5M
Net Calls
+$43.4M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
401
Douglass Winthrop Advisors
New York
$901K -$30.9K -320 -3%
Rafferty Asset Management
402
Rafferty Asset Management
New York
$895K -$119K -1,235 -12%
Creative Planning
403
Creative Planning
Kansas
$871K -$32.2K -333 -4%
QC
404
Quadrature Capital
United Kingdom
$856K -$1.05M -10,892 -55%
MYAM
405
Meiji Yasuda Asset Management
Japan
$855K +$408K +4,220 +91%
CI
406
Conning Inc
Connecticut
$810K -$39.6K -410 -5%
MERSOM
407
Municipal Employees' Retirement System of Michigan
Michigan
$807K +$5.8K +60 +0.7%
V
408
Veritable
Delaware
$807K +$67.7K +700 +9%
AB
409
Amalgamated Bank
New York
$798K -$214K -2,210 -21%
EHWM
410
Eads & Heald Wealth Management
Georgia
$798K +$9.18K +95 +1%
Pacer Advisors
411
Pacer Advisors
Pennsylvania
$790K +$791K +8,186 New
LP
412
LMR Partners
United Kingdom
$781K -$910K -9,410 -54%
Commonwealth Equity Services
413
Commonwealth Equity Services
Massachusetts
$778K +$290K +3,001 +59%
SACTSONJ
414
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$772K
PCM
415
Palisade Capital Management
New Jersey
$770K -$45.7K -473 -6%
LIA
416
LS Investment Advisors
Michigan
$754K -$26.3K -272 -3%
TCOV
417
Trust Company of Vermont
Vermont
$735K -$189K -1,955 -20%
Connor, Clark & Lunn Investment Management (CC&L)
418
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$714K -$232K -2,400 -24%
Thrivent Financial for Lutherans
419
Thrivent Financial for Lutherans
Minnesota
$713K -$15.5K -160 -2%
WRM
420
Westport Resources Management
Connecticut
$712K -$40.1K -415 -5%
DAS
421
Dynamic Advisor Solutions
Arizona
$701K +$15K +155 +2%
RW
422
Rand Wealth
Maryland
$695K
Federated Hermes
423
Federated Hermes
Pennsylvania
$691K -$398K -4,119 -37%
MCM
424
Mazama Capital Management
Oregon
$680K +$428K +4,425 +169%
CCG
425
Cypress Capital Group
Florida
$671K +$43.6K +451 +7%

INTU Hedge Fund Activity: Q4 2015 in Review

630 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2015, worth a combined $22.5B — up 4.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new INTU positions and 43 closed out — a net gain of 32 holders — while 195 added to existing stakes and 250 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $175M. The largest seller was VOYA Investment Management, cutting an estimated $201M.

  • 630 institutional investors held Intuit (INTU) as of Q4 2015, up from 606 in Q3 2015.
  • Funds reported $22.5B of Intuit stock for Q4 2015, up 4.9% quarter-over-quarter.
  • 75 funds opened new Intuit positions in Q4 2015 and 43 closed out, a net change of +32 holders.
  • The largest Intuit buyer in Q4 2015 was Citadel Advisors, an estimated $175M added.
  • The largest Intuit seller in Q4 2015 was VOYA Investment Management, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2015.