We are live on ! Find out more

645 hedge funds and large institutions have $23.7B invested in Intuit in 2016 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 222 increasing their positions, 263 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 49

1% less funds holding

Funds holding: 654645 (-9)

6% less capital invested

Capital invested by funds: $25.2B → $23.7B (-$1.55B)

16% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 263

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

47% less call options, than puts

Call options by funds: $45.6M | Put options by funds: $85.9M

Holders
645
Holders Change
-9
Holders Change %
-1.38%
% of All Funds
17.21%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
48
Increased
222
Reduced
263
Closed
49
Calls
$45.6M
Puts
$85.9M
Net Calls
-$40.3M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TH
401
Timber Hill
Connecticut
$1.13M +$1.15M +10,258 New
AAM
402
Advisors Asset Management
Colorado
$1.11M +$71.4K +638 +7%
DCMM
403
DG Capital Management (Massachusetts)
Massachusetts
$1.09M +$11.2K +100 +1%
BA
404
Boston Advisors
Massachusetts
$1.06M +$112 +1 +0%
ACP
405
Ashfield Capital Partners
California
$1.06M -$8.39K -75 -0.8%
LS
406
Livforsakringsbolaget Skandia
Sweden
$1.06M -$64K -572 -2%
Commonwealth Equity Services
407
Commonwealth Equity Services
Massachusetts
$1.04M -$50.9K -455 -5%
CAS
408
Cue Advisory Services
Arizona
$984K -$135K -1,210 -12%
SAM
409
Symphony Asset Management
California
$982K +$602K +5,380 +152%
Parallax Volatility Advisers
410
Parallax Volatility Advisers
California
$945K +$961K +8,588 New
OC
411
Oppenheimer & Co
New York
$944K -$109K -974 -10%
HighTower Advisors
412
HighTower Advisors
Illinois
$921K -$101K -902 -10%
Aristotle Capital Management
413
Aristotle Capital Management
California
$920K
KRSITF
414
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$918K -$222K -1,984 -19%
MERSOM
415
Municipal Employees' Retirement System of Michigan
Michigan
$890K +$1.12K +10 +0.1%
Thrivent Financial for Lutherans
416
Thrivent Financial for Lutherans
Minnesota
$886K +$16.8K +150 +2%
PP
417
Prudential plc
United Kingdom
$884K +$687K +6,140 +323%
CI
418
Conning Inc
Connecticut
$878K -$33.6K -300 -4%
AIA
419
Allegis Investment Advisors
Idaho
$878K -$28.5K -255 -3%
V
420
Veritable
Delaware
$871K +$22.4K +200 +3%
EHWM
421
Eads & Heald Wealth Management
Georgia
$815K -$4.14K -37 -0.5%
SW
422
SVB Wealth
Massachusetts
$799K -$31.1K -278 -4%
RW
423
Rand Wealth
Maryland
$792K
Pacer Advisors
424
Pacer Advisors
Pennsylvania
$789K -$32K -286 -4%
DAS
425
Dynamic Advisor Solutions
Arizona
$781K -$17.9K -160 -2%

INTU Hedge Fund Activity: Q3 2016 in Review

645 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2016, worth a combined $23.7B — down 6.2% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of INTU and 48 opened new positions — a net loss of 1 holder — while 263 trimmed existing stakes and 222 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $185M. The largest seller was Winslow Capital Management, cutting an estimated $335M.

  • 645 institutional investors held Intuit (INTU) as of Q3 2016, down from 654 in Q2 2016.
  • Funds reported $23.7B of Intuit stock for Q3 2016, down 6.2% quarter-over-quarter.
  • 48 funds opened new Intuit positions in Q3 2016 and 49 closed out, a net change of -1 holder.
  • The largest Intuit buyer in Q3 2016 was T. Rowe Price Associates, an estimated $185M added.
  • The largest Intuit seller in Q3 2016 was Winslow Capital Management, an estimated $335M sold.

Based on aggregated 13F filings for Q3 2016.