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Intuit
INTU

793 hedge funds and large institutions have $39.4B invested in Intuit in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 328 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

40% more funds holding in top 10

Funds holding in top 10: 20 → 28 (+8)

12% more capital invested

Capital invested by funds: $35.2B → $39.4B (+$4.19B)

2% more funds holding

Funds holding: 779 → 793 (+14)

1.44% more ownership

Funds ownership: 87.39% → 88.83% (+1.4%)

2% more call options, than puts

Call options by funds: $132M | Put options by funds: $129M

21% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 328

Holders
793
Holders Change
+14
Holders Change %
+1.8%
% of All Funds
18.18%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.64%
New
73
Increased
258
Reduced
328
Closed
50
Calls
$132M
Puts
$129M
Net Calls
+$2.07M
Net Calls Change
+$41.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$537M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$401M
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$204M
4
PAM
Panagora Asset Management
Massachusetts
+$148M
5
Capital World Investors
Capital World Investors
California
+$118M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$141M
2
State Street
State Street
Massachusetts
-$136M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$124M
4
Renaissance Technologies
Renaissance Technologies
New York
-$82.1M
5
American Century Companies
American Century Companies
Missouri
-$74.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
401
Meristem Family Wealth
Minnesota
$1.83M – – –
LTFS
402
Ladenburg Thalmann Financial Services
Florida
$1.82M +$41.2K +245 +2%
MAM
403
Mastrapasqua Asset Management
Tennessee
$1.82M -$196K -1,164 -10%
TPCM
404
Three Peaks Capital Management
Colorado
$1.81M +$1.76M +10,449 New
LRIC
405
Long Road Investment Counsel
Michigan
$1.8M – – –
ONB
406
Old National Bancorp
Indiana
$1.79M +$287K +1,703 +20%
TH
407
Timber Hill
Connecticut
$1.75M -$2.8M -16,618 -62%
ACP
408
Ashfield Capital Partners
California
$1.69M +$14.1K +84 +0.9%
AIP
409
Ameritas Investment Partners
Nebraska
$1.69M -$39.5K -235 -2%
LMGAM
410
Liberty Mutual Group Asset Management
Massachusetts
$1.68M – – –
OAM
411
Oppenheimer Asset Management
New York
$1.65M +$219K +1,303 +16%
CG
412
Cutler Group
California
$1.64M -$439K -2,611 -22%
NA
413
Neuburgh Advisers
California
$1.63M -$40K -238 -2%
TCOV
414
Trust Company of Vermont
Vermont
$1.59M +$103K +611 +7%
ZCM
415
Zebra Capital Management
Connecticut
$1.58M +$59.4K +353 +4%
NEI
416
Northwest & Ethical Investments
Ontario, Canada
$1.58M – – –
Rafferty Asset Management
417
Rafferty Asset Management
New York
$1.57M -$23.9K -142 -2%
HCA
418
Harbour Capital Advisors
Virginia
$1.57M +$7.91K +47 +0.5%
D.E. Shaw & Co
419
D.E. Shaw & Co
New York
$1.57M -$5.07M -30,133 -77%
Creative Planning
420
Creative Planning
Kansas
$1.54M -$870K -5,174 -37%
CI
421
Cigna Investments
Connecticut
$1.54M -$576K -3,422 -28%
PG
422
PEAK6 Group
Illinois
$1.54M -$9.9M -58,853 -87%
LNWWM
423
Laird Norton Wetherby Wealth Management
California
$1.4M +$120K +711 +10%
AMI
424
Amica Mutual Insurance
Rhode Island
$1.39M -$299K -1,780 -18%
OC
425
Oppenheimer & Co
New York
$1.38M -$76.2K -453 -5%
15 16
17
18 19

INTU Hedge Fund Activity: Q1 2018 in Review

793 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2018, worth a combined $39.4B — up 12% from $35.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new INTU positions and 50 closed out — a net gain of 23 holders — while 258 added to existing stakes and 328 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $537M. The largest seller was Morgan Stanley, cutting an estimated $141M.

  • 793 institutional investors held Intuit (INTU) as of Q1 2018, up from 779 in Q4 2017.
  • Funds reported $39.4B of Intuit stock for Q1 2018, up 12% quarter-over-quarter.
  • 73 funds opened new Intuit positions in Q1 2018 and 50 closed out, a net change of +23 holders.
  • The largest Intuit buyer in Q1 2018 was Fidelity Investments, an estimated $537M added.
  • The largest Intuit seller in Q1 2018 was Morgan Stanley, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2018.