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556 hedge funds and large institutions have $19.9B invested in Intuit in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 230 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

69% more call options, than puts

Call options by funds: $119M | Put options by funds: $70.3M

3% more funds holding

Funds holding: 539556 (+17)

0% more capital invested

Capital invested by funds: $19.8B → $19.9B (+$47M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

18% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 230

Holders
556
Holders Change
+17
Holders Change %
+3.15%
% of All Funds
16.06%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.4%
New
55
Increased
188
Reduced
230
Closed
30
Calls
$119M
Puts
$70.3M
Net Calls
+$48.7M
Net Calls Change
+$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
426
ClearArc Capital
Ohio
$437K +$23.7K +311 +6%
SYBT
427
Stock Yards Bank & Trust
Kentucky
$417K +$176K +2,305 +75%
VKH
428
Virtu KCG Holdings
New York
$413K +$63.6K +833 +19%
LNWWM
429
Laird Norton Wetherby Wealth Management
California
$405K +$229 +3 +0.1%
CCA
430
Conestoga Capital Advisors
Pennsylvania
$404K
ZCM
431
Zebra Capital Management
Connecticut
$402K -$676K -8,849 -63%
DWA
432
Douglass Winthrop Advisors
New York
$399K +$55.9K +732 +17%
ACM
433
Alpha Capital Management
Texas
$392K +$385K +5,044 New
DD
434
Dominick & Dominick
New York
$389K
GCM
435
Glynn Capital Management
California
$389K
FMBTD
436
First Midwest Bank Trust Division
Illinois
$388K +$1.91K +25 +0.5%
WSA
437
Wall Street Associates
California
$387K +$55.7K +729 +17%
Commonwealth Equity Services
438
Commonwealth Equity Services
Massachusetts
$386K -$23.6K -309 -6%
MSU
439
Maple Securities USA
New Jersey
$363K -$822K -10,768 -70%
QBFM
440
QS Batterymarch Financial Management
New York
$363K -$23.7K -310 -6%
FAM
441
Formidable Asset Management
Ohio
$354K
SHGA
442
Sand Hill Global Advisors
California
$342K -$11.8K -155 -3%
WT
443
Wilmington Trust
Delaware
$338K
Rafferty Asset Management
444
Rafferty Asset Management
New York
$330K +$53K +694 +20%
CICI
445
Capital Investment Counsel Inc
North Carolina
$326K
GEM
446
Global Endowment Management
North Carolina
$314K
QAM
447
Quantres Asset Management
Cayman Islands
$311K +$305K +4,000 New
NIM
448
NuWave Investment Management
New Jersey
$308K +$303K +3,966 New
CNB
449
City National Bank
California
$304K -$184K -2,410 -38%
CWP
450
Capital Wealth Planning
Florida
$297K +$291K +3,815 New

INTU Hedge Fund Activity: Q1 2014 in Review

556 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2014, worth a combined $19.9B — up 0.24% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new INTU positions and 30 closed out — a net gain of 25 holders — while 188 added to existing stakes and 230 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $256M.

  • 556 institutional investors held Intuit (INTU) as of Q1 2014, up from 539 in Q4 2013.
  • Funds reported $19.9B of Intuit stock for Q1 2014, up 0.24% quarter-over-quarter.
  • 55 funds opened new Intuit positions in Q1 2014 and 30 closed out, a net change of +25 holders.
  • The largest Intuit buyer in Q1 2014 was Citadel Advisors, an estimated $139M added.
  • The largest Intuit seller in Q1 2014 was Capital World Investors, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2014.