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573 hedge funds and large institutions have $20.6B invested in Intuit in 2014 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 186 increasing their positions, 238 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

3% more funds holding

Funds holding: 556573 (+17)

4% more capital invested

Capital invested by funds: $19.9B → $20.6B (+$699M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

16% less call options, than puts

Call options by funds: $46.1M | Put options by funds: $55.1M

22% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 238

Holders
573
Holders Change
+17
Holders Change %
+3.06%
% of All Funds
16.47%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.37%
New
56
Increased
186
Reduced
238
Closed
35
Calls
$46.1M
Puts
$55.1M
Net Calls
-$9M
Net Calls Change
-$57.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
426
Chesley Taft & Associates
Illinois
$515K
IMS
427
Index Management Solutions
Pennsylvania
$502K +$285K +3,692 +145%
TWA
428
TCI Wealth Advisors
Arizona
$499K -$540 -7 -0.1%
PCA
429
Private Capital Advisors
Connecticut
$495K
PAM
430
PartnerRe Asset Management
Connecticut
$486K -$62.6K -811 -12%
OCM
431
One Capital Management
California
$483K -$208K -2,700 -31%
BFS
432
Bradley Foster & Sargent
Connecticut
$483K
DWA
433
Douglass Winthrop Advisors
New York
$477K +$60.9K +790 +15%
Fiera Capital (Canada)
434
Fiera Capital (Canada)
Quebec, Canada
$474K +$454K +5,887 New
EOJOAM
435
E. Ohman J:or Asset Management
Sweden
$459K -$108K -1,400 -20%
CC
436
ClearArc Capital
Ohio
$459K +$6.56K +85 +2%
ClearBridge Investments
437
ClearBridge Investments
New York
$458K -$11.6K -150 -3%
MYAM
438
Meiji Yasuda Asset Management
Japan
$444K +$425K +5,509 New
SYBT
439
Stock Yards Bank & Trust
Kentucky
$432K
T
440
TradeWorx
New Jersey
$423K +$139K +1,797 +52%
LNWWM
441
Laird Norton Wetherby Wealth Management
California
$412K -$7.02K -91 -2%
CCA
442
Conestoga Capital Advisors
Pennsylvania
$410K -$7.71K -100 -2%
DD
443
Dominick & Dominick
New York
$403K
GCM
444
Glynn Capital Management
California
$403K
Commonwealth Equity Services
445
Commonwealth Equity Services
Massachusetts
$402K +$2.85K +37 +0.7%
Tudor Investment Corp
446
Tudor Investment Corp
Connecticut
$397K +$380K +4,925 New
ACM
447
Alpha Capital Management
Texas
$395K -$11K -142 -3%
WT
448
Wilmington Trust
Delaware
$394K +$41.9K +543 +12%
VIM
449
Veritas Investment Management
United Kingdom
$385K +$190K +2,462 +106%
FAM
450
Formidable Asset Management
Ohio
$381K

INTU Hedge Fund Activity: Q2 2014 in Review

573 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2014, worth a combined $20.6B — up 3.5% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new INTU positions and 35 closed out — a net gain of 21 holders — while 186 added to existing stakes and 238 trimmed.

The largest buyer was Norges Bank, adding an estimated $159M. The largest seller was Macquarie Group, cutting an estimated $475M.

  • 573 institutional investors held Intuit (INTU) as of Q2 2014, up from 556 in Q1 2014.
  • Funds reported $20.6B of Intuit stock for Q2 2014, up 3.5% quarter-over-quarter.
  • 56 funds opened new Intuit positions in Q2 2014 and 35 closed out, a net change of +21 holders.
  • The largest Intuit buyer in Q2 2014 was Norges Bank, an estimated $159M added.
  • The largest Intuit seller in Q2 2014 was Macquarie Group, an estimated $475M sold.

Based on aggregated 13F filings for Q2 2014.