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Intuit
INTU

598 hedge funds and large institutions have $23.6B invested in Intuit in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 180 increasing their positions, 247 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

15% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $76M

6% more funds holding

Funds holding: 564 → 598 (+34)

5% more capital invested

Capital invested by funds: $22.4B → $23.6B (+$1.22B)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

27% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 247

Holders
598
Holders Change
+34
Holders Change %
+6.03%
% of All Funds
15.95%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
76
Increased
180
Reduced
247
Closed
32
Calls
$87.5M
Puts
$76M
Net Calls
+$11.5M
Net Calls Change
-$112M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
2
American Century Companies
American Century Companies
Missouri
+$111M
3
Ameriprise
Ameriprise
Minnesota
+$98.3M
4
State Street
State Street
Massachusetts
+$60.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$120M
2
Citadel Advisors
Citadel Advisors
Florida
-$116M
3
Morgan Stanley
Morgan Stanley
New York
-$114M
4
Invesco
Invesco
Georgia
-$64.7M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
426
Rand Wealth
Maryland
$643K – – –
ECM
427
Everence Capital Management
Indiana
$635K – – –
Thrivent Financial for Lutherans
428
Thrivent Financial for Lutherans
Minnesota
$622K +$4.45K +50 +0.7%
QCMC
429
Quantum Capital Management (California)
California
$615K -$105K -1,179 -15%
DAS
430
Dynamic Advisor Solutions
Arizona
$615K +$1.33K +15 +0.2%
Belvedere Trading
431
Belvedere Trading
Illinois
$594K +$573K +6,440 New
AL
432
AJO LP
Pennsylvania
$590K -$96.1K -1,080 -14%
CTA
433
Chesley Taft & Associates
Illinois
$590K – – –
PCA
434
Private Capital Advisors
Connecticut
$567K – – –
PAM
435
PartnerRe Asset Management
Connecticut
$561K +$78.6K +884 +17%
CC
436
ClearArc Capital
Ohio
$560K +$18.4K +207 +4%
OCM
437
One Capital Management
California
$553K – – –
ACM
438
Alpha Capital Management
Texas
$552K +$134K +1,512 +34%
AGM
439
Alpine Global Management
New York
$546K +$527K +5,925 New
TWA
440
TCI Wealth Advisors
Arizona
$541K -$29.9K -336 -5%
MC
441
Miles Capital
Iowa
$539K +$520K +5,842 New
EOJOAM
442
E. Ohman J:or Asset Management
Sweden
$531K – – –
ClearBridge Investments
443
ClearBridge Investments
New York
$524K – – –
LTFS
444
Ladenburg Thalmann Financial Services
Florida
$523K +$317K +3,561 +166%
Rafferty Asset Management
445
Rafferty Asset Management
New York
$502K +$159K +1,783 +49%
BFS
446
Bradley Foster & Sargent
Connecticut
$496K -$53.4K -600 -10%
SYBT
447
Stock Yards Bank & Trust
Kentucky
$494K – – –
GMIM
448
General Motors Investment Management
New York
$492K -$840K -9,440 -64%
FMBTD
449
First Midwest Bank Trust Division
Illinois
$481K -$1.03M -11,540 -69%
Commonwealth Equity Services
450
Commonwealth Equity Services
Massachusetts
$470K +$15.3K +172 +3%
16 17
18
19 20

INTU Hedge Fund Activity: Q4 2014 in Review

598 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2014, worth a combined $23.6B — up 5.5% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new INTU positions and 32 closed out — a net gain of 44 holders — while 180 added to existing stakes and 247 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $432M. The largest seller was Neuberger Berman Group, cutting an estimated $120M.

  • 598 institutional investors held Intuit (INTU) as of Q4 2014, up from 564 in Q3 2014.
  • Funds reported $23.6B of Intuit stock for Q4 2014, up 5.5% quarter-over-quarter.
  • 76 funds opened new Intuit positions in Q4 2014 and 32 closed out, a net change of +44 holders.
  • The largest Intuit buyer in Q4 2014 was Fidelity Investments, an estimated $432M added.
  • The largest Intuit seller in Q4 2014 was Neuberger Berman Group, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2014.