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Intuit

630 hedge funds and large institutions have $22.5B invested in Intuit in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 195 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 43

53% more call options, than puts

Call options by funds: $125M | Put options by funds: $81.5M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

4% more funds holding

Funds holding: 606630 (+24)

5% more capital invested

Capital invested by funds: $21.4B → $22.5B (+$1.04B)

22% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 250

Holders
630
Holders Change
+24
Holders Change %
+3.96%
% of All Funds
16.53%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.31%
New
75
Increased
195
Reduced
250
Closed
43
Calls
$125M
Puts
$81.5M
Net Calls
+$43.4M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
426
Weatherly Asset Management
California
$665K +$667K +6,900 New
ECM
427
Everence Capital Management
Indiana
$664K
AIA
428
Allegis Investment Advisors
Idaho
$648K +$649K +6,711 New
FT
429
Fiduciary Trust
Massachusetts
$632K -$60.8K -629 -9%
CC
430
ClearArc Capital
Ohio
$625K -$24.5K -253 -4%
DSC
431
Duncker Streett & Co
Missouri
$623K -$77.3K -800 -11%
JIC
432
Johnson Investment Counsel
Ohio
$609K -$19.3K -200 -3%
SYBT
433
Stock Yards Bank & Trust
Kentucky
$607K +$86.6K +896 +17%
HK
434
Horizon Kinetics
New York
$594K -$190K -1,970 -24%
PCA
435
Private Capital Advisors
Connecticut
$593K
LNWWM
436
Laird Norton Wetherby Wealth Management
California
$593K +$9.18K +95 +2%
NIT
437
NumerixS Investment Technologies
British Columbia, Canada
$593K +$189K +1,950 +46%
NIMI
438
Natixis Investment Managers International
France
$587K +$477K +4,931 +426%
Verition Fund Management
439
Verition Fund Management
Connecticut
$580K +$581K +6,013 New
CTA
440
Chesley Taft & Associates
Illinois
$579K -$38.7K -400 -6%
BCM
441
Bayesian Capital Management
New York
$561K +$562K +5,810 New
OMCS
442
Old Mutual Customised Solutions
South Africa
$560K
Bessemer Group
443
Bessemer Group
New Jersey
$559K +$203K +2,102 +57%
RGC
444
Roberts, Glore & Co
Illinois
$558K -$7.73K -80 -1%
MCWS
445
McKinley Carter Wealth Services
West Virginia
$556K -$77.5K -802 -12%
TWA
446
TCI Wealth Advisors
Arizona
$554K
EOJOAM
447
E. Ohman J:or Asset Management
Sweden
$550K
Fuller & Thaler Asset Management
448
Fuller & Thaler Asset Management
California
$521K -$29K -300 -5%
OCM
449
One Capital Management
California
$521K
PAG
450
Private Advisor Group
New Jersey
$509K +$27.1K +280 +6%

INTU Hedge Fund Activity: Q4 2015 in Review

630 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2015, worth a combined $22.5B — up 4.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new INTU positions and 43 closed out — a net gain of 32 holders — while 195 added to existing stakes and 250 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $175M. The largest seller was VOYA Investment Management, cutting an estimated $201M.

  • 630 institutional investors held Intuit (INTU) as of Q4 2015, up from 606 in Q3 2015.
  • Funds reported $22.5B of Intuit stock for Q4 2015, up 4.9% quarter-over-quarter.
  • 75 funds opened new Intuit positions in Q4 2015 and 43 closed out, a net change of +32 holders.
  • The largest Intuit buyer in Q4 2015 was Citadel Advisors, an estimated $175M added.
  • The largest Intuit seller in Q4 2015 was VOYA Investment Management, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2015.