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645 hedge funds and large institutions have $23.7B invested in Intuit in 2016 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 222 increasing their positions, 263 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 49

1% less funds holding

Funds holding: 654645 (-9)

6% less capital invested

Capital invested by funds: $25.2B → $23.7B (-$1.55B)

16% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 263

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

47% less call options, than puts

Call options by funds: $45.6M | Put options by funds: $85.9M

Holders
645
Holders Change
-9
Holders Change %
-1.38%
% of All Funds
17.21%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
48
Increased
222
Reduced
263
Closed
49
Calls
$45.6M
Puts
$85.9M
Net Calls
-$40.3M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
426
Bradley Foster & Sargent
Connecticut
$768K -$36.6K -327 -4%
DWA
427
Douglass Winthrop Advisors
New York
$765K -$79.9K -714 -9%
ECM
428
Everence Capital Management
Indiana
$757K
Verition Fund Management
429
Verition Fund Management
Connecticut
$746K +$758K +6,780 New
Rafferty Asset Management
430
Rafferty Asset Management
New York
$741K -$489K -4,376 -39%
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$740K -$4.47K -40 -0.6%
NCA
432
NCM Capital Advisers
North Carolina
$714K -$47.8K -427 -6%
Federated Hermes
433
Federated Hermes
Pennsylvania
$707K -$172K -1,539 -19%
TCOV
434
Trust Company of Vermont
Vermont
$699K -$18.9K -169 -3%
W
435
Wealthfront
California
$695K +$15.2K +136 +2%
LIA
436
LS Investment Advisors
Michigan
$685K -$124K -1,105 -15%
MSV
437
MN Services Vermogensbeheer
Netherlands
$685K +$7.49K +67 +1%
CIBC World Market
438
CIBC World Market
Ontario, Canada
$680K +$146K +1,305 +27%
PCA
439
Private Capital Advisors
Connecticut
$677K
AIM
440
Assured Investment Management
New York
$673K +$15.9K +142 +2%
EP
441
Edgestream Partners
New Jersey
$670K +$681K +6,091 New
CCG
442
Cypress Capital Group
Florida
$668K +$7.27K +65 +1%
CC
443
ClearArc Capital
Ohio
$661K -$23.4K -209 -3%
CTA
444
Chesley Taft & Associates
Illinois
$660K
SACTSONJ
445
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$660K
DSI
446
Daiwa SB Investments
Japan
$651K -$271K -2,420 -29%
VIM
447
Veritas Investment Management
United Kingdom
$650K -$89.8K -803 -12%
NEI
448
Northwest & Ethical Investments
Ontario, Canada
$638K +$649K +5,800 New
ASN
449
Advisory Services Network
Georgia
$627K +$32.5K +291 +5%
TWA
450
TCI Wealth Advisors
Arizona
$611K

INTU Hedge Fund Activity: Q3 2016 in Review

645 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2016, worth a combined $23.7B — down 6.2% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of INTU and 48 opened new positions — a net loss of 1 holder — while 263 trimmed existing stakes and 222 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $185M. The largest seller was Winslow Capital Management, cutting an estimated $335M.

  • 645 institutional investors held Intuit (INTU) as of Q3 2016, down from 654 in Q2 2016.
  • Funds reported $23.7B of Intuit stock for Q3 2016, down 6.2% quarter-over-quarter.
  • 48 funds opened new Intuit positions in Q3 2016 and 49 closed out, a net change of -1 holder.
  • The largest Intuit buyer in Q3 2016 was T. Rowe Price Associates, an estimated $185M added.
  • The largest Intuit seller in Q3 2016 was Winslow Capital Management, an estimated $335M sold.

Based on aggregated 13F filings for Q3 2016.