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692 hedge funds and large institutions have $25.1B invested in Intuit in 2016 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 207 increasing their positions, 280 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

85.35% more ownership

Funds ownership: 0%85.35% (+85%)

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

7% more funds holding

Funds holding: 645692 (+47)

6% more capital invested

Capital invested by funds: $23.7B → $25.1B (+$1.43B)

26% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 280

28% less call options, than puts

Call options by funds: $78.8M | Put options by funds: $109M

Holders
692
Holders Change
+47
Holders Change %
+7.29%
% of All Funds
17.3%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.47%
New
93
Increased
207
Reduced
280
Closed
34
Calls
$78.8M
Puts
$109M
Net Calls
-$30M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
426
Boston Advisors
Massachusetts
$1.03M -$78.3K -699 -7%
HighTower Advisors
427
HighTower Advisors
Illinois
$1.01M +$48K +429 +5%
Rafferty Asset Management
428
Rafferty Asset Management
New York
$984K +$207K +1,846 +27%
OC
429
Oppenheimer & Co
New York
$978K -$5.15K -46 -0.5%
CANY
430
Caxton Associates (New York)
New York
$974K +$952K +8,500 New
Thrivent Financial for Lutherans
431
Thrivent Financial for Lutherans
Minnesota
$970K +$45.9K +410 +5%
NA
432
Neuburgh Advisers
California
$958K +$937K +8,364 New
Aristotle Capital Management
433
Aristotle Capital Management
California
$940K -$17.9K -160 -2%
CAS
434
Cue Advisory Services
Arizona
$933K -$89.6K -800 -9%
V
435
Veritable
Delaware
$923K +$14.9K +133 +2%
CI
436
Conning Inc
Connecticut
$921K +$6.72K +60 +0.8%
KRSITF
437
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$905K -$50.6K -452 -5%
BBHC
438
Brown Brothers Harriman & Co
New York
$904K -$633K -5,655 -42%
MERSOM
439
Municipal Employees' Retirement System of Michigan
Michigan
$899K -$28K -250 -3%
OMCS
440
Old Mutual Customised Solutions
South Africa
$894K +$291K +2,600 +50%
DWA
441
Douglass Winthrop Advisors
New York
$878K +$79.4K +709 +10%
AIA
442
Allegis Investment Advisors
Idaho
$867K -$46.2K -413 -5%
ZCM
443
Zebra Capital Management
Connecticut
$851K +$341K +3,048 +70%
EHWM
444
Eads & Heald Wealth Management
Georgia
$837K -$11.2K -100 -1%
BFS
445
Bradley Foster & Sargent
Connecticut
$837K +$35.8K +320 +5%
RW
446
Rand Wealth
Maryland
$825K
TCOV
447
Trust Company of Vermont
Vermont
$819K +$87.9K +785 +12%
DAS
448
Dynamic Advisor Solutions
Arizona
$816K +$1.9K +17 +0.2%
NAMA
449
Nikko Asset Management Americas
New York
$814K +$795K +7,100 New
CG
450
Clinton Group
New York
$812K +$794K +7,087 New

INTU Hedge Fund Activity: Q4 2016 in Review

692 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2016, worth a combined $25.1B — up 6.1% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new INTU positions and 34 closed out — a net gain of 59 holders — while 207 added to existing stakes and 280 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $436M. The largest seller was Capital Research Global Investors, cutting an estimated $761M.

  • 692 institutional investors held Intuit (INTU) as of Q4 2016, up from 645 in Q3 2016.
  • Funds reported $25.1B of Intuit stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 93 funds opened new Intuit positions in Q4 2016 and 34 closed out, a net change of +59 holders.
  • The largest Intuit buyer in Q4 2016 was T. Rowe Price Associates, an estimated $436M added.
  • The largest Intuit seller in Q4 2016 was Capital Research Global Investors, an estimated $761M sold.

Based on aggregated 13F filings for Q4 2016.