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556 hedge funds and large institutions have $19.9B invested in Intuit in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 230 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

69% more call options, than puts

Call options by funds: $119M | Put options by funds: $70.3M

3% more funds holding

Funds holding: 539556 (+17)

0% more capital invested

Capital invested by funds: $19.8B → $19.9B (+$47M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

18% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 230

Holders
556
Holders Change
+17
Holders Change %
+3.15%
% of All Funds
16.06%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.4%
New
55
Increased
188
Reduced
230
Closed
30
Calls
$119M
Puts
$70.3M
Net Calls
+$48.7M
Net Calls Change
+$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIS
451
Connors Investor Services
Pennsylvania
$295K -$38.2K -500 -12%
OA
452
OFI Advisors
Pennsylvania
$292K -$7.1K -93 -2%
EB
453
Eastern Bank
Massachusetts
$290K -$4.05K -53 -1%
FBC
454
Fairfield, Bush & Co
Connecticut
$290K
CBN
455
Cadence Bank NA
Texas
$288K
KFS
456
Kurt F. Somerville
$280K
RT
457
Reliance Trust
Georgia
$280K
WT
458
Whittier Trust
California
$276K -$59.5K -779 -18%
RCM
459
Reynolds Capital Management
Nevada
$272K
T
460
TradeWorx
New Jersey
$268K +$264K +3,454 New
TIA
461
Tiemann Investment Advisors
California
$262K
PCM
462
Perritt Capital Management
Illinois
$259K -$763 -10 -0.3%
GIM
463
Goelzer Investment Management
Indiana
$258K
WAM
464
Wolverine Asset Management
Illinois
$256K +$45.8K +600 +22%
MG
465
MDE Group
New Jersey
$250K +$5.27K +69 +2%
FTIOP
466
Fiduciary Trust International of Pennsylvania
Pennsylvania
$245K -$57.6K -755 -19%
BAM
467
Barrett Asset Management
New York
$245K -$45.8K -600 -16%
CFB
468
Cullen/Frost Bankers
Texas
$243K
VNA
469
VNBTrust National Association
Virginia
$241K
SGCA
470
Steel Grove Capital Advisors
Tennessee
$233K
HCA
471
Horan Capital Advisors
Ohio
$233K +$229K +3,000 New
ZDA
472
Zweig-DiMenna Associates
New York
$233K +$229K +3,000 New
CTC
473
Central Trust Company
Missouri
$232K +$82.4K +1,080 +57%
BGAM
474
Boussard & Gavaudan Asset Management
United Kingdom
$230K +$226K +2,960 New
CC
475
Cannell & Co
New York
$225K +$221K +2,892 New

INTU Hedge Fund Activity: Q1 2014 in Review

556 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2014, worth a combined $19.9B — up 0.24% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new INTU positions and 30 closed out — a net gain of 25 holders — while 188 added to existing stakes and 230 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $256M.

  • 556 institutional investors held Intuit (INTU) as of Q1 2014, up from 539 in Q4 2013.
  • Funds reported $19.9B of Intuit stock for Q1 2014, up 0.24% quarter-over-quarter.
  • 55 funds opened new Intuit positions in Q1 2014 and 30 closed out, a net change of +25 holders.
  • The largest Intuit buyer in Q1 2014 was Citadel Advisors, an estimated $139M added.
  • The largest Intuit seller in Q1 2014 was Capital World Investors, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2014.