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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
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$464K -$178 -2 -0%
DD
452
Dominick & Dominick
New York
$461K – – –
GCM
453
Glynn Capital Management
California
$461K – – –
WSA
454
Wall Street Associates
California
$455K +$208K +2,337 +90%
Bank of Nova Scotia
455
Bank of Nova Scotia
Ontario, Canada
$444K +$18.7K +210 +5%
TCOV
456
Trust Company of Vermont
Vermont
$440K +$377K +4,238 +791%
IC
457
IKOS CIF
Cyprus
$430K +$406K +4,560 New
FAM
458
Formidable Asset Management
Ohio
$428K – – –
SAM
459
Symphony Asset Management
California
$413K +$399K +4,486 New
SHGA
460
Sand Hill Global Advisors
California
$408K +$2.67K +30 +0.7%
CBN
461
Cadence Bank NA
Texas
$407K – – –
PP
462
Paloma Partners
Connecticut
$402K -$97.8K -1,099 -20%
CICI
463
Capital Investment Counsel Inc
North Carolina
$387K – – –
SPC
464
Sigma Planning Corp
Michigan
$381K +$367K +4,130 New
GEM
465
Global Endowment Management
North Carolina
$372K – – –
FTIOP
466
Fiduciary Trust International of Pennsylvania
Pennsylvania
$371K -$13.8K -155 -4%
QI
467
QS Investors
New York
$369K – – –
P
468
Pitcairn
Pennsylvania
$366K -$1.87K -21 -0.5%
OA
469
OFI Advisors
Pennsylvania
$352K -$534 -6 -0.2%
CIS
470
Connors Investor Services
Pennsylvania
$350K – – –
RCM
471
Reynolds Capital Management
Nevada
$332K -$133K -1,500 -29%
FNFDCM
472
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$332K – – –
Envestnet Asset Management
473
Envestnet Asset Management
Illinois
$331K +$164K +1,841 +105%
NIMI
474
Natixis Investment Managers International
France
$329K +$317K +3,566 New
WT
475
Whittier Trust
California
$327K – – –
17 18
19
20 21

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.