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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
SW
451
SVB Wealth
Massachusetts
$810K -$22.2K -198 -3%
Pacer Advisors
452
Pacer Advisors
Pennsylvania
$807K -$14.6K -130 -2%
FCM
453
Flinton Capital Management
Pennsylvania
$789K +$771K +6,888 New
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$781K +$10.4K +93 +1%
W
455
Wealthfront
California
$748K +$23.3K +208 +3%
LP
456
LMR Partners
United Kingdom
$716K -$2.43M -21,675 -78%
LIA
457
LS Investment Advisors
Michigan
$716K +$1.34K +12 +0.2%
TSS
458
Two Sigma Securities
New York
$716K +$699K +6,243 New
PCA
459
Private Capital Advisors
Connecticut
$705K
IR
460
Invictus RG
Bermuda
$698K +$661K +5,907 +3,228%
CTA
461
Chesley Taft & Associates
Illinois
$688K
SACTSONJ
462
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$688K
AP
463
Advisor Partners
California
$682K +$146K +1,300 +28%
BC
464
Brinker Capital
Pennsylvania
$680K +$55.9K +499 +9%
CC
465
ClearArc Capital
Ohio
$678K -$9.85K -88 -1%
VIM
466
Veritas Investment Management
United Kingdom
$678K
MSV
467
MN Services Vermogensbeheer
Netherlands
$677K
DSI
468
Daiwa SB Investments
Japan
$672K -$6.72K -60 -1%
GCA
469
Gideon Capital Advisors
New York
$668K +$652K +5,822 New
NEI
470
Northwest & Ethical Investments
Ontario, Canada
$665K
GXMC
471
Global X Management Company
New York
$653K +$38.4K +343 +6%
Federated Hermes
472
Federated Hermes
Pennsylvania
$641K -$93.5K -835 -13%
Bank of Nova Scotia
473
Bank of Nova Scotia
Ontario, Canada
$641K +$44.8K +400 +8%
TWA
474
TCI Wealth Advisors
Arizona
$637K
CCG
475
Cypress Capital Group
Florida
$625K -$69.8K -623 -10%

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.