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726 hedge funds and large institutions have $25.6B invested in Intuit in 2017 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 241 increasing their positions, 281 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 39

28% more call options, than puts

Call options by funds: $133M | Put options by funds: $104M

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

5% more funds holding

Funds holding: 692726 (+34)

2% more capital invested

Capital invested by funds: $25.1B → $25.6B (+$451M)

0.8% more ownership

Funds ownership: 85.35%86.15% (+0.8%)

14% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 281

Holders
726
Holders Change
+34
Holders Change %
+4.91%
% of All Funds
18.07%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.57%
New
86
Increased
241
Reduced
281
Closed
39
Calls
$133M
Puts
$104M
Net Calls
+$29.5M
Net Calls Change
+$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
451
Thrivent Financial for Lutherans
Minnesota
$1.04M +$57.5K +480 +6%
OC
452
Oppenheimer & Co
New York
$1.01M +$17.9K +149 +2%
Mirae Asset Global Investments
453
Mirae Asset Global Investments
South Korea
$978K +$1.01M +8,431 New
HighTower Advisors
454
HighTower Advisors
Illinois
$966K -$55.7K -465 -5%
CWM
455
Calamos Wealth Management
Illinois
$958K -$290K -2,416 -23%
HFS
456
HL Financial Services
Kentucky
$947K +$530K +4,425 +118%
NIMI
457
Natixis Investment Managers International
France
$938K +$969K +8,085 New
V
458
Veritable
Delaware
$933K -$479 -4 -0%
CI
459
Conning Inc
Connecticut
$919K -$14.3K -119 -1%
ASN
460
Advisory Services Network
Georgia
$919K +$950K +7,923 New
MERSOM
461
Municipal Employees' Retirement System of Michigan
Michigan
$909K
OMCS
462
Old Mutual Customised Solutions
South Africa
$905K
RW
463
Rand Wealth
Maryland
$899K +$65.9K +550 +8%
AIA
464
Allegis Investment Advisors
Idaho
$889K +$11.4K +95 +1%
DWA
465
Douglass Winthrop Advisors
New York
$886K -$2.4K -20 -0.3%
TAM
466
Tyers Asset Management
Texas
$873K +$253K +2,112 +39%
NAMA
467
Nikko Asset Management Americas
New York
$870K +$47.9K +400 +6%
QI
468
QS Investors
New York
$856K +$515K +4,300 +140%
Pacer Advisors
469
Pacer Advisors
Pennsylvania
$854K +$38.8K +324 +5%
Federated Hermes
470
Federated Hermes
Pennsylvania
$854K +$213K +1,780 +32%
BFS
471
Bradley Foster & Sargent
Connecticut
$844K -$3K -25 -0.3%
ZCM
472
Zebra Capital Management
Connecticut
$842K -$19.9K -166 -2%
GCA
473
Gideon Capital Advisors
New York
$839K +$169K +1,408 +24%
TCOV
474
Trust Company of Vermont
Vermont
$835K +$7.31K +61 +0.9%
DAS
475
Dynamic Advisor Solutions
Arizona
$814K -$12.2K -102 -1%

INTU Hedge Fund Activity: Q1 2017 in Review

726 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2017, worth a combined $25.6B — up 1.8% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new INTU positions and 39 closed out — a net gain of 47 holders — while 241 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $1.95B. The largest seller was Capital Research Global Investors, cutting an estimated $504M.

  • 726 institutional investors held Intuit (INTU) as of Q1 2017, up from 692 in Q4 2016.
  • Funds reported $25.6B of Intuit stock for Q1 2017, up 1.8% quarter-over-quarter.
  • 86 funds opened new Intuit positions in Q1 2017 and 39 closed out, a net change of +47 holders.
  • The largest Intuit buyer in Q1 2017 was BlackRock, an estimated $1.95B added.
  • The largest Intuit seller in Q1 2017 was Capital Research Global Investors, an estimated $504M sold.

Based on aggregated 13F filings for Q1 2017.