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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
Citadel Advisors
26
Citadel Advisors
Florida
$220M +$139M +1,825,403 +181%
Jennison Associates
27
Jennison Associates
New York
$202M -$21.3M -278,550 -10%
BG
28
BlackRock Group
United Kingdom
$194M -$2.97M -38,924 -2%
Principal Financial Group
29
Principal Financial Group
Iowa
$185M +$1.46M +19,124 +0.8%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$163M +$170K +2,224 +0.1%
Norges Bank
31
Norges Bank
Norway
$160M
DGI
32
Disciplined Growth Investors
Minnesota
$160M +$1.11M +14,475 +0.7%
GE
33
General Electric
Ohio
$152M +$8.57M +112,292 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$127M -$5.48M -71,778 -4%
TA
35
Teachers Advisors
New York
$123M +$23.8M +312,349 +24%
Caisse de Depot et Placement du Quebec (CDPQ)
36
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$123M +$20M +262,300 +20%
EARNEST Partners
37
EARNEST Partners
Georgia
$113M +$1.1M +14,347 +1%
CAM
38
Contour Asset Management
New York
$112M +$110M +1,438,348 New
MAA
39
Managed Account Advisors
New Jersey
$111M -$4.44M -58,208 -4%
UBS AM
40
UBS AM
Illinois
$104M +$6.8M +89,118 +7%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$99.7M -$13.7M -179,433 -12%
LWCFA
42
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94.8M -$146K -1,913 -0.2%
NM
43
Naya Management
United Kingdom
$92.3M +$13.7M +179,720 +18%
Deutsche Bank
44
Deutsche Bank
Germany
$91.2M -$26.4M -346,427 -23%
Franklin Resources
45
Franklin Resources
California
$82M +$132K +1,725 +0.2%
Legal & General Group
46
Legal & General Group
United Kingdom
$81.2M -$6.29M -82,347 -7%
Goldman Sachs
47
Goldman Sachs
New York
$80M -$30.6M -400,492 -28%
LT
48
Lindsell Train
United Kingdom
$79.7M +$5.61M +73,500 +8%
SCM
49
Sterling Capital Management
North Carolina
$79.4M -$2.64M -34,600 -3%
NFA
50
Nationwide Fund Advisors
Ohio
$71.3M -$747K -9,786 -1%

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.