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645 hedge funds and large institutions have $23.7B invested in Intuit in 2016 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 222 increasing their positions, 263 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 49

1% less funds holding

Funds holding: 654645 (-9)

6% less capital invested

Capital invested by funds: $25.2B → $23.7B (-$1.55B)

16% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 263

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

47% less call options, than puts

Call options by funds: $45.6M | Put options by funds: $85.9M

Holders
645
Holders Change
-9
Holders Change %
-1.38%
% of All Funds
17.21%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
48
Increased
222
Reduced
263
Closed
49
Calls
$45.6M
Puts
$85.9M
Net Calls
-$40.3M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$222M -$69.6M -622,695 -24%
Allianz Asset Management
27
Allianz Asset Management
Germany
$190M +$22.5M +201,303 +13%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$188M +$15.2M +135,849 +9%
DGI
29
Disciplined Growth Investors
Minnesota
$166M -$4.42M -39,535 -3%
TA
30
Teachers Advisors
New York
$161M -$23.1M -206,866 -12%
Prudential Financial
31
Prudential Financial
New Jersey
$151M +$99M +884,695 +183%
WRF
32
Waddell & Reed Financial
Kansas
$148M +$1.76M +15,700 +1%
AL
33
AJO LP
Pennsylvania
$147M +$77.1M +689,580 +106%
Franklin Resources
34
Franklin Resources
California
$147M +$70.2K +628 +0%
Caisse de Depot et Placement du Quebec (CDPQ)
35
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$140M +$4.88M +43,600 +4%
LWCFA
36
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$140M -$1.35M -12,095 -0.9%
BlackRock
37
BlackRock
New York
$130M -$6.62M -59,224 -5%
Legal & General Group
38
Legal & General Group
United Kingdom
$129M +$2.4M +21,491 +2%
GIM
39
Generation Investment Management
United Kingdom
$125M -$660K -5,900 -0.5%
Ameriprise
40
Ameriprise
Minnesota
$122M -$94.6M -845,736 -43%
PPA
41
Parametric Portfolio Associates
Washington
$117M +$1.04M +9,280 +0.9%
UBS AM
42
UBS AM
Illinois
$116M +$14.9M +133,076 +14%
BA
43
BlackRock Advisors
Delaware
$108M +$43.9M +392,605 +67%
Artisan Partners
44
Artisan Partners
Wisconsin
$105M -$2.8M -25,071 -3%
Macquarie Group
45
Macquarie Group
Australia
$98.5M -$157M -1,404,278 -61%
WBC
46
Westpac Banking Corp
Australia
$94.2M +$93.7M +837,908 +4,459%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$89.6M +$7.73M +69,117 +9%
Wells Fargo
48
Wells Fargo
California
$89.2M +$18.4M +164,673 +25%
AQR Capital Management
49
AQR Capital Management
Connecticut
$89.1M +$31.7M +283,541 +54%
AllianceBernstein
50
AllianceBernstein
Tennessee
$86.6M -$708K -6,328 -0.8%

INTU Hedge Fund Activity: Q3 2016 in Review

645 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2016, worth a combined $23.7B — down 6.2% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of INTU and 48 opened new positions — a net loss of 1 holder — while 263 trimmed existing stakes and 222 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $185M. The largest seller was Winslow Capital Management, cutting an estimated $335M.

  • 645 institutional investors held Intuit (INTU) as of Q3 2016, down from 654 in Q2 2016.
  • Funds reported $23.7B of Intuit stock for Q3 2016, down 6.2% quarter-over-quarter.
  • 48 funds opened new Intuit positions in Q3 2016 and 49 closed out, a net change of -1 holder.
  • The largest Intuit buyer in Q3 2016 was T. Rowe Price Associates, an estimated $185M added.
  • The largest Intuit seller in Q3 2016 was Winslow Capital Management, an estimated $335M sold.

Based on aggregated 13F filings for Q3 2016.