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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
Principal Financial Group
26
Principal Financial Group
Iowa
$239M -$311K -2,774 -0.1%
Bank of America
27
Bank of America
North Carolina
$236M +$4.52M +40,324 +2%
Allianz Asset Management
28
Allianz Asset Management
Germany
$228M +$29.9M +266,738 +15%
LT
29
Lindsell Train
United Kingdom
$227M -$5.49M -49,000 -2%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$223M -$8.35M -74,595 -4%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$214M -$8.87M -79,245 -4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$204M +$7.96M +71,101 +4%
DGI
33
Disciplined Growth Investors
Minnesota
$172M -$482K -4,305 -0.3%
Prudential Financial
34
Prudential Financial
New Jersey
$165M +$8.01M +71,510 +5%
TA
35
Teachers Advisors
New York
$162M -$5.97M -53,358 -4%
Franklin Resources
36
Franklin Resources
California
$153M -$276K -2,464 -0.2%
LWCFA
37
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$145M -$700K -6,253 -0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
38
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$145M -$840K -7,500 -0.6%
Legal & General Group
39
Legal & General Group
United Kingdom
$132M -$1.99M -17,767 -2%
GIM
40
Generation Investment Management
United Kingdom
$129M -$1.24M -11,078 -1%
FPP
41
Findlay Park Partners
United Kingdom
$127M +$68.5M +611,944 +123%
PPA
42
Parametric Portfolio Associates
Washington
$124M +$1.63M +14,519 +1%
BlackRock
43
BlackRock
New York
$121M -$13.8M -123,668 -10%
UBS AM
44
UBS AM
Illinois
$116M -$4.53M -40,443 -4%
AQR Capital Management
45
AQR Capital Management
Connecticut
$114M +$20.8M +185,488 +23%
BA
46
BlackRock Advisors
Delaware
$109M -$3.21M -28,654 -3%
WBC
47
Westpac Banking Corp
Australia
$105M +$6.46M +57,684 +7%
Artisan Partners
48
Artisan Partners
Wisconsin
$102M -$6.6M -58,984 -6%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$102M +$8.82M +78,801 +10%
Marshall Wace
50
Marshall Wace
United Kingdom
$101M +$21.1M +188,387 +27%

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.