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779 hedge funds and large institutions have $35.2B invested in Intuit in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 257 increasing their positions, 292 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

12% more capital invested

Capital invested by funds: $31.5B → $35.2B (+$3.67B)

4% more funds holding

Funds holding: 750779 (+29)

0.41% more ownership

Funds ownership: 86.97%87.39% (+0.41%)

12% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 292

25% less call options, than puts

Call options by funds: $119M | Put options by funds: $158M

Holders
779
Holders Change
+29
Holders Change %
+3.87%
% of All Funds
17.67%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.45%
New
97
Increased
257
Reduced
292
Closed
62
Calls
$119M
Puts
$158M
Net Calls
-$39.6M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$240M -$77.3M -507,181 -25%
Winslow Capital Management
27
Winslow Capital Management
Minnesota
$231M -$20.1M -131,935 -8%
Franklin Resources
28
Franklin Resources
California
$224M +$3.9M +25,601 +2%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$217M +$2.36M +15,494 +1%
APG Asset Management
30
APG Asset Management
Netherlands
$216M +$126M +828,387 +102%
TA
31
Teachers Advisors
New York
$213M -$16.2M -106,027 -7%
AQR Capital Management
32
AQR Capital Management
Connecticut
$208M +$40.4M +264,829 +25%
Legal & General Group
33
Legal & General Group
United Kingdom
$200M -$1.15M -7,577 -0.6%
DGI
34
Disciplined Growth Investors
Minnesota
$200M -$1.43M -9,404 -0.7%
JIM
35
Jupiter Investment Management
United Kingdom
$198M +$19.4M +127,079 +11%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$189M +$168M +1,103,518 +1,176%
LWCFA
37
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186M -$3.73M -24,498 -2%
NI
38
Numeric Investors
Massachusetts
$174M +$105M +687,768 +167%
JP Morgan Chase
39
JP Morgan Chase
New York
$172M +$103M +676,945 +163%
UBS AM
40
UBS AM
Illinois
$168M +$27.4M +179,894 +20%
JIM
41
Jensen Investment Management
Oregon
$164M +$37.8M +248,188 +31%
AL
42
AJO LP
Pennsylvania
$161M -$1.37M -9,001 -0.9%
Charles Schwab
43
Charles Schwab
California
$160M -$9.4M -61,664 -6%
PPA
44
Parametric Portfolio Associates
Washington
$159M -$13.6M -88,958 -8%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$159M +$20.5M +134,405 +15%
Swiss National Bank
46
Swiss National Bank
Switzerland
$158M +$16M +105,300 +12%
Ninety One (UK)
47
Ninety One (UK)
United Kingdom
$155M +$4.26M +27,946 +3%
Prudential Financial
48
Prudential Financial
New Jersey
$152M -$11.4M -75,080 -7%
Wells Fargo
49
Wells Fargo
California
$147M +$11M +72,295 +8%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$146M +$20.6M +135,150 +17%

INTU Hedge Fund Activity: Q4 2017 in Review

779 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2017, worth a combined $35.2B — up 12% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new INTU positions and 62 closed out — a net gain of 35 holders — while 257 added to existing stakes and 292 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was Renaissance Technologies, cutting an estimated $232M.

  • 779 institutional investors held Intuit (INTU) as of Q4 2017, up from 750 in Q3 2017.
  • Funds reported $35.2B of Intuit stock for Q4 2017, up 12% quarter-over-quarter.
  • 97 funds opened new Intuit positions in Q4 2017 and 62 closed out, a net change of +35 holders.
  • The largest Intuit buyer in Q4 2017 was Fidelity Investments, an estimated $232M added.
  • The largest Intuit seller in Q4 2017 was Renaissance Technologies, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2017.