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904 hedge funds and large institutions have $51.4B invested in Intuit in 2018 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 318 increasing their positions, 340 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $46.5B → $51.4B (+$4.93B)

3% more funds holding

Funds holding: 877904 (+27)

6% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 340

1.27% less ownership

Funds ownership: 88.79%87.51% (-1.3%)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-2)

24% less call options, than puts

Call options by funds: $258M | Put options by funds: $341M

Holders
904
Holders Change
+27
Holders Change %
+3.08%
% of All Funds
20.67%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.85%
New
85
Increased
318
Reduced
340
Closed
43
Calls
$258M
Puts
$341M
Net Calls
-$83M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$341M +$2.38M +11,100 +0.7%
Bank of America
27
Bank of America
North Carolina
$332M -$50M -232,783 -14%
JIM
28
Jupiter Investment Management
United Kingdom
$320M -$1.18M -5,506 -0.4%
WRF
29
Waddell & Reed Financial
Kansas
$300M +$137M +636,689 +94%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$295M +$248M +1,153,400 +801%
UBS AM
31
UBS AM
Illinois
$288M -$482K -2,243 -0.2%
TA
32
Teachers Advisors
New York
$282M -$1.55M -7,226 -0.6%
APG Asset Management
33
APG Asset Management
Netherlands
$281M +$2.47M +11,500 +0.8%
Winslow Capital Management
34
Winslow Capital Management
Minnesota
$280M -$6.16M -28,650 -2%
Legal & General Group
35
Legal & General Group
United Kingdom
$273M +$7.46M +34,739 +3%
Millennium Management
36
Millennium Management
New York
$269M +$117M +544,077 +85%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$267M +$31.6M +146,963 +14%
DGI
38
Disciplined Growth Investors
Minnesota
$264M +$6.92M +32,197 +3%
PPA
39
Parametric Portfolio Associates
Washington
$263M +$18M +83,894 +8%
AL
40
AJO LP
Pennsylvania
$262M +$36.5M +169,783 +17%
Charles Schwab
41
Charles Schwab
California
$260M +$4.22M +19,644 +2%
Deutsche Bank
42
Deutsche Bank
Germany
$260M +$63.1M +293,495 +35%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$259M -$53.7K -250 -0%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$254M +$47.4M +220,853 +25%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$252M +$45.4M +211,205 +24%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$251M +$16.6M +77,408 +8%
LWCFA
47
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$250M -$4.95M -23,063 -2%
JP Morgan Chase
48
JP Morgan Chase
New York
$238M -$117M -542,690 -34%
Ninety One (UK)
49
Ninety One (UK)
United Kingdom
$236M +$42.3M +196,961 +23%
JIM
50
Jensen Investment Management
Oregon
$229M -$281K -1,310 -0.1%

INTU Hedge Fund Activity: Q3 2018 in Review

904 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2018, worth a combined $51.4B — up 11% from $46.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new INTU positions and 43 closed out — a net gain of 42 holders — while 318 added to existing stakes and 340 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $1.2B. The largest seller was Capital World Investors, cutting an estimated $2.11B.

  • 904 institutional investors held Intuit (INTU) as of Q3 2018, up from 877 in Q2 2018.
  • Funds reported $51.4B of Intuit stock for Q3 2018, up 11% quarter-over-quarter.
  • 85 funds opened new Intuit positions in Q3 2018 and 43 closed out, a net change of +42 holders.
  • The largest Intuit buyer in Q3 2018 was Capital International Investors, an estimated $1.2B added.
  • The largest Intuit seller in Q3 2018 was Capital World Investors, an estimated $2.11B sold.

Based on aggregated 13F filings for Q3 2018.