We are live on ! Find out more

573 hedge funds and large institutions have $20.6B invested in Intuit in 2014 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 186 increasing their positions, 238 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

3% more funds holding

Funds holding: 556573 (+17)

4% more capital invested

Capital invested by funds: $19.9B → $20.6B (+$699M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

16% less call options, than puts

Call options by funds: $46.1M | Put options by funds: $55.1M

22% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 238

Holders
573
Holders Change
+17
Holders Change %
+3.06%
% of All Funds
16.47%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.37%
New
56
Increased
186
Reduced
238
Closed
35
Calls
$46.1M
Puts
$55.1M
Net Calls
-$9M
Net Calls Change
-$57.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
476
Goelzer Investment Management
Indiana
$256K -$11.6K -150 -5%
BAM
477
Barrett Asset Management
New York
$254K
CFB
478
Cullen/Frost Bankers
Texas
$251K
VNA
479
VNBTrust National Association
Virginia
$250K
WSA
480
Wall Street Associates
California
$246K -$148K -1,915 -39%
BGAM
481
Boussard & Gavaudan Asset Management
United Kingdom
$246K +$6.87K +89 +3%
SGCA
482
Steel Grove Capital Advisors
Tennessee
$242K
CTC
483
Central Trust Company
Missouri
$240K
MIU
484
Man Investments (UK)
United Kingdom
$237K +$11.6K +151 +5%
CC
485
Cannell & Co
New York
$233K
PCM
486
Perritt Capital Management
Illinois
$230K -$37K -480 -14%
VFA
487
Virtus Fund Advisers
Connecticut
$229K +$219K +2,842 New
First Manhattan
488
First Manhattan
New York
$225K
BSW
489
Buckingham Strategic Wealth
Missouri
$222K -$77 -1 -0%
CIM
490
Calvert Investment Management
Maryland
$219K
AP
491
Advisor Partners
California
$219K +$210K +2,718 New
ESBC
492
E.S. Barr & Co
Kentucky
$213K
WTC
493
WhitTier Trust Company
Nevada
$211K
AssetMark Inc
494
AssetMark Inc
California
$211K +$202K +2,622 New
Connor, Clark & Lunn Investment Management (CC&L)
495
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$210K +$188K +2,443 New
SFM
496
Signature Financial Management
Virginia
$210K +$201K +2,610 New
MG
497
MDE Group
New Jersey
$207K -$49.5K -641 -20%
BFM
498
Boston Financial Management
Massachusetts
$201K +$193K +2,500 New
PCM
499
Prelude Capital Management
New York
$196K +$107K +1,389 +132%
SSB
500
Sandy Spring Bank
Maryland
$191K -$13.5K -175 -7%

INTU Hedge Fund Activity: Q2 2014 in Review

573 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2014, worth a combined $20.6B — up 3.5% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new INTU positions and 35 closed out — a net gain of 21 holders — while 186 added to existing stakes and 238 trimmed.

The largest buyer was Norges Bank, adding an estimated $159M. The largest seller was Macquarie Group, cutting an estimated $475M.

  • 573 institutional investors held Intuit (INTU) as of Q2 2014, up from 556 in Q1 2014.
  • Funds reported $20.6B of Intuit stock for Q2 2014, up 3.5% quarter-over-quarter.
  • 56 funds opened new Intuit positions in Q2 2014 and 35 closed out, a net change of +21 holders.
  • The largest Intuit buyer in Q2 2014 was Norges Bank, an estimated $159M added.
  • The largest Intuit seller in Q2 2014 was Macquarie Group, an estimated $475M sold.

Based on aggregated 13F filings for Q2 2014.