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Intuit
INTU

598 hedge funds and large institutions have $23.6B invested in Intuit in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 180 increasing their positions, 247 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

15% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $76M

6% more funds holding

Funds holding: 564 → 598 (+34)

5% more capital invested

Capital invested by funds: $22.4B → $23.6B (+$1.22B)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

27% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 247

Holders
598
Holders Change
+34
Holders Change %
+6.03%
% of All Funds
15.95%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
76
Increased
180
Reduced
247
Closed
32
Calls
$87.5M
Puts
$76M
Net Calls
+$11.5M
Net Calls Change
-$112M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
2
American Century Companies
American Century Companies
Missouri
+$111M
3
Ameriprise
Ameriprise
Minnesota
+$98.3M
4
State Street
State Street
Massachusetts
+$60.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$120M
2
Citadel Advisors
Citadel Advisors
Florida
-$116M
3
Morgan Stanley
Morgan Stanley
New York
-$114M
4
Invesco
Invesco
Georgia
-$64.7M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
476
Palisades Hudson Asset Management
Florida
$326K – – –
CWP
477
Capital Wealth Planning
Florida
$325K -$15.1K -170 -5%
CCA
478
Conestoga Capital Advisors
Pennsylvania
$320K -$6.67K -75 -2%
BSW
479
Buckingham Strategic Wealth
Missouri
$317K +$81.8K +920 +37%
TIA
480
Tiemann Investment Advisors
California
$313K -$4.45K -50 -1%
AIM
481
Acuity Investment Management
Ontario, Canada
$312K +$302K +3,390 New
IMS
482
Index Management Solutions
Pennsylvania
$310K -$390K -4,381 -57%
FBC
483
Fairfield, Bush & Co
Connecticut
$309K -$6.67K -75 -2%
CC
484
Cipher Capital
New York
$301K +$290K +3,263 New
BAM
485
Barrett Asset Management
New York
$290K – – –
EB
486
Eastern Bank
Massachusetts
$290K – – –
DCM
487
Dynamic Capital Management
Jersey
$289K +$279K +3,140 New
CFB
488
Cullen/Frost Bankers
Texas
$288K -$3.56K -40 -1%
HHGA
489
Halbert Hargrove Global Advisors
California
$286K -$10.1K -113 -4%
VNA
490
VNBTrust National Association
Virginia
$286K – – –
GIM
491
Goelzer Investment Management
Indiana
$279K -$13.3K -150 -5%
YMRC
492
Yorktown Management & Research Company
Virginia
$277K +$267K +3,000 New
First Manhattan
493
First Manhattan
New York
$271K – – –
CC
494
Cannell & Co
New York
$267K – – –
PCM
495
Perritt Capital Management
Illinois
$261K – – –
MYLI
496
Meiji Yasuda Life Insurance
Japan
$259K -$475K -5,340 -66%
AP
497
Advisor Partners
California
$254K -$1.16K -13 -0.5%
CCA
498
Checchi Capital Advisers
California
$252K +$10.4K +117 +4%
CPS
499
Counsel Portfolio Services
Ontario, Canada
$249K +$240K +2,700 New
ZDA
500
Zweig-DiMenna Associates
New York
$249K +$240K +2,700 New
18 19
20
21 22

INTU Hedge Fund Activity: Q4 2014 in Review

598 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2014, worth a combined $23.6B — up 5.5% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new INTU positions and 32 closed out — a net gain of 44 holders — while 180 added to existing stakes and 247 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $432M. The largest seller was Neuberger Berman Group, cutting an estimated $120M.

  • 598 institutional investors held Intuit (INTU) as of Q4 2014, up from 564 in Q3 2014.
  • Funds reported $23.6B of Intuit stock for Q4 2014, up 5.5% quarter-over-quarter.
  • 76 funds opened new Intuit positions in Q4 2014 and 32 closed out, a net change of +44 holders.
  • The largest Intuit buyer in Q4 2014 was Fidelity Investments, an estimated $432M added.
  • The largest Intuit seller in Q4 2014 was Neuberger Berman Group, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2014.