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Intuit

630 hedge funds and large institutions have $22.5B invested in Intuit in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 195 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 43

53% more call options, than puts

Call options by funds: $125M | Put options by funds: $81.5M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

4% more funds holding

Funds holding: 606630 (+24)

5% more capital invested

Capital invested by funds: $21.4B → $22.5B (+$1.04B)

22% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 250

Holders
630
Holders Change
+24
Holders Change %
+3.96%
% of All Funds
16.53%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.31%
New
75
Increased
195
Reduced
250
Closed
43
Calls
$125M
Puts
$81.5M
Net Calls
+$43.4M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
476
Wealthspire Advisors (Maryland)
Maryland
$354K +$355K +3,671 New
ACM
477
Argentus Capital Management
Texas
$348K
FNFDCM
478
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$347K
Victory Capital Management
479
Victory Capital Management
Texas
$343K +$344K +3,556 New
QI
480
QS Investors
New York
$338K +$580 +6 +0.2%
TIA
481
Tiemann Investment Advisors
California
$332K +$97 +1 +0%
WCF
482
West Coast Financial
California
$330K +$193 +2 +0.1%
MAM
483
Mizuho Asset Management
Japan
$322K +$49.1K +508 +18%
CG
484
Clinton Group
New York
$322K +$323K +3,336 New
SAM
485
Symphony Asset Management
California
$313K -$1.55K -16 -0.5%
TG
486
TLP Group
Illinois
$311K +$311K +3,222 New
RFS
487
Rockefeller Financial Services
New York
$309K -$7.44K -77 -2%
WT
488
Whittier Trust
California
$301K -$16K -166 -5%
VNA
489
VNBTrust National Association
Virginia
$300K
GLA
490
Great Lakes Advisors
Illinois
$292K +$15.6K +161 +6%
SGCA
491
Steel Grove Capital Advisors
Tennessee
$290K
YMRC
492
Yorktown Management & Research Company
Virginia
$290K
CCA
493
Conestoga Capital Advisors
Pennsylvania
$287K
CCA
494
Checchi Capital Advisers
California
$286K +$9.76K +101 +4%
AIM
495
Assured Investment Management
New York
$284K -$430K -4,447 -60%
GS
496
GAM Systematic
United Kingdom
$280K +$162K +1,677 +137%
CC
497
Cannell & Co
New York
$279K
PHAM
498
Palisades Hudson Asset Management
Florida
$276K
PCM
499
Perritt Capital Management
Illinois
$273K
AP
500
Advisor Partners
California
$271K +$6.77K +70 +3%

INTU Hedge Fund Activity: Q4 2015 in Review

630 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2015, worth a combined $22.5B — up 4.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new INTU positions and 43 closed out — a net gain of 32 holders — while 195 added to existing stakes and 250 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $175M. The largest seller was VOYA Investment Management, cutting an estimated $201M.

  • 630 institutional investors held Intuit (INTU) as of Q4 2015, up from 606 in Q3 2015.
  • Funds reported $22.5B of Intuit stock for Q4 2015, up 4.9% quarter-over-quarter.
  • 75 funds opened new Intuit positions in Q4 2015 and 43 closed out, a net change of +32 holders.
  • The largest Intuit buyer in Q4 2015 was Citadel Advisors, an estimated $175M added.
  • The largest Intuit seller in Q4 2015 was VOYA Investment Management, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2015.