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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
Aristotle Capital Management
476
Aristotle Capital Management
California
$936K
FMBTD
477
First Midwest Bank Trust Division
Illinois
$925K -$42.7K -280 -5%
BDF
478
Balasa Dinverno & Foltz
$920K +$146K +958 +20%
EMG
479
Ellington Management Group
Connecticut
$915K +$472K +3,100 +115%
SW
480
SVB Wealth
Massachusetts
$910K +$30.2K +198 +4%
AP
481
Advisor Partners
California
$897K +$28.5K +187 +4%
SPIA
482
Steward Partners Investment Advisory
New York
$896K +$25.5K +167 +3%
TWA
483
TCI Wealth Advisors
Arizona
$886K
OCM
484
One Capital Management
California
$852K
TC
485
Telemus Capital
Michigan
$848K +$819K +5,371 New
SAM
486
Silvercrest Asset Management
New York
$822K +$481K +3,155 +154%
ECM
487
Everence Capital Management
Indiana
$815K
AI
488
Atria Investments
North Carolina
$802K +$255K +1,672 +49%
First Manhattan
489
First Manhattan
New York
$799K +$346K +2,270 +81%
TCM
490
Teza Capital Management
Illinois
$798K +$771K +5,058 New
GCM
491
Glynn Capital Management
California
$789K
JCM
492
Jacobi Capital Management
Pennsylvania
$788K -$61K -400 -8%
FBFS
493
First Business Financial Services
Wisconsin
$783K +$756K +4,963 New
JIC
494
Johnson Investment Counsel
Ohio
$758K -$11.9K -78 -2%
MCWS
495
McKinley Carter Wealth Services
West Virginia
$754K -$11.9K -78 -2%
RCM
496
Riverhead Capital Management
Delaware
$738K -$222K -1,456 -24%
TCM
497
Twin Capital Management
Pennsylvania
$727K +$702K +4,606 New
PCM
498
Palisade Capital Management
New Jersey
$719K -$3.81K -25 -0.5%
GHCM
499
Glen Harbor Capital Management
California
$717K -$100K -656 -13%
AAM
500
Azzad Asset Management
Virginia
$711K +$217K +1,422 +46%

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.