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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
CLOS
501
Compagnie Lombard Odier SCmA
Switzerland
$188K
LOAMS
502
Lombard Odier Asset Management (Switzerland)
Switzerland
$187K +$180K +2,339 New
LTFS
503
Ladenburg Thalmann Financial Services
Florida
$186K +$5.55K +72 +3%
FMLI
504
Fukoku Mutual Life Insurance
Japan
$185K +$15.4K +200 +10%
OMCS
505
Old Mutual Customised Solutions
South Africa
$177K -$46.3K -600 -21%
GIS
506
Guardian Investor Services
New York
$170K -$6.87K -89 -4%
Envestnet Asset Management
507
Envestnet Asset Management
Illinois
$165K -$20.4K -264 -11%
ARMT
508
Amica Retiree Medical Trust
Rhode Island
$163K
WA
509
WealthTrust-Arizona
Arizona
$156K +$27.7K +359 +23%
FHA
510
First Horizon Advisors
Tennessee
$135K +$89.5K +1,160 +227%
GLI
511
Guardian Life Insurance
New York
$129K
MWP
512
MYCIO Wealth Partners
Pennsylvania
$129K
FNBT
513
FineMark National Bank & Trust
Florida
$128K -$27K -350 -18%
PTC
514
Private Trust Company
Ohio
$127K -$55.2K -715 -31%
MDCM
515
Morgan Dempsey Capital Management
Wisconsin
$121K
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$117K -$22.8K -296 -17%
BRWM
517
B. Riley Wealth Management
Tennessee
$110K +$540 +7 +0.5%
JWA
518
JFS Wealth Advisors
Pennsylvania
$106K +$101K +1,315 New
NYLIM
519
New York Life Investment Management
New York
$97K
WA
520
Waverly Advisors
Alabama
$97K
LBG
521
Lloyds Banking Group
United Kingdom
$89K -$4.06M -52,618 -98%
SAMC
522
Shinko Asset Management Company
Japan
$88K
1IC
523
1919 Investment Counsel
Maryland
$87K
TC
524
TradeLink Capital
Illinois
$81K +$77.1K +1,000 New
FQ
525
First Quadrant
California
$72K

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.