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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
RWA
501
Ropes Wealth Advisors
Massachusetts
$271K +$62.6K +648 +30%
First Manhattan
502
First Manhattan
New York
$270K -$14.1K -146 -5%
IA
503
IFP Advisors
Florida
$264K +$264K +2,735 New
CBN
504
Cadence Bank NA
Texas
$262K
FNBT
505
FineMark National Bank & Trust
Florida
$261K -$9.57K -99 -4%
MCM
506
MV Capital Management
Maryland
$261K +$91.3K +944 +54%
GIM
507
Goelzer Investment Management
Indiana
$258K
SBIA
508
Sheaff Brock Investment Advisors
Indiana
$258K +$259K +2,677 New
WTC
509
WhitTier Trust Company
Nevada
$254K
FBC
510
Fairfield, Bush & Co
Connecticut
$253K -$9.67K -100 -4%
CFB
511
Cullen/Frost Bankers
Texas
$253K
KIA
512
KCM Investment Advisors
California
$253K
MC
513
Maverick Capital
Texas
$251K -$27.1K -280 -10%
PP
514
Prudential plc
United Kingdom
$251K +$251K +2,600 New
SFM
515
Signature Financial Management
Virginia
$249K +$249K +2,575 New
KFS
516
Kurt F. Somerville
$248K
GWM
517
Gupta Wealth Management
California
$245K
Twin Tree Management
518
Twin Tree Management
Texas
$244K +$174K +1,801 +246%
BFM
519
Boston Financial Management
Massachusetts
$241K
JMFC
520
J.M. Forbes & Co
Massachusetts
$241K
DIA
521
Denver Investment Advisors
Colorado
$239K
AT
522
Arden Trust
Delaware
$238K -$53.3K -551 -18%
KA
523
Kovack Advisors
Florida
$235K
ESBC
524
E.S. Barr & Co
Kentucky
$232K
QIM
525
Quest Investment Management
Oregon
$232K

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.