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645 hedge funds and large institutions have $23.7B invested in Intuit in 2016 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 222 increasing their positions, 263 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 49

1% less funds holding

Funds holding: 654645 (-9)

6% less capital invested

Capital invested by funds: $25.2B → $23.7B (-$1.55B)

16% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 263

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

47% less call options, than puts

Call options by funds: $45.6M | Put options by funds: $85.9M

Holders
645
Holders Change
-9
Holders Change %
-1.38%
% of All Funds
17.21%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
48
Increased
222
Reduced
263
Closed
49
Calls
$45.6M
Puts
$85.9M
Net Calls
-$40.3M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
501
Tiemann Investment Advisors
California
$351K -$58.7K -525 -14%
CCA
502
Checchi Capital Advisers
California
$346K -$15.9K -142 -4%
QI
503
QS Investors
New York
$339K -$28.5K -255 -8%
SGCA
504
Steel Grove Capital Advisors
Tennessee
$330K
YMRC
505
Yorktown Management & Research Company
Virginia
$330K
IF
506
IRON Financial
Illinois
$330K +$336K +3,000 New
RWA
507
Ropes Wealth Advisors
Massachusetts
$325K -$4.36K -39 -1%
CCA
508
Conestoga Capital Advisors
Pennsylvania
$321K -$2.8K -25 -0.9%
VNA
509
VNBTrust National Association
Virginia
$319K
CC
510
Cannell & Co
New York
$318K
PHAM
511
Palisades Hudson Asset Management
Florida
$314K
SFM
512
Signature Financial Management
Virginia
$313K
WT
513
Whittier Trust
California
$312K -$43K -384 -12%
MCP
514
Mirador Capital Partners
California
$310K -$7.05K -63 -2%
GLA
515
Great Lakes Advisors
Illinois
$308K -$101K -900 -24%
First Manhattan
516
First Manhattan
New York
$308K
BFM
517
Boothbay Fund Management
New York
$307K +$312K +2,791 New
BMM
518
Buffington Mohr McNeal
Idaho
$306K
BOH
519
Bank of Hawaii
Hawaii
$304K +$2.24K +20 +0.7%
FNBT
520
FineMark National Bank & Trust
Florida
$298K
WTC
521
WhitTier Trust Company
Nevada
$296K
FTIOP
522
Fiduciary Trust International of Pennsylvania
Pennsylvania
$294K -$5.82K -52 -2%
SBIA
523
Sheaff Brock Investment Advisors
Indiana
$294K
Twin Tree Management
524
Twin Tree Management
Texas
$290K +$4.36K +39 +2%
FBC
525
Fairfield, Bush & Co
Connecticut
$288K

INTU Hedge Fund Activity: Q3 2016 in Review

645 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2016, worth a combined $23.7B — down 6.2% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of INTU and 48 opened new positions — a net loss of 1 holder — while 263 trimmed existing stakes and 222 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $185M. The largest seller was Winslow Capital Management, cutting an estimated $335M.

  • 645 institutional investors held Intuit (INTU) as of Q3 2016, down from 654 in Q2 2016.
  • Funds reported $23.7B of Intuit stock for Q3 2016, down 6.2% quarter-over-quarter.
  • 48 funds opened new Intuit positions in Q3 2016 and 49 closed out, a net change of -1 holder.
  • The largest Intuit buyer in Q3 2016 was T. Rowe Price Associates, an estimated $185M added.
  • The largest Intuit seller in Q3 2016 was Winslow Capital Management, an estimated $335M sold.

Based on aggregated 13F filings for Q3 2016.