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692 hedge funds and large institutions have $25.1B invested in Intuit in 2016 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 207 increasing their positions, 280 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

85.35% more ownership

Funds ownership: 0%85.35% (+85%)

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

7% more funds holding

Funds holding: 645692 (+47)

6% more capital invested

Capital invested by funds: $23.7B → $25.1B (+$1.43B)

26% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 280

28% less call options, than puts

Call options by funds: $78.8M | Put options by funds: $109M

Holders
692
Holders Change
+47
Holders Change %
+7.29%
% of All Funds
17.3%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.47%
New
93
Increased
207
Reduced
280
Closed
34
Calls
$78.8M
Puts
$109M
Net Calls
-$30M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
501
Stock Yards Bank & Trust
Kentucky
$460K
CICI
502
Capital Investment Counsel Inc
North Carolina
$452K
GHCM
503
Glen Harbor Capital Management
California
$451K +$441K +3,936 New
CFG
504
Citizens Financial Group
Rhode Island
$447K
HFS
505
HL Financial Services
Kentucky
$429K -$2.76M -24,663 -87%
GS
506
GAM Systematic
United Kingdom
$425K -$8.73K -78 -2%
EP
507
Edgestream Partners
New Jersey
$423K -$269K -2,398 -39%
BSWMG
508
Barrington Strategic Wealth Management Group
Illinois
$423K +$3.92K +35 +1%
Luther King Capital Management (LKCM)
509
Luther King Capital Management (LKCM)
Texas
$420K +$168K +1,500 +69%
TI
510
Trexquant Investment
Connecticut
$419K +$410K +3,659 New
PAG
511
Private Advisor Group
New Jersey
$418K +$110K +983 +38%
SSW
512
Smith Shellnut Wilson
Mississippi
$418K +$408K +3,644 New
P
513
Pitcairn
Pennsylvania
$417K -$6.16K -55 -1%
WP
514
WealthSource Partners
California
$413K
HK
515
Horizon Kinetics
New York
$412K -$11.6K -104 -3%
Capstone Investment Advisors
516
Capstone Investment Advisors
New York
$412K +$403K +3,600 New
RWA
517
Ropes Wealth Advisors
Massachusetts
$403K +$63.3K +565 +19%
HI
518
HBK Investments
Texas
$401K -$2.1M -18,779 -84%
FNFDCM
519
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$400K
HC
520
Henshaw Capital
Massachusetts
$397K
WAM
521
Wealthspire Advisors (Maryland)
Maryland
$389K -$15K -134 -4%
RW
522
REDW Wealth
New Mexico
$387K +$378K +3,375 New
CAN
523
Cetera Advisor Networks
California
$381K +$97.1K +867 +35%
CC
524
Cedar Capital
Illinois
$380K +$9.18K +82 +3%
LOAME
525
Lombard Odier Asset Management (Europe)
United Kingdom
$375K

INTU Hedge Fund Activity: Q4 2016 in Review

692 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2016, worth a combined $25.1B — up 6.1% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new INTU positions and 34 closed out — a net gain of 59 holders — while 207 added to existing stakes and 280 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $436M. The largest seller was Capital Research Global Investors, cutting an estimated $761M.

  • 692 institutional investors held Intuit (INTU) as of Q4 2016, up from 645 in Q3 2016.
  • Funds reported $25.1B of Intuit stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 93 funds opened new Intuit positions in Q4 2016 and 34 closed out, a net change of +59 holders.
  • The largest Intuit buyer in Q4 2016 was T. Rowe Price Associates, an estimated $436M added.
  • The largest Intuit seller in Q4 2016 was Capital Research Global Investors, an estimated $761M sold.

Based on aggregated 13F filings for Q4 2016.