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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
DSC
501
Duncker Streett & Co
Missouri
$710K
NB
502
Nicolet Bankshares
Wisconsin
$708K
AIA
503
Allegis Investment Advisors
Idaho
$705K -$87K -571 -11%
BSPF
504
British Steel Pension Fund
United Kingdom
$695K
DSI
505
Daiwa SB Investments
Japan
$689K +$224K +1,470 +51%
OMC
506
Old Mission Capital
Illinois
$683K +$659K +4,326 New
TIAAOA
507
Teachers Insurance & Annuity Association of America
New York
$680K +$658K +4,314 New
ZCA
508
Zeke Capital Advisors
Pennsylvania
$663K +$32.3K +212 +5%
NIT
509
NumerixS Investment Technologies
British Columbia, Canada
$647K -$1.11M -7,300 -64%
LC
510
Lourd Capital
California
$644K +$622K +4,079 New
NONA
511
Ninety One North America
New York
$644K +$622K +4,080 New
RGC
512
Roberts, Glore & Co
Illinois
$639K -$16K -105 -3%
KWILP
513
Kiwi Wealth Investments Limited Partnership
New Zealand
$633K +$612K +4,013 New
TSS
514
Two Sigma Securities
New York
$632K +$369K +2,421 +153%
CFG
515
Citizens Financial Group
Rhode Island
$615K
GI
516
Gradient Investments
Minnesota
$610K -$18.1K -119 -3%
Cambridge Investment Research Advisors
517
Cambridge Investment Research Advisors
Iowa
$607K +$189K +1,239 +47%
Victory Capital Management
518
Victory Capital Management
Texas
$606K -$27.1K -178 -4%
BFM
519
Boothbay Fund Management
New York
$600K -$1.83M -11,994 -76%
Fuller & Thaler Asset Management
520
Fuller & Thaler Asset Management
California
$600K
FIM
521
Freedom Investment Management
Connecticut
$599K +$33.4K +219 +6%
NO
522
Ninety One
South Africa
$598K
NAP
523
New Amsterdam Partners
New York
$590K -$26.4K -173 -4%
LS
524
Livforsakringsbolaget Skandia
Sweden
$589K -$137K -900 -19%
TAM
525
Tiverton Asset Management
Delaware
$588K +$568K +3,727 New

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.