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Intuit
INTU

793 hedge funds and large institutions have $39.4B invested in Intuit in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 328 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

40% more funds holding in top 10

Funds holding in top 10: 20 → 28 (+8)

12% more capital invested

Capital invested by funds: $35.2B → $39.4B (+$4.19B)

2% more funds holding

Funds holding: 779 → 793 (+14)

1.44% more ownership

Funds ownership: 87.39% → 88.83% (+1.4%)

2% more call options, than puts

Call options by funds: $132M | Put options by funds: $129M

21% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 328

Holders
793
Holders Change
+14
Holders Change %
+1.8%
% of All Funds
18.18%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.64%
New
73
Increased
258
Reduced
328
Closed
50
Calls
$132M
Puts
$129M
Net Calls
+$2.07M
Net Calls Change
+$41.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$537M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$401M
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$204M
4
PAM
Panagora Asset Management
Massachusetts
+$148M
5
Capital World Investors
Capital World Investors
California
+$118M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$141M
2
State Street
State Street
Massachusetts
-$136M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$124M
4
Renaissance Technologies
Renaissance Technologies
New York
-$82.1M
5
American Century Companies
American Century Companies
Missouri
-$74.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
501
CIBC Private Wealth Group
Georgia
$760K +$447K +2,658 +154%
SRAM
502
Stone Ridge Asset Management
New York
$719K +$151K +900 +28%
MCM
503
Manchester Capital Management
Vermont
$714K +$673K +4,000 +3,306%
BSPF
504
British Steel Pension Fund
United Kingdom
$695K – – –
FIM
505
Freedom Investment Management
Connecticut
$690K +$30.8K +183 +5%
RGC
506
Roberts, Glore & Co
Illinois
$684K -$17.7K -105 -3%
FBT
507
First Bank & Trust
South Dakota
$675K +$39.2K +233 +6%
KWILP
508
Kiwi Wealth Investments Limited Partnership
New Zealand
$673K -$21.9K -130 -3%
GI
509
Gradient Investments
Minnesota
$670K – – –
Susquehanna International Group
510
Susquehanna International Group
Pennsylvania
$663K -$3.87M -23,031 -86%
Assenagon Asset Management
511
Assenagon Asset Management
Luxembourg
$662K +$643K +3,820 New
NO
512
Ninety One
South Africa
$657K – – –
Victory Capital Management
513
Victory Capital Management
Texas
$651K -$14K -83 -2%
LS
514
Livforsakringsbolaget Skandia
Sweden
$647K – – –
NAP
515
New Amsterdam Partners
New York
$644K -$4.54K -27 -0.7%
Cambridge Investment Research Advisors
516
Cambridge Investment Research Advisors
Iowa
$638K -$27.9K -166 -4%
TAM
517
Tiverton Asset Management
Delaware
$634K -$11.4K -68 -2%
OSAM
518
O'Shaughnessy Asset Management
Connecticut
$633K +$15.5K +92 +3%
AIA
519
Allegis Investment Advisors
Idaho
$626K -$144K -854 -19%
HI
520
HBK Investments
Texas
$624K -$2.05M -12,199 -77%
FNFDCM
521
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$624K – – –
WP
522
WealthSource Partners
California
$624K +$336 +2 +0.1%
PCM
523
Prelude Capital Management
New York
$624K +$235K +1,396 +63%
QC
524
Quadrature Capital
United Kingdom
$616K -$2.23M -13,230 -79%
GFPC
525
Global Financial Private Capital
Florida
$599K -$536K -3,185 -48%
19 20
21
22 23

INTU Hedge Fund Activity: Q1 2018 in Review

793 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2018, worth a combined $39.4B — up 12% from $35.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new INTU positions and 50 closed out — a net gain of 23 holders — while 258 added to existing stakes and 328 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $537M. The largest seller was Morgan Stanley, cutting an estimated $141M.

  • 793 institutional investors held Intuit (INTU) as of Q1 2018, up from 779 in Q4 2017.
  • Funds reported $39.4B of Intuit stock for Q1 2018, up 12% quarter-over-quarter.
  • 73 funds opened new Intuit positions in Q1 2018 and 50 closed out, a net change of +23 holders.
  • The largest Intuit buyer in Q1 2018 was Fidelity Investments, an estimated $537M added.
  • The largest Intuit seller in Q1 2018 was Morgan Stanley, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2018.