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556 hedge funds and large institutions have $19.9B invested in Intuit in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 230 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

69% more call options, than puts

Call options by funds: $119M | Put options by funds: $70.3M

3% more funds holding

Funds holding: 539556 (+17)

0% more capital invested

Capital invested by funds: $19.8B → $19.9B (+$47M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

18% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 230

Holders
556
Holders Change
+17
Holders Change %
+3.15%
% of All Funds
16.06%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.4%
New
55
Increased
188
Reduced
230
Closed
30
Calls
$119M
Puts
$70.3M
Net Calls
+$48.7M
Net Calls Change
+$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
526
Tompkins Financial
New York
$31K +$11.1K +145 +58%
Bessemer Group
527
Bessemer Group
New Jersey
$30K
CFA
528
CT Financial Advisors
Pennsylvania
$29.1K +$22.9K +300 New
QAM
529
QCI Asset Management
New York
$29K
S
530
SignatureFD
Georgia
$29K
TCOV
531
Trust Company of Vermont
Vermont
$24K
Manulife (Manufacturers Life Insurance)
532
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.9K -$17.7M -232,223 -45%
TRCT
533
Tower Research Capital (TRC)
New York
$21K -$83.6K -1,095 -81%
EFSCE
534
Enterprise Financial Services Corp (EFSC)
Missouri
$20K +$916 +12 +5%
FAM
535
Fred Alger Management
New York
$20K +$3.21K +42 +19%
RFA
536
Reilly Financial Advisors
California
$19K +$18.9K +248 New
IRS
537
Invictus RG (Singapore)
Singapore
$16K -$91.6K -1,200 -86%
ST
538
Spot Trading
Illinois
$15K -$22.9K -300 -61%
GAM
539
Gemmer Asset Management
California
$11K +$10.6K +139 New
ST
540
SpiderRock Trading
Illinois
$8K
ST
541
Stifel Trust
Missouri
$8K
M&T Bank
542
M&T Bank
New York
$6K
PAS
543
Partnervest Advisory Services
California
$6K
RFS
544
Rockefeller Financial Services
New York
$6K
ECM
545
ETrade Capital Management
Virginia
$6K +$2.14K +28 +61%
ST
546
Smithfield Trust
Pennsylvania
$6K +$6.11K +80 New
JFGIW
547
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
TFO
548
Tarbox Family Office
California
$5K
WA
549
WFG Advisors
Texas
$5K +$76 +1 +2%
NSIM
550
North Star Investment Management
Illinois
$5K +$4.58K +60 New

INTU Hedge Fund Activity: Q1 2014 in Review

556 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2014, worth a combined $19.9B — up 0.24% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new INTU positions and 30 closed out — a net gain of 25 holders — while 188 added to existing stakes and 230 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $256M.

  • 556 institutional investors held Intuit (INTU) as of Q1 2014, up from 539 in Q4 2013.
  • Funds reported $19.9B of Intuit stock for Q1 2014, up 0.24% quarter-over-quarter.
  • 55 funds opened new Intuit positions in Q1 2014 and 30 closed out, a net change of +25 holders.
  • The largest Intuit buyer in Q1 2014 was Citadel Advisors, an estimated $139M added.
  • The largest Intuit seller in Q1 2014 was Capital World Investors, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2014.