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573 hedge funds and large institutions have $20.6B invested in Intuit in 2014 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 186 increasing their positions, 238 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

3% more funds holding

Funds holding: 556573 (+17)

4% more capital invested

Capital invested by funds: $19.9B → $20.6B (+$699M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

16% less call options, than puts

Call options by funds: $46.1M | Put options by funds: $55.1M

22% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 238

Holders
573
Holders Change
+17
Holders Change %
+3.06%
% of All Funds
16.47%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.37%
New
56
Increased
186
Reduced
238
Closed
35
Calls
$46.1M
Puts
$55.1M
Net Calls
-$9M
Net Calls Change
-$57.7M
Name Holding Trade Value Shares
Change
Change in
Stake
W
526
Wealthfront
California
$72K +$25.5K +330 +60%
SEC
527
Seven Eight Capital
New York
$72K +$69.4K +900 New
CG
528
Colony Group
Massachusetts
$69K -$6.87K -89 -9%
MAM
529
Mizuho Asset Management
Japan
$65K +$21.1K +274 +52%
PSI
530
Pinnacle Summer Investments
Virginia
$59K +$4.55K +59 +9%
VCM
531
Vigilant Capital Management
Maine
$58K
RCWMU
532
Rothschild & Co Wealth Management (UK)
United Kingdom
$56K +$53.2K +690 New
ST
533
SpiderRock Trading
Illinois
$53K
Bessemer Group
534
Bessemer Group
New Jersey
$51K +$19.1K +248 +65%
FWM
535
Focused Wealth Management
New York
$48K
BRWA
536
B. Riley Wealth Advisors
Florida
$45.1K +$43.2K +560 New
IPC
537
Independent Portfolio Consultants
Florida
$42K -$170K -2,209 -81%
MCM
538
Manchester Capital Management
Vermont
$41K
IRS
539
Invictus RG (Singapore)
Singapore
$41K +$24.2K +314 +157%
PSUF
540
People's United Financial
Connecticut
$39K
VVP
541
Vulcan Value Partners
Alabama
$39K +$37K +480 New
HPBT
542
High Point Bank & Trust
North Carolina
$36K
DBT
543
Dubuque Bank & Trust
Iowa
$36K +$34.3K +445 New
TCOV
544
Trust Company of Vermont
Vermont
$35K +$10K +130 +42%
EWM
545
Evercore Wealth Management
New York
$32K -$15.4K -200 -33%
TF
546
Tompkins Financial
New York
$32K
MA
547
MUFG Americas
New York
$31K -$65.6K -850 -69%
QAM
548
QCI Asset Management
New York
$30K
FAM
549
Fred Alger Management
New York
$28K +$6.48K +84 +32%
GSC
550
Ground Swell Capital
South Carolina
$26K +$24.5K +318 New

INTU Hedge Fund Activity: Q2 2014 in Review

573 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2014, worth a combined $20.6B — up 3.5% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new INTU positions and 35 closed out — a net gain of 21 holders — while 186 added to existing stakes and 238 trimmed.

The largest buyer was Norges Bank, adding an estimated $159M. The largest seller was Macquarie Group, cutting an estimated $475M.

  • 573 institutional investors held Intuit (INTU) as of Q2 2014, up from 556 in Q1 2014.
  • Funds reported $20.6B of Intuit stock for Q2 2014, up 3.5% quarter-over-quarter.
  • 56 funds opened new Intuit positions in Q2 2014 and 35 closed out, a net change of +21 holders.
  • The largest Intuit buyer in Q2 2014 was Norges Bank, an estimated $159M added.
  • The largest Intuit seller in Q2 2014 was Macquarie Group, an estimated $475M sold.

Based on aggregated 13F filings for Q2 2014.