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Intuit
INTU

598 hedge funds and large institutions have $23.6B invested in Intuit in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 180 increasing their positions, 247 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

15% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $76M

6% more funds holding

Funds holding: 564 → 598 (+34)

5% more capital invested

Capital invested by funds: $22.4B → $23.6B (+$1.22B)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

27% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 247

Holders
598
Holders Change
+34
Holders Change %
+6.03%
% of All Funds
15.95%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
76
Increased
180
Reduced
247
Closed
32
Calls
$87.5M
Puts
$76M
Net Calls
+$11.5M
Net Calls Change
-$112M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
2
American Century Companies
American Century Companies
Missouri
+$111M
3
Ameriprise
Ameriprise
Minnesota
+$98.3M
4
State Street
State Street
Massachusetts
+$60.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$120M
2
Citadel Advisors
Citadel Advisors
Florida
-$116M
3
Morgan Stanley
Morgan Stanley
New York
-$114M
4
Invesco
Invesco
Georgia
-$64.7M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARMT
526
Amica Retiree Medical Trust
Rhode Island
$186K – – –
GIS
527
Guardian Investor Services
New York
$182K -$3.38K -38 -2%
W
528
Wealthfront
California
$181K +$30.2K +339 +21%
SSB
529
Sandy Spring Bank
Maryland
$171K -$46.7K -525 -22%
OMCS
530
Old Mutual Customised Solutions
South Africa
$166K +$26.7K +300 +20%
FHA
531
First Horizon Advisors
Tennessee
$152K +$4.18K +47 +3%
GLI
532
Guardian Life Insurance
New York
$150K +$1.07K +12 +0.7%
MWP
533
MYCIO Wealth Partners
Pennsylvania
$148K – – –
EWM
534
Evercore Wealth Management
New York
$139K +$98.4K +1,106 +277%
MDCM
535
Morgan Dempsey Capital Management
Wisconsin
$137K -$32.9K -370 -20%
JWA
536
JFS Wealth Advisors
Pennsylvania
$121K – – –
MAM
537
Mizuho Asset Management
Japan
$119K +$42.9K +482 +60%
NYLIM
538
New York Life Investment Management
New York
$111K – – –
IC
539
Intersect Capital
California
$106K +$102K +1,151 New
AIM
540
Artemis Investment Management
United Kingdom
$104K -$1.3M -14,639 -93%
WA
541
WealthTrust-Arizona
Arizona
$86K -$83.8K -942 -50%
FQ
542
First Quadrant
California
$83K -$151K -1,700 -65%
SAMC
543
Shinko Asset Management Company
Japan
$83K -$17.8K -200 -18%
MCM
544
MV Capital Management
Maryland
$80K +$77.7K +873 New
Royal London Asset Management
545
Royal London Asset Management
United Kingdom
$79.2K +$1.81M +20,381 +32%
LS
546
Lupo Securities
Illinois
$76.5K +$73.8K +830 New
HNB
547
Huntington National Bank
Ohio
$70K +$67.4K +758 New
VCM
548
Vigilant Capital Management
Maine
$67K – – –
JFGIW
549
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66K +$58.2K +654 +1,022%
CG
550
Colony Group
Massachusetts
$65K – – –
20 21
22
23 24

INTU Hedge Fund Activity: Q4 2014 in Review

598 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2014, worth a combined $23.6B — up 5.5% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new INTU positions and 32 closed out — a net gain of 44 holders — while 180 added to existing stakes and 247 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $432M. The largest seller was Neuberger Berman Group, cutting an estimated $120M.

  • 598 institutional investors held Intuit (INTU) as of Q4 2014, up from 564 in Q3 2014.
  • Funds reported $23.6B of Intuit stock for Q4 2014, up 5.5% quarter-over-quarter.
  • 76 funds opened new Intuit positions in Q4 2014 and 32 closed out, a net change of +44 holders.
  • The largest Intuit buyer in Q4 2014 was Fidelity Investments, an estimated $432M added.
  • The largest Intuit seller in Q4 2014 was Neuberger Berman Group, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2014.