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Intuit

630 hedge funds and large institutions have $22.5B invested in Intuit in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 195 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 43

53% more call options, than puts

Call options by funds: $125M | Put options by funds: $81.5M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

4% more funds holding

Funds holding: 606630 (+24)

5% more capital invested

Capital invested by funds: $21.4B → $22.5B (+$1.04B)

22% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 250

Holders
630
Holders Change
+24
Holders Change %
+3.96%
% of All Funds
16.53%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.31%
New
75
Increased
195
Reduced
250
Closed
43
Calls
$125M
Puts
$81.5M
Net Calls
+$43.4M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
526
Citizens Financial Group
Rhode Island
$232K +$232K +2,400 New
MAM
527
Meeder Asset Management
Ohio
$230K -$3.16M -32,650 -93%
LOAMS
528
Lombard Odier Asset Management (Switzerland)
Switzerland
$228K -$4.06M -42,000 -95%
HHGA
529
Halbert Hargrove Global Advisors
California
$222K -$387 -4 -0.2%
CTC
530
Central Trust Company
Missouri
$222K
FAM
531
Formidable Asset Management
Ohio
$218K -$7.25K -75 -3%
PWM
532
Perigon Wealth Management
California
$216K +$216K +2,235 New
Mariner
533
Mariner
Kansas
$216K +$217K +2,240 New
SBH
534
Segall Bryant & Hamill
Illinois
$214K -$55.6K -575 -21%
BFM
535
Boothbay Fund Management
New York
$213K +$214K +2,212 New
Northwestern Mutual Wealth Management
536
Northwestern Mutual Wealth Management
Wisconsin
$212K -$16.2K -168 -7%
FPFS
537
First Personal Financial Services
North Carolina
$209K -$53.2K -550 -20%
VCM
538
Vigilant Capital Management
Maine
$205K -$14.5K -150 -7%
CAN
539
Cetera Advisor Networks
California
$205K +$205K +2,122 New
Luther King Capital Management (LKCM)
540
Luther King Capital Management (LKCM)
Texas
$205K +$205K +2,125 New
GF
541
Gerstein Fisher
New York
$204K +$204K +2,111 New
IIC
542
Integrated Investment Consultants
Michigan
$204K +$211K +2,178 New
FCI
543
Financial Counselors Inc
Kansas
$203K +$203K +2,100 New
1832 Asset Management
544
1832 Asset Management
Ontario, Canada
$202K
ARMT
545
Amica Retiree Medical Trust
Rhode Island
$195K
PAM
546
PartnerRe Asset Management
Connecticut
$179K -$306K -3,161 -63%
SSB
547
Sandy Spring Bank
Maryland
$173K -$12.5K -129 -7%
PAIA
548
Park Avenue Institutional Advisers
New York
$165K -$13K -134 -7%
NO
549
Ninety One
South Africa
$165K
VanEck Associates
550
VanEck Associates
New York
$161K +$21.3K +220 +15%

INTU Hedge Fund Activity: Q4 2015 in Review

630 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2015, worth a combined $22.5B — up 4.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new INTU positions and 43 closed out — a net gain of 32 holders — while 195 added to existing stakes and 250 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $175M. The largest seller was VOYA Investment Management, cutting an estimated $201M.

  • 630 institutional investors held Intuit (INTU) as of Q4 2015, up from 606 in Q3 2015.
  • Funds reported $22.5B of Intuit stock for Q4 2015, up 4.9% quarter-over-quarter.
  • 75 funds opened new Intuit positions in Q4 2015 and 43 closed out, a net change of +32 holders.
  • The largest Intuit buyer in Q4 2015 was Citadel Advisors, an estimated $175M added.
  • The largest Intuit seller in Q4 2015 was VOYA Investment Management, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2015.