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645 hedge funds and large institutions have $23.7B invested in Intuit in 2016 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 222 increasing their positions, 263 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 49

1% less funds holding

Funds holding: 654645 (-9)

6% less capital invested

Capital invested by funds: $25.2B → $23.7B (-$1.55B)

16% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 263

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

47% less call options, than puts

Call options by funds: $45.6M | Put options by funds: $85.9M

Holders
645
Holders Change
-9
Holders Change %
-1.38%
% of All Funds
17.21%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
48
Increased
222
Reduced
263
Closed
49
Calls
$45.6M
Puts
$85.9M
Net Calls
-$40.3M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
526
Private Advisor Group
New Jersey
$285K -$4.36K -39 -1%
IPC
527
Independent Portfolio Consultants
Florida
$283K -$35.2K -315 -11%
GIM
528
Goelzer Investment Management
Indiana
$280K
WRM
529
Westport Resources Management
Connecticut
$278K -$478K -4,275 -63%
JMFC
530
J.M. Forbes & Co
Massachusetts
$276K
BFM
531
Boston Financial Management
Massachusetts
$275K
PCM
532
Perritt Capital Management
Illinois
$273K -$24.6K -220 -8%
GF
533
Gerstein Fisher
New York
$272K +$5.14K +46 +2%
CAN
534
Cetera Advisor Networks
California
$271K +$38K +340 +16%
MAM
535
Mizuho Asset Management
Japan
$269K -$87.9K -786 -24%
KA
536
Kovack Advisors
Florida
$268K
NO
537
Ninety One
South Africa
$266K
CBN
538
Cadence Bank NA
Texas
$265K
CTC
539
Central Trust Company
Missouri
$253K
Bessemer Group
540
Bessemer Group
New Jersey
$250K
CIS
541
Connors Investor Services
Pennsylvania
$242K -$157K -1,400 -39%
WA
542
WBH Advisory
Maryland
$242K +$246K +2,200 New
SS
543
Simplicity Solutions
Minnesota
$239K +$243K +2,174 New
Luther King Capital Management (LKCM)
544
Luther King Capital Management (LKCM)
Texas
$238K +$4.03K +36 +2%
DIA
545
Denver Investment Advisors
Colorado
$237K
MWP
546
MYCIO Wealth Partners
Pennsylvania
$235K +$59.6K +533 +33%
KFS
547
Kurt F. Somerville
$234K -$50.3K -450 -17%
IIC
548
Integrated Investment Consultants
Michigan
$233K
MCM
549
MV Capital Management
Maryland
$227K -$33.8K -302 -13%
DA
550
DSC Advisors
Illinois
$227K +$231K +2,065 New

INTU Hedge Fund Activity: Q3 2016 in Review

645 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2016, worth a combined $23.7B — down 6.2% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of INTU and 48 opened new positions — a net loss of 1 holder — while 263 trimmed existing stakes and 222 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $185M. The largest seller was Winslow Capital Management, cutting an estimated $335M.

  • 645 institutional investors held Intuit (INTU) as of Q3 2016, down from 654 in Q2 2016.
  • Funds reported $23.7B of Intuit stock for Q3 2016, down 6.2% quarter-over-quarter.
  • 48 funds opened new Intuit positions in Q3 2016 and 49 closed out, a net change of -1 holder.
  • The largest Intuit buyer in Q3 2016 was T. Rowe Price Associates, an estimated $185M added.
  • The largest Intuit seller in Q3 2016 was Winslow Capital Management, an estimated $335M sold.

Based on aggregated 13F filings for Q3 2016.