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692 hedge funds and large institutions have $25.1B invested in Intuit in 2016 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 207 increasing their positions, 280 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

85.35% more ownership

Funds ownership: 0%85.35% (+85%)

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

7% more funds holding

Funds holding: 645692 (+47)

6% more capital invested

Capital invested by funds: $23.7B → $25.1B (+$1.43B)

26% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 280

28% less call options, than puts

Call options by funds: $78.8M | Put options by funds: $109M

Holders
692
Holders Change
+47
Holders Change %
+7.29%
% of All Funds
17.3%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.47%
New
93
Increased
207
Reduced
280
Closed
34
Calls
$78.8M
Puts
$109M
Net Calls
-$30M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
526
Boston Financial Management
Massachusetts
$375K +$86.8K +775 +31%
CCA
527
Checchi Capital Advisers
California
$372K +$11K +98 +3%
RFS
528
Rockefeller Financial Services
New York
$367K
SSG
529
Summit Securities Group
New York
$366K +$358K +3,195 New
QI
530
QS Investors
New York
$353K
II
531
IFM Investors
Australia
$351K +$343K +3,060 New
AIM
532
Assured Investment Management
New York
$347K -$346K -3,089 -51%
SBIA
533
Sheaff Brock Investment Advisors
Indiana
$347K +$39.2K +350 +13%
Walleye Trading
534
Walleye Trading
New York
$346K -$1.33M -11,852 -80%
IF
535
IRON Financial
Illinois
$344K
SGCA
536
Steel Grove Capital Advisors
Tennessee
$344K
CCA
537
Conestoga Capital Advisors
Pennsylvania
$334K
VNA
538
VNBTrust National Association
Virginia
$333K
CC
539
Cannell & Co
New York
$331K
TRCT
540
Tower Research Capital (TRC)
New York
$330K +$322K +2,875 New
PHAM
541
Palisades Hudson Asset Management
Florida
$327K
SFM
542
Signature Financial Management
Virginia
$326K
FIM
543
Freedom Investment Management
Connecticut
$323K +$315K +2,816 New
First Manhattan
544
First Manhattan
New York
$320K
BMM
545
Buffington Mohr McNeal
Idaho
$319K
WT
546
Whittier Trust
California
$316K -$8.17K -73 -3%
FNBT
547
FineMark National Bank & Trust
Florida
$310K
WTC
548
WhitTier Trust Company
Nevada
$309K
FAN
549
Financial Advisors Network
California
$302K +$285K +2,547 New
FBC
550
Fairfield, Bush & Co
Connecticut
$300K

INTU Hedge Fund Activity: Q4 2016 in Review

692 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2016, worth a combined $25.1B — up 6.1% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new INTU positions and 34 closed out — a net gain of 59 holders — while 207 added to existing stakes and 280 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $436M. The largest seller was Capital Research Global Investors, cutting an estimated $761M.

  • 692 institutional investors held Intuit (INTU) as of Q4 2016, up from 645 in Q3 2016.
  • Funds reported $25.1B of Intuit stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 93 funds opened new Intuit positions in Q4 2016 and 34 closed out, a net change of +59 holders.
  • The largest Intuit buyer in Q4 2016 was T. Rowe Price Associates, an estimated $436M added.
  • The largest Intuit seller in Q4 2016 was Capital Research Global Investors, an estimated $761M sold.

Based on aggregated 13F filings for Q4 2016.