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726 hedge funds and large institutions have $25.6B invested in Intuit in 2017 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 241 increasing their positions, 281 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 39

28% more call options, than puts

Call options by funds: $133M | Put options by funds: $104M

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

5% more funds holding

Funds holding: 692726 (+34)

2% more capital invested

Capital invested by funds: $25.1B → $25.6B (+$451M)

0.8% more ownership

Funds ownership: 85.35%86.15% (+0.8%)

14% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 281

Holders
726
Holders Change
+34
Holders Change %
+4.91%
% of All Funds
18.07%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.57%
New
86
Increased
241
Reduced
281
Closed
39
Calls
$133M
Puts
$104M
Net Calls
+$29.5M
Net Calls Change
+$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAMU
526
Rothschild & Co Asset Management US
Connecticut
$459K -$78.3K -653 -14%
FT
527
Fiduciary Trust
Massachusetts
$457K -$59.6K -497 -11%
CICI
528
Capital Investment Counsel Inc
North Carolina
$457K
CFG
529
Citizens Financial Group
Rhode Island
$452K
PAG
530
Private Advisor Group
New Jersey
$448K +$29.8K +249 +7%
GI
531
Gradient Investments
Minnesota
$448K +$463K +3,866 New
SYBT
532
Stock Yards Bank & Trust
Kentucky
$442K -$24.9K -208 -5%
KI
533
Koch Industries
Kansas
$430K +$445K +3,711 New
BSWMG
534
Barrington Strategic Wealth Management Group
Illinois
$428K -$240 -2 -0.1%
MIAN
535
Mariner Independent Advisor Network
Kansas
$425K +$440K +3,668 New
SSW
536
Smith Shellnut Wilson
Mississippi
$423K
IRF
537
IBM Retirement Fund
New York
$421K -$2.41M -20,130 -88%
FNFDCM
538
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$418K
WP
539
WealthSource Partners
California
$418K
Luther King Capital Management (LKCM)
540
Luther King Capital Management (LKCM)
Texas
$406K -$19.8K -165 -5%
HC
541
Henshaw Capital
Massachusetts
$401K
P
542
Pitcairn
Pennsylvania
$401K -$22.1K -184 -5%
SLG
543
Stanley-Laman Group
Pennsylvania
$396K +$118K +988 +41%
CCA
544
Checchi Capital Advisers
California
$392K +$16.8K +140 +4%
RW
545
REDW Wealth
New Mexico
$391K
HK
546
Horizon Kinetics
New York
$389K -$29K -242 -7%
CAN
547
Cetera Advisor Networks
California
$388K
WAM
548
Wealthspire Advisors (Maryland)
Maryland
$385K -$8.15K -68 -2%
RFS
549
Rockefeller Financial Services
New York
$383K +$12.6K +105 +3%
CG
550
Cutler Group
California
$381K +$81.3K +678 +26%

INTU Hedge Fund Activity: Q1 2017 in Review

726 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2017, worth a combined $25.6B — up 1.8% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new INTU positions and 39 closed out — a net gain of 47 holders — while 241 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $1.95B. The largest seller was Capital Research Global Investors, cutting an estimated $504M.

  • 726 institutional investors held Intuit (INTU) as of Q1 2017, up from 692 in Q4 2016.
  • Funds reported $25.6B of Intuit stock for Q1 2017, up 1.8% quarter-over-quarter.
  • 86 funds opened new Intuit positions in Q1 2017 and 39 closed out, a net change of +47 holders.
  • The largest Intuit buyer in Q1 2017 was BlackRock, an estimated $1.95B added.
  • The largest Intuit seller in Q1 2017 was Capital Research Global Investors, an estimated $504M sold.

Based on aggregated 13F filings for Q1 2017.