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779 hedge funds and large institutions have $35.2B invested in Intuit in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 257 increasing their positions, 292 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

12% more capital invested

Capital invested by funds: $31.5B → $35.2B (+$3.67B)

4% more funds holding

Funds holding: 750779 (+29)

0.41% more ownership

Funds ownership: 86.97%87.39% (+0.41%)

12% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 292

25% less call options, than puts

Call options by funds: $119M | Put options by funds: $158M

Holders
779
Holders Change
+29
Holders Change %
+3.87%
% of All Funds
17.67%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.45%
New
97
Increased
257
Reduced
292
Closed
62
Calls
$119M
Puts
$158M
Net Calls
-$39.6M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
526
First Bank & Trust
South Dakota
$577K +$3.96K +26 +0.7%
FNFDCM
527
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$568K
WP
528
WealthSource Partners
California
$568K
LNC
529
Lincoln National Corp
Pennsylvania
$568K +$279K +1,833 +104%
PAG
530
Private Advisor Group
New Jersey
$567K -$27.9K -183 -5%
OSAM
531
O'Shaughnessy Asset Management
Connecticut
$561K +$1.68K +11 +0.3%
FQ
532
First Quadrant
California
$552K -$5.44M -35,673 -91%
VI
533
Versor Investments
New York
$546K +$220K +1,441 +71%
FT
534
Fiduciary Trust
Massachusetts
$539K -$229K -1,500 -31%
DS
535
DRW Securities
Illinois
$538K +$519K +3,408 New
N
536
Natixis
France
$537K -$22.5M -147,787 -98%
PWAG
537
Polaris Wealth Advisory Group
California
$536K +$29.4K +193 +6%
RW
538
REDW Wealth
New Mexico
$533K
FAN
539
Financial Advisors Network
California
$530K +$90.4K +593 +21%
RFS
540
Rockefeller Financial Services
New York
$522K
RIM
541
Rampart Investment Management
Connecticut
$520K -$2.29K -15 -0.5%
BI
542
Bredin Investment
Delaware
$520K +$499K +3,275 New
BOH
543
Bank of Hawaii
Hawaii
$513K +$110K +720 +28%
SRAM
544
Stone Ridge Asset Management
New York
$512K +$495K +3,247 New
SYBT
545
Stock Yards Bank & Trust
Kentucky
$503K
Bessemer Group
546
Bessemer Group
New Jersey
$484K +$49.7K +326 +12%
PT
547
Plimoth Trust
Massachusetts
$482K +$466K +3,055 New
SBIA
548
Sheaff Brock Investment Advisors
Indiana
$478K
SGCA
549
Steel Grove Capital Advisors
Tennessee
$473K
VIM
550
Veritas Investment Management
United Kingdom
$470K

INTU Hedge Fund Activity: Q4 2017 in Review

779 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2017, worth a combined $35.2B — up 12% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new INTU positions and 62 closed out — a net gain of 35 holders — while 257 added to existing stakes and 292 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was Renaissance Technologies, cutting an estimated $232M.

  • 779 institutional investors held Intuit (INTU) as of Q4 2017, up from 750 in Q3 2017.
  • Funds reported $35.2B of Intuit stock for Q4 2017, up 12% quarter-over-quarter.
  • 97 funds opened new Intuit positions in Q4 2017 and 62 closed out, a net change of +35 holders.
  • The largest Intuit buyer in Q4 2017 was Fidelity Investments, an estimated $232M added.
  • The largest Intuit seller in Q4 2017 was Renaissance Technologies, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2017.