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573 hedge funds and large institutions have $20.6B invested in Intuit in 2014 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 186 increasing their positions, 238 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

3% more funds holding

Funds holding: 556573 (+17)

4% more capital invested

Capital invested by funds: $19.9B → $20.6B (+$699M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

16% less call options, than puts

Call options by funds: $46.1M | Put options by funds: $55.1M

22% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 238

Holders
573
Holders Change
+17
Holders Change %
+3.06%
% of All Funds
16.47%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.37%
New
56
Increased
186
Reduced
238
Closed
35
Calls
$46.1M
Puts
$55.1M
Net Calls
-$9M
Net Calls Change
-$57.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
551
Enterprise Financial Services Corp (EFSC)
Missouri
$20K -$849 -11 -4%
RFA
552
Reilly Financial Advisors
California
$20K
AP
553
Atwood & Palmer
Missouri
$20K +$19.3K +250 New
GAM
554
Gemmer Asset Management
California
$11K
CFG
555
CKW Financial Group
Hawaii
$8K -$30.9K -400 -80%
TRCT
556
Tower Research Capital (TRC)
New York
$8K -$12.3K -160 -61%
ST
557
Stifel Trust
Missouri
$8K
OIA
558
Optimum Investment Advisors
Illinois
$8K +$7.71K +100 New
JFGIW
559
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
M&T Bank
560
M&T Bank
New York
$6K
PAS
561
Partnervest Advisory Services
California
$6K
RFS
562
Rockefeller Financial Services
New York
$6K
ST
563
Smithfield Trust
Pennsylvania
$6K
MFS
564
MSI Financial Services
Massachusetts
$6K +$2.7K +35 +92%
NSIM
565
North Star Investment Management
Illinois
$5K
TFO
566
Tarbox Family Office
California
$5K
FAM
567
Fortaleza Asset Management
Illinois
$4K
ACS
568
Archford Capital Strategies
Illinois
$3.62K -$28.3K -367 -89%
S
569
SignatureFD
Georgia
$3K -$26.2K -340 -91%
CAW
570
Cornerstone Advisors (Washington)
Washington
$3K -$154 -2 -6%
WEC
571
Winslow Evans & Crocker
Massachusetts
$2.58K +$2.47K +32 New
WA
572
WFG Advisors
Texas
$2K -$3.47K -45 -69%
KT
573
Kanaly Trust
Texas
$2K
PMFA
574
Plante Moran Financial Advisors
Michigan
$2K +$1.7K +22 New
NM
575
Naya Management
United Kingdom
-$92.3M -1,187,103 Closed

INTU Hedge Fund Activity: Q2 2014 in Review

573 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2014, worth a combined $20.6B — up 3.5% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new INTU positions and 35 closed out — a net gain of 21 holders — while 186 added to existing stakes and 238 trimmed.

The largest buyer was Norges Bank, adding an estimated $159M. The largest seller was Macquarie Group, cutting an estimated $475M.

  • 573 institutional investors held Intuit (INTU) as of Q2 2014, up from 556 in Q1 2014.
  • Funds reported $20.6B of Intuit stock for Q2 2014, up 3.5% quarter-over-quarter.
  • 56 funds opened new Intuit positions in Q2 2014 and 35 closed out, a net change of +21 holders.
  • The largest Intuit buyer in Q2 2014 was Norges Bank, an estimated $159M added.
  • The largest Intuit seller in Q2 2014 was Macquarie Group, an estimated $475M sold.

Based on aggregated 13F filings for Q2 2014.