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Intuit
INTU

598 hedge funds and large institutions have $23.6B invested in Intuit in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 180 increasing their positions, 247 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

15% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $76M

6% more funds holding

Funds holding: 564 → 598 (+34)

5% more capital invested

Capital invested by funds: $22.4B → $23.6B (+$1.22B)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

27% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 247

Holders
598
Holders Change
+34
Holders Change %
+6.03%
% of All Funds
15.95%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
76
Increased
180
Reduced
247
Closed
32
Calls
$87.5M
Puts
$76M
Net Calls
+$11.5M
Net Calls Change
-$112M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
2
American Century Companies
American Century Companies
Missouri
+$111M
3
Ameriprise
Ameriprise
Minnesota
+$98.3M
4
State Street
State Street
Massachusetts
+$60.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$120M
2
Citadel Advisors
Citadel Advisors
Florida
-$116M
3
Morgan Stanley
Morgan Stanley
New York
-$114M
4
Invesco
Invesco
Georgia
-$64.7M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
551
Bessemer Group
New Jersey
$65K +$25.7K +289 +69%
NPC
552
National Planning Corporation
California
$64.7K +$64.9K +730 New
MFS
553
MSI Financial Services
Massachusetts
$64K -$4.45K -50 -7%
HPBT
554
High Point Bank & Trust
North Carolina
$60K – – –
PSI
555
Pinnacle Summer Investments
Virginia
$56K -$10.6K -119 -16%
FWM
556
Focused Wealth Management
New York
$55K – – –
FANJ
557
Financial Architects (New Jersey)
New Jersey
$55K +$53.4K +600 New
AIM
558
Advantage Investment Management
Iowa
$54K +$51.9K +583 New
MUMSS
559
Mitsubishi UFJ Morgan Stanley Securities
Japan
$48K – – –
VanEck Associates
560
VanEck Associates
New York
$48K +$46.2K +519 New
PSUF
561
People's United Financial
Connecticut
$45K – – –
PCM
562
Prelude Capital Management
New York
$41K -$153K -1,725 -79%
MCM
563
Manchester Capital Management
Vermont
$41K -$6.05K -68 -13%
DBT
564
Dubuque Bank & Trust
Iowa
$41K – – –
CCS
565
Crosspoint Capital Strategies
California
$40K +$38.2K +430 New
RC
566
RegentAtlantic Capital
New Jersey
$39.4K +$38K +427 New
TF
567
Tompkins Financial
New York
$35K -$1.78K -20 -5%
QAM
568
QCI Asset Management
New York
$34K – – –
SIG
569
Stanford Investment Group
California
$31K +$29.4K +331 New
VFA
570
Virtus Fund Advisers
Connecticut
$30K – – –
Manulife (Manufacturers Life Insurance)
571
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.7K +$1.1M +12,384 +4%
CFA
572
CT Financial Advisors
Pennsylvania
$27.7K +$26.7K +300 New
AP
573
Atwood & Palmer
Missouri
$24K – – –
TDC
574
Thompson Davis & Co
Virginia
$24K – – –
RFA
575
Reilly Financial Advisors
California
$23K – – –
21 22
23
24 25

INTU Hedge Fund Activity: Q4 2014 in Review

598 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2014, worth a combined $23.6B — up 5.5% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new INTU positions and 32 closed out — a net gain of 44 holders — while 180 added to existing stakes and 247 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $432M. The largest seller was Neuberger Berman Group, cutting an estimated $120M.

  • 598 institutional investors held Intuit (INTU) as of Q4 2014, up from 564 in Q3 2014.
  • Funds reported $23.6B of Intuit stock for Q4 2014, up 5.5% quarter-over-quarter.
  • 76 funds opened new Intuit positions in Q4 2014 and 32 closed out, a net change of +44 holders.
  • The largest Intuit buyer in Q4 2014 was Fidelity Investments, an estimated $432M added.
  • The largest Intuit seller in Q4 2014 was Neuberger Berman Group, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2014.