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Intuit

630 hedge funds and large institutions have $22.5B invested in Intuit in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 195 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 43

53% more call options, than puts

Call options by funds: $125M | Put options by funds: $81.5M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

4% more funds holding

Funds holding: 606630 (+24)

5% more capital invested

Capital invested by funds: $21.4B → $22.5B (+$1.04B)

22% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 250

Holders
630
Holders Change
+24
Holders Change %
+3.96%
% of All Funds
16.53%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.31%
New
75
Increased
195
Reduced
250
Closed
43
Calls
$125M
Puts
$81.5M
Net Calls
+$43.4M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
551
MYCIO Wealth Partners
Pennsylvania
$154K
EWM
552
Evercore Wealth Management
New York
$153K +$11.6K +120 +8%
KC
553
Kingfisher Capital
North Carolina
$150K +$150K +1,550 New
DBT
554
Dubuque Bank & Trust
Iowa
$145K
SEC
555
Seven Eight Capital
New York
$135K +$135K +1,400 New
JWA
556
JFS Wealth Advisors
Pennsylvania
$127K
GLI
557
Guardian Life Insurance
New York
$121K -$35.6K -368 -23%
IPC
558
Independent Portfolio Consultants
Florida
$121K +$35.3K +365 +41%
MFS
559
MSI Financial Services
Massachusetts
$119K +$100K +1,035 +534%
FMLI
560
Fukoku Mutual Life Insurance
Japan
$106K -$96.7K -1,000 -48%
PAI
561
Pittenger & Anderson Inc
Nebraska
$99K +$99.1K +1,025 New
FQ
562
First Quadrant
California
$98K -$5.78M -59,772 -98%
CLOS
563
Compagnie Lombard Odier SCmA
Switzerland
$89K
JFGIW
564
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84K +$13.8K +143 +20%
FHA
565
First Horizon Advisors
Tennessee
$82K -$43.9K -454 -35%
WA
566
WFG Advisors
Texas
$81K +$66.1K +684 +447%
AF
567
Arrow Financial
New York
$78K
WA
568
WealthTrust-Arizona
Arizona
$75K
SAMC
569
Shinko Asset Management Company
Japan
$74K
MDCM
570
Morgan Dempsey Capital Management
Wisconsin
$69K
VCM
571
Versant Capital Management
Arizona
$61K +$61.2K +633 New
HPBT
572
High Point Bank & Trust
North Carolina
$58K -$4.83K -50 -8%
FWM
573
Focused Wealth Management
New York
$58K
AIM
574
Advantage Investment Management
Iowa
$56K -$387 -4 -0.7%
NYLT
575
New York Life Trust
New York
$51K +$50.8K +525 New

INTU Hedge Fund Activity: Q4 2015 in Review

630 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2015, worth a combined $22.5B — up 4.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new INTU positions and 43 closed out — a net gain of 32 holders — while 195 added to existing stakes and 250 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $175M. The largest seller was VOYA Investment Management, cutting an estimated $201M.

  • 630 institutional investors held Intuit (INTU) as of Q4 2015, up from 606 in Q3 2015.
  • Funds reported $22.5B of Intuit stock for Q4 2015, up 4.9% quarter-over-quarter.
  • 75 funds opened new Intuit positions in Q4 2015 and 43 closed out, a net change of +32 holders.
  • The largest Intuit buyer in Q4 2015 was Citadel Advisors, an estimated $175M added.
  • The largest Intuit seller in Q4 2015 was VOYA Investment Management, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2015.