We are live on ! Find out more

692 hedge funds and large institutions have $25.1B invested in Intuit in 2016 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 207 increasing their positions, 280 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

85.35% more ownership

Funds ownership: 0%85.35% (+85%)

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

7% more funds holding

Funds holding: 645692 (+47)

6% more capital invested

Capital invested by funds: $23.7B → $25.1B (+$1.43B)

26% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 280

28% less call options, than puts

Call options by funds: $78.8M | Put options by funds: $109M

Holders
692
Holders Change
+47
Holders Change %
+7.29%
% of All Funds
17.3%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.47%
New
93
Increased
207
Reduced
280
Closed
34
Calls
$78.8M
Puts
$109M
Net Calls
-$30M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
551
Cutler Group
California
$298K +$292K +2,608 New
TIA
552
Tiemann Investment Advisors
California
$297K -$67.1K -599 -19%
FTIOP
553
Fiduciary Trust International of Pennsylvania
Pennsylvania
$296K -$10.6K -95 -4%
SM
554
Sciencast Management
New Jersey
$295K +$289K +2,577 New
GIM
555
Goelzer Investment Management
Indiana
$292K
Bessemer Group
556
Bessemer Group
New Jersey
$290K +$29K +259 +11%
MIFH
557
Migdal Insurance & Financial Holdings
Israel
$289K +$281K +2,510 New
JMFC
558
J.M. Forbes & Co
Massachusetts
$287K
BOH
559
Bank of Hawaii
Hawaii
$285K -$31.4K -280 -10%
OLA
560
Oliver Luxxe Assets
New Jersey
$283K +$277K +2,473 New
Northwestern Mutual Wealth Management
561
Northwestern Mutual Wealth Management
Wisconsin
$282K +$275K +2,459 New
PA
562
Parallel Advisors
California
$281K +$275K +2,453 New
KA
563
Kovack Advisors
Florida
$279K
SLG
564
Stanley-Laman Group
Pennsylvania
$278K +$74.2K +663 +38%
CBN
565
Cadence Bank NA
Texas
$277K
NO
566
Ninety One
South Africa
$277K
IPC
567
Independent Portfolio Consultants
Florida
$276K -$18K -161 -6%
PCM
568
Perritt Capital Management
Illinois
$276K -$8.96K -80 -3%
RCM
569
RB Capital Management
Nevada
$275K +$269K +2,400 New
MCP
570
Mirador Capital Partners
California
$272K -$49.5K -442 -16%
YMRC
571
Yorktown Management & Research Company
Virginia
$264K -$78.4K -700 -23%
CTC
572
Central Trust Company
Missouri
$264K
AW
573
Alpha Windward
Massachusetts
$259K +$76.1K +680 +43%
PP
574
Prudential plc
United Kingdom
$252K -$654K -5,840 -73%
CIS
575
Connors Investor Services
Pennsylvania
$252K

INTU Hedge Fund Activity: Q4 2016 in Review

692 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2016, worth a combined $25.1B — up 6.1% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new INTU positions and 34 closed out — a net gain of 59 holders — while 207 added to existing stakes and 280 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $436M. The largest seller was Capital Research Global Investors, cutting an estimated $761M.

  • 692 institutional investors held Intuit (INTU) as of Q4 2016, up from 645 in Q3 2016.
  • Funds reported $25.1B of Intuit stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 93 funds opened new Intuit positions in Q4 2016 and 34 closed out, a net change of +59 holders.
  • The largest Intuit buyer in Q4 2016 was T. Rowe Price Associates, an estimated $436M added.
  • The largest Intuit seller in Q4 2016 was Capital Research Global Investors, an estimated $761M sold.

Based on aggregated 13F filings for Q4 2016.