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726 hedge funds and large institutions have $25.6B invested in Intuit in 2017 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 241 increasing their positions, 281 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 39

28% more call options, than puts

Call options by funds: $133M | Put options by funds: $104M

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

5% more funds holding

Funds holding: 692726 (+34)

2% more capital invested

Capital invested by funds: $25.1B → $25.6B (+$451M)

0.8% more ownership

Funds ownership: 85.35%86.15% (+0.8%)

14% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 281

Holders
726
Holders Change
+34
Holders Change %
+4.91%
% of All Funds
18.07%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.57%
New
86
Increased
241
Reduced
281
Closed
39
Calls
$133M
Puts
$104M
Net Calls
+$29.5M
Net Calls Change
+$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
551
Boston Financial Management
Massachusetts
$371K -$8.99K -75 -2%
PA
552
Parallel Advisors
California
$369K +$58.1K +485 +20%
RWA
553
Ropes Wealth Advisors
Massachusetts
$362K -$47.6K -397 -11%
SBIA
554
Sheaff Brock Investment Advisors
Indiana
$351K
SCA
555
Secor Capital Advisors
New York
$350K +$362K +3,018 New
LOAME
556
Lombard Odier Asset Management (Europe)
United Kingdom
$349K -$32.4K -270 -8%
AAP
557
Ardsley Advisory Partners
Connecticut
$348K -$240K -2,000 -40%
IF
558
IRON Financial
Illinois
$348K
SGCA
559
Steel Grove Capital Advisors
Tennessee
$348K
FIM
560
Freedom Investment Management
Connecticut
$347K +$21.5K +179 +6%
FAN
561
Financial Advisors Network
California
$338K +$14.3K +119 +5%
VNA
562
VNBTrust National Association
Virginia
$337K
WT
563
Whittier Trust
California
$337K +$17.1K +143 +5%
PP
564
Prudential plc
United Kingdom
$336K +$83.9K +700 +32%
CC
565
Cannell & Co
New York
$335K
PHAM
566
Palisades Hudson Asset Management
Florida
$331K
Parallax Volatility Advisers
567
Parallax Volatility Advisers
California
$327K +$338K +2,822 New
First Manhattan
568
First Manhattan
New York
$324K
BMM
569
Buffington Mohr McNeal
Idaho
$323K
IIA
570
IPG Investment Advisors
California
$322K +$333K +2,775 New
FNBT
571
FineMark National Bank & Trust
Florida
$314K
WTC
572
WhitTier Trust Company
Nevada
$313K
BDF
573
Balasa Dinverno & Foltz
$312K +$323K +2,692 New
1832 Asset Management
574
1832 Asset Management
Ontario, Canada
$310K +$320K +2,669 New
OLA
575
Oliver Luxxe Assets
New Jersey
$308K +$21.7K +181 +7%

INTU Hedge Fund Activity: Q1 2017 in Review

726 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2017, worth a combined $25.6B — up 1.8% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new INTU positions and 39 closed out — a net gain of 47 holders — while 241 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $1.95B. The largest seller was Capital Research Global Investors, cutting an estimated $504M.

  • 726 institutional investors held Intuit (INTU) as of Q1 2017, up from 692 in Q4 2016.
  • Funds reported $25.6B of Intuit stock for Q1 2017, up 1.8% quarter-over-quarter.
  • 86 funds opened new Intuit positions in Q1 2017 and 39 closed out, a net change of +47 holders.
  • The largest Intuit buyer in Q1 2017 was BlackRock, an estimated $1.95B added.
  • The largest Intuit seller in Q1 2017 was Capital Research Global Investors, an estimated $504M sold.

Based on aggregated 13F filings for Q1 2017.