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1,086 hedge funds and large institutions have $59.6B invested in Intuit in 2019 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 393 increasing their positions, 373 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 62

8% more funds holding

Funds holding: 1,0091,086 (+77)

5% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 373

0.13% less ownership

Funds ownership: 87.64%87.51% (-0.13%)

2% less capital invested

Capital invested by funds: $60.6B → $59.6B (-$951M)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

23% less call options, than puts

Call options by funds: $367M | Put options by funds: $478M

Holders
1,086
Holders Change
+77
Holders Change %
+7.63%
% of All Funds
21.4%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
151
Increased
393
Reduced
373
Closed
62
Calls
$367M
Puts
$478M
Net Calls
-$110M
Net Calls Change
-$198M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
Parallel Advisors
California
$1.26M -$34K -130 -3%
OSAM
552
O'Shaughnessy Asset Management
Connecticut
$1.23M -$3.11M -11,910 -72%
OI
553
Oakbrook Investments
Illinois
$1.23M -$817K -3,125 -40%
BRWA
554
B. Riley Wealth Advisors
Florida
$1.22M +$155K +593 +15%
Luther King Capital Management (LKCM)
555
Luther King Capital Management (LKCM)
Texas
$1.22M -$5.23K -20 -0.4%
RCG
556
Rock Creek Group
District of Columbia
$1.2M +$31.4K +120 +3%
VFA
557
Voya Financial Advisors
Connecticut
$1.16M +$179K +683 +18%
BAM
558
Blueshift Asset Management
New Jersey
$1.15M +$1.15M +4,405 New
JCM
559
Jacobi Capital Management
Pennsylvania
$1.15M -$26.1K -100 -2%
MFAM
560
Motley Fool Asset Management
Virginia
$1.15M
DCM
561
Donaldson Capital Management
Indiana
$1.15M +$848K +3,243 +287%
CL
562
CIM LLC
New York
$1.14M +$17.3K +66 +2%
TWI
563
Thomas White International
Illinois
$1.13M
DSC
564
Duncker Streett & Co
Missouri
$1.13M
VIM
565
Veritas Investment Management
United Kingdom
$1.13M
SW
566
SVB Wealth
Massachusetts
$1.13M -$18K -69 -2%
MCM
567
Manchester Capital Management
Vermont
$1.12M
CTA
568
Chesley Taft & Associates
Illinois
$1.1M -$95.7K -366 -8%
IMRF
569
Illinois Municipal Retirement Fund
Illinois
$1.1M +$1.1M +4,198 New
BFS
570
Bradley Foster & Sargent
Connecticut
$1.1M -$36.1K -138 -3%
Northwestern Mutual Wealth Management
571
Northwestern Mutual Wealth Management
Wisconsin
$1.08M +$37.7K +144 +4%
S
572
Seeyond
France
$1.07M -$84.2K -322 -7%
CI
573
Conning Inc
Connecticut
$1.07M -$36.6K -140 -3%
EWM
574
Elmwood Wealth Management
California
$1.07M -$21.2K -81 -2%
Verition Fund Management
575
Verition Fund Management
Connecticut
$1.04M -$6.35M -24,297 -86%

INTU Hedge Fund Activity: Q4 2019 in Review

1,086 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2019, worth a combined $59.6B — down 1.6% from $60.6B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new INTU positions and 62 closed out — a net gain of 89 holders — while 393 added to existing stakes and 373 trimmed.

The largest buyer was Sands Capital Management, adding an estimated $309M. The largest seller was Capital International Investors, cutting an estimated $733M.

  • 1,086 institutional investors held Intuit (INTU) as of Q4 2019, up from 1,009 in Q3 2019.
  • Funds reported $59.6B of Intuit stock for Q4 2019, down 1.6% quarter-over-quarter.
  • 151 funds opened new Intuit positions in Q4 2019 and 62 closed out, a net change of +89 holders.
  • The largest Intuit buyer in Q4 2019 was Sands Capital Management, an estimated $309M added.
  • The largest Intuit seller in Q4 2019 was Capital International Investors, an estimated $733M sold.

Based on aggregated 13F filings for Q4 2019.