Intuit
INTU
556 hedge funds and large institutions have $19.9B invested in Intuit in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 230 reducing their positions, and 30 closing their positions.
83% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 30
69% more call options, than puts
Call options by funds: $119M | Put options by funds: $70.3M
3% more funds holding
Funds holding: 539 → 556 (+17)
0% more capital invested
Capital invested by funds: $19.8B → $19.9B (+$47M)
18% less funds holding in top 10
Funds holding in top 10: 17 → 14 (-3)
18% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 230
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$139M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$129M |
| 3 |
CAM
Contour Asset Management
New York
|
+$110M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$53.8M |
| 5 |
Millennium Management
New York
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$256M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$163M |
| 3 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$150M |
| 4 |
Primecap Management
Pasadena,
California
|
-$115M |
| 5 |
Select Equity Group
New York
|
-$55.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MYAM
576
Meiji Yasuda Asset Management
Tokyo,
Japan
| – | -$218K | -2,859 | Closed |
|
|
PL
577
Parkwood LLC
Cleveland,
Ohio
| – | -$186K | -2,443 | Closed |
|
|
MCM
578
McKinley Capital Management
Anchorage,
Alaska
| – | -$127K | -1,666 | Closed |
|
|
HNB
579
Huntington National Bank
Columbus,
Ohio
| – | -$119K | -1,561 | Closed |
|
|
HF
580
Hoxton Financial
Shepherdstown,
West Virginia
| – | -$91K | -1,194 | Closed |
|
|
SIA
581
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$61K | -800 | Closed |
|
582
Parallax Volatility Advisers
San Francisco,
California
| – | -$52.9K | -693 | Closed |
|
|
SHWM
583
Smith & Howard Wealth Management
Atlanta,
Georgia
| – | -$46K | -597 | Closed |
|
584
Twin Tree Management
Dallas,
Texas
| – | -$37.3K | -489 | Closed |
|
|
M
585
MOTCO
San Antonio,
Texas
| – | -$8K | -100 | Closed |
|
|
PCTC
586
Perkins Coie Trust Company
Seattle,
Washington
| – | -$7K | -95 | Closed |
|
|
EWM
587
Elite Wealth Management
Kirkland,
Washington
| – | -$6K | -77 | Closed |
|
INTU Hedge Fund Activity: Q1 2014 in Review
556 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2014, worth a combined $19.9B — up 0.24% from $19.8B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new INTU positions and 30 closed out — a net gain of 25 holders — while 188 added to existing stakes and 230 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $256M.
- 556 institutional investors held Intuit (INTU) as of Q1 2014, up from 539 in Q4 2013.
- Funds reported $19.9B of Intuit stock for Q1 2014, up 0.24% quarter-over-quarter.
- 55 funds opened new Intuit positions in Q1 2014 and 30 closed out, a net change of +25 holders.
- The largest Intuit buyer in Q1 2014 was Citadel Advisors, an estimated $139M added.
- The largest Intuit seller in Q1 2014 was Capital World Investors, an estimated $256M sold.
Based on aggregated 13F filings for Q1 2014.