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Intuit
INTU

598 hedge funds and large institutions have $23.6B invested in Intuit in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 180 increasing their positions, 247 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

15% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $76M

6% more funds holding

Funds holding: 564 → 598 (+34)

5% more capital invested

Capital invested by funds: $22.4B → $23.6B (+$1.22B)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

27% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 247

Holders
598
Holders Change
+34
Holders Change %
+6.03%
% of All Funds
15.95%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
76
Increased
180
Reduced
247
Closed
32
Calls
$87.5M
Puts
$76M
Net Calls
+$11.5M
Net Calls Change
-$112M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
2
American Century Companies
American Century Companies
Missouri
+$111M
3
Ameriprise
Ameriprise
Minnesota
+$98.3M
4
State Street
State Street
Massachusetts
+$60.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$120M
2
Citadel Advisors
Citadel Advisors
Florida
-$116M
3
Morgan Stanley
Morgan Stanley
New York
-$114M
4
Invesco
Invesco
Georgia
-$64.7M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
576
SignatureFD
Georgia
$23K +$4.71K +53 +27%
MA
577
MUFG Americas
New York
$21K -$11.1K -125 -36%
FAM
578
Fred Alger Management
New York
$21K -$89 -1 -0.4%
EFSCE
579
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
TRCT
580
Tower Research Capital (TRC)
New York
$17K -$2.76M -31,024 -99%
WA
581
WFG Advisors
Texas
$14K +$11.7K +132 +660%
GAM
582
Gemmer Asset Management
California
$13K – – –
RA
583
Rational Advisors
New York
$10K +$9.7K +109 New
NFG
584
Next Financial Group
Texas
$9K -$4.8K -54 -35%
OIA
585
Optimum Investment Advisors
Illinois
$9K – – –
OFS
586
Orrstown Financial Services
Pennsylvania
$9K – – –
NG
587
NatWest Group
United Kingdom
$8.21K -$5.06M -56,853 -39%
RFS
588
Rockefeller Financial Services
New York
$7K – – –
ST
589
Smithfield Trust
Pennsylvania
$7K – – –
TFO
590
Tarbox Family Office
California
$7K – – –
AW
591
Alpha Windward
Massachusetts
$7K +$6.94K +78 New
NSIM
592
North Star Investment Management
Illinois
$6K – – –
CAW
593
Cornerstone Advisors (Washington)
Washington
$6K +$3.2K +36 +150%
FAM
594
Fortaleza Asset Management
Illinois
$5K – – –
ACS
595
Archford Capital Strategies
Illinois
$4K – – –
NHFG
596
New Harbor Financial Group
Massachusetts
$3K +$3.29K +37 New
WEC
597
Winslow Evans & Crocker
Massachusetts
$2.95K +$2.85K +32 New
KT
598
Kanaly Trust
Texas
$2K – – –
BRWA
599
B. Riley Wealth Advisors
Florida
$61 +$58.9K +662 New
Two Sigma Investments
600
Two Sigma Investments
New York
– -$45.1M -514,966 Closed
22 23
24
25 26

INTU Hedge Fund Activity: Q4 2014 in Review

598 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2014, worth a combined $23.6B — up 5.5% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new INTU positions and 32 closed out — a net gain of 44 holders — while 180 added to existing stakes and 247 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $432M. The largest seller was Neuberger Berman Group, cutting an estimated $120M.

  • 598 institutional investors held Intuit (INTU) as of Q4 2014, up from 564 in Q3 2014.
  • Funds reported $23.6B of Intuit stock for Q4 2014, up 5.5% quarter-over-quarter.
  • 76 funds opened new Intuit positions in Q4 2014 and 32 closed out, a net change of +44 holders.
  • The largest Intuit buyer in Q4 2014 was Fidelity Investments, an estimated $432M added.
  • The largest Intuit seller in Q4 2014 was Neuberger Berman Group, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2014.