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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
WA
576
WBH Advisory
Maryland
$252K
CONA
577
Capital One National Association
New York
$251K +$245K +2,191 New
IIC
578
Integrated Investment Consultants
Michigan
$250K
DIA
579
Denver Investment Advisors
Colorado
$246K
DA
580
DSC Advisors
Illinois
$246K +$8.85K +79 +4%
KFS
581
Kurt F. Somerville
$244K
ARMT
582
Amica Retiree Medical Trust
Rhode Island
$231K
QAM
583
Quantres Asset Management
Cayman Islands
$229K +$11.2K +100 +5%
OC
584
Oakworth Capital
Alabama
$228K
CG
585
Caprock Group
Idaho
$226K -$168K -1,499 -43%
GG
586
Gofen & Glossberg
Illinois
$225K
ESBC
587
E.S. Barr & Co
Kentucky
$223K
HCM
588
Harvest Capital Management
New Hampshire
$223K
CWM
589
Concert Wealth Management
California
$219K -$7.5K -67 -3%
CCFCSB
590
Cape Cod Five Cents Savings Bank
Massachusetts
$217K
BWP
591
Baldwin Wealth Partners
Massachusetts
$215K
MCM
592
MV Capital Management
Maryland
$211K -$25.1K -224 -11%
SHGA
593
Sand Hill Global Advisors
California
$209K -$275K -2,458 -57%
FMLI
594
Fukoku Mutual Life Insurance
Japan
$206K
SS
595
Simplicity Solutions
Minnesota
$202K -$46.5K -415 -19%
IA
596
IFP Advisors
Florida
$191K +$45.3K +405 +32%
NFG
597
Next Financial Group
Texas
$189K -$15.1K -135 -8%
TG
598
TLP Group
Illinois
$187K +$55.5K +496 +44%
PCM
599
Penserra Capital Management
California
$185K +$27.4K +245 +18%
EWM
600
Evercore Wealth Management
New York
$162K -$11.5K -103 -7%

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.