We are live on ! Find out more

779 hedge funds and large institutions have $35.2B invested in Intuit in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 257 increasing their positions, 292 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

12% more capital invested

Capital invested by funds: $31.5B → $35.2B (+$3.67B)

4% more funds holding

Funds holding: 750779 (+29)

0.41% more ownership

Funds ownership: 86.97%87.39% (+0.41%)

12% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 292

25% less call options, than puts

Call options by funds: $119M | Put options by funds: $158M

Holders
779
Holders Change
+29
Holders Change %
+3.87%
% of All Funds
17.67%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.45%
New
97
Increased
257
Reduced
292
Closed
62
Calls
$119M
Puts
$158M
Net Calls
-$39.6M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
576
Snowden Capital Advisors
New York
$398K +$30.9K +203 +9%
JMFC
577
J.M. Forbes & Co
Massachusetts
$395K
TRCT
578
Tower Research Capital (TRC)
New York
$394K +$137K +897 +56%
CBN
579
Cadence Bank NA
Texas
$393K +$10.5K +69 +3%
CCA
580
Conestoga Capital Advisors
Pennsylvania
$391K
FBC
581
Fairfield, Bush & Co
Connecticut
$390K
OLA
582
Oliver Luxxe Assets
New Jersey
$390K
APG
583
Abacus Planning Group
South Carolina
$386K +$373K +2,448 New
PCM
584
Penserra Capital Management
California
$375K +$57K +374 +19%
LOAMS
585
Lombard Odier Asset Management (Switzerland)
Switzerland
$369K
GIM
586
Goelzer Investment Management
Indiana
$367K
IA
587
IFP Advisors
Florida
$364K +$40.1K +263 +13%
RCM
588
RB Capital Management
Nevada
$363K -$15.2K -100 -4%
CTC
589
Central Trust Company
Missouri
$363K
YMRC
590
Yorktown Management & Research Company
Virginia
$363K
TIA
591
Tiemann Investment Advisors
California
$358K +$152 +1 +0%
AW
592
Alpha Windward
Massachusetts
$356K -$9.14K -60 -3%
MML Investors Services
593
MML Investors Services
Massachusetts
$353K +$40.5K +266 +13%
PCM
594
Prelude Capital Management
New York
$348K +$274K +1,797 +442%
HIM
595
Hillsdale Investment Management
Ontario, Canada
$347K
FAAS
596
First Allied Advisory Services
California
$340K +$8.38K +55 +3%
WA
597
WBH Advisory
Maryland
$339K -$7.62K -50 -2%
CCM
598
Conatus Capital Management
Connecticut
$337K
STA
599
Summit Trail Advisors
New York
$332K +$308K +2,023 New
BFO
600
Boston Family Office
Massachusetts
$329K +$318K +2,088 New

INTU Hedge Fund Activity: Q4 2017 in Review

779 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2017, worth a combined $35.2B — up 12% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new INTU positions and 62 closed out — a net gain of 35 holders — while 257 added to existing stakes and 292 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was Renaissance Technologies, cutting an estimated $232M.

  • 779 institutional investors held Intuit (INTU) as of Q4 2017, up from 750 in Q3 2017.
  • Funds reported $35.2B of Intuit stock for Q4 2017, up 12% quarter-over-quarter.
  • 97 funds opened new Intuit positions in Q4 2017 and 62 closed out, a net change of +35 holders.
  • The largest Intuit buyer in Q4 2017 was Fidelity Investments, an estimated $232M added.
  • The largest Intuit seller in Q4 2017 was Renaissance Technologies, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2017.