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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
CIP
601
Champlain Investment Partners
Vermont
– -$27.9M -318,080 Closed
LCM
602
Laurion Capital Management
New York
– -$17.3M -196,854 Closed
SFM
603
Soros Fund Management
New York
– -$13.1M -150,000 Closed
TH
604
Timber Hill
Connecticut
– -$10.3M -115,884 Closed
KCM
605
Kames Capital Management
United Kingdom
– -$5.04M -57,493 Closed
WMSA
606
Weiss Multi-Strategy Advisers
New York
– -$4.6M -52,500 Closed
Two Sigma Advisers
607
Two Sigma Advisers
New York
– -$2.26M -25,768 Closed
PIP
608
Perennial Investment Partners
Australia
– -$2M -22,774 Closed
Verition Fund Management
609
Verition Fund Management
Connecticut
– -$1.86M -21,279 Closed
Capital Fund Management (CFM)
610
Capital Fund Management (CFM)
France
– -$1.72M -19,661 Closed
SC
611
Scotia Capital
Ontario, Canada
– -$1.45M -16,517 Closed
RJFSA
612
Raymond James Financial Services Advisors
Florida
– -$1.23M -13,995 Closed
MC
613
Menta Capital
California
– -$1.09M -12,400 Closed
IA
614
Icon Advisers
Colorado
– -$1.06M -12,100 Closed
PVH
615
Psagot Value Holdings
Israel
– -$701K -8,000 Closed
QIM
616
Quantitative Investment Management
Virginia
– -$674K -7,700 Closed
LMAM
617
Legg Mason Asset Management
Japan
– -$597K -6,800 Closed
MYAM
618
Meiji Yasuda Asset Management
Japan
– -$457K -5,209 Closed
PHK
619
Point72 Hong Kong
Hong Kong
– -$393K -4,482 Closed
Jane Street
620
Jane Street
New York
– -$356K -4,057 Closed
CRC
621
Curi RMB Capital
Illinois
– -$328K -3,738 Closed
QSS
622
Quantitative Systematic Strategies
Florida
– -$328K -3,733 Closed
BGIM
623
Boussard & Gavaudan Investment Management
United Kingdom
– -$268K -3,024 Closed
SFM
624
Signature Financial Management
Virginia
– -$229K -2,610 Closed
CLOS
625
Compagnie Lombard Odier SCmA
Switzerland
– -$205K -2,339 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.