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Intuit

630 hedge funds and large institutions have $22.5B invested in Intuit in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 195 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 43

53% more call options, than puts

Call options by funds: $125M | Put options by funds: $81.5M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

4% more funds holding

Funds holding: 606630 (+24)

5% more capital invested

Capital invested by funds: $21.4B → $22.5B (+$1.04B)

22% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 250

Holders
630
Holders Change
+24
Holders Change %
+3.96%
% of All Funds
16.53%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.31%
New
75
Increased
195
Reduced
250
Closed
43
Calls
$125M
Puts
$81.5M
Net Calls
+$43.4M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
ED
601
Exane Derivatives
France
$10.2K +$10.2K +106 New
BAM
602
Barrett Asset Management
New York
$10K
PHK
603
Point72 Hong Kong
Hong Kong
$10K +$9.67K +100 New
BWA
604
Burt Wealth Advisors
Maryland
$9K
ZB
605
Zions Bancorporation
Utah
$9K
ST
606
Smithfield Trust
Pennsylvania
$8K
PCP
607
Proficio Capital Partners
Massachusetts
$8K +$7.73K +80 New
WP
608
WealthPLAN Partners
Nebraska
$7.72K +$7.73K +80 New
TFO
609
Tarbox Family Office
California
$7K
DPA
610
Delphi Private Advisors
California
$7K +$6.57K +68 New
QCG
611
Quadrant Capital Group
Ohio
$7K +$8.02K +83 +231%
TSU
612
TD Securities (USA)
New York
$6K -$9.57K -99 -63%
AW
613
Alpha Windward
Massachusetts
$6K -$677 -7 -10%
CAW
614
Cornerstone Advisors (Washington)
Washington
$6K
NCM
615
Nelson Capital Management
California
$6K
NSIM
616
North Star Investment Management
Illinois
$6K
CFA
617
Carroll Financial Associates
North Carolina
$5K
MFBTD
618
MB Financial Bank - Trust Department
Illinois
$5K
VNA
619
Valley National Advisers
Pennsylvania
$5K
GI
620
Gradient Investments
Minnesota
$5K +$4.83K +50 New
PVH
621
Psagot Value Holdings
Israel
$5K +$4.83K +50 New
GXMC
622
Global X Management Company
New York
$4K
KT
623
Kanaly Trust
Texas
$4K
HWP
624
Hefty Wealth Partners
Indiana
$4K +$4.25K +44 New
WEC
625
Winslow Evans & Crocker
Massachusetts
$3.09K

INTU Hedge Fund Activity: Q4 2015 in Review

630 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2015, worth a combined $22.5B — up 4.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new INTU positions and 43 closed out — a net gain of 32 holders — while 195 added to existing stakes and 250 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $175M. The largest seller was VOYA Investment Management, cutting an estimated $201M.

  • 630 institutional investors held Intuit (INTU) as of Q4 2015, up from 606 in Q3 2015.
  • Funds reported $22.5B of Intuit stock for Q4 2015, up 4.9% quarter-over-quarter.
  • 75 funds opened new Intuit positions in Q4 2015 and 43 closed out, a net change of +32 holders.
  • The largest Intuit buyer in Q4 2015 was Citadel Advisors, an estimated $175M added.
  • The largest Intuit seller in Q4 2015 was VOYA Investment Management, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2015.