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645 hedge funds and large institutions have $23.7B invested in Intuit in 2016 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 222 increasing their positions, 263 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 49

1% less funds holding

Funds holding: 654645 (-9)

6% less capital invested

Capital invested by funds: $25.2B → $23.7B (-$1.55B)

16% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 263

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

47% less call options, than puts

Call options by funds: $45.6M | Put options by funds: $85.9M

Holders
645
Holders Change
-9
Holders Change %
-1.38%
% of All Funds
17.21%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
48
Increased
222
Reduced
263
Closed
49
Calls
$45.6M
Puts
$85.9M
Net Calls
-$40.3M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
601
CT Financial Advisors
Pennsylvania
$33K
SIG
602
Stanford Investment Group
California
$31K +$8.72K +78 +38%
AssetMark Inc
603
AssetMark Inc
California
$30K +$3.13K +28 +11%
RFA
604
Reilly Financial Advisors
California
$27K
PWM
605
Perigon Wealth Management
California
$26K
Winslow Capital Management
606
Winslow Capital Management
Minnesota
$24K -$335M -2,997,715 -100%
IR
607
Invictus RG
Bermuda
$20K -$10.4K -93 -34%
ADL
608
Asset Dedication LLC
California
$20K
SWA
609
Sutton Wealth Advisors
Florida
$18K
QCG
610
Quadrant Capital Group
Ohio
$18K -$447 -4 -2%
EFSCE
611
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
ZB
612
Zions Bancorporation
Utah
$18K +$2.91K +26 +19%
IWMPD
613
Integrated Wealth Management (Palm Desert)
California
$16K
CGT
614
Capital Guardian Trust
California
$15K
CFA
615
Camarda Financial Advisors
Florida
$14K -$14.3K -128 -50%
DBT
616
Dubuque Bank & Trust
Iowa
$14K
MA
617
MUFG Americas
New York
$14K
BGIM
618
Brandywine Global Investment Management
Pennsylvania
$13K
MCM
619
Manchester Capital Management
Vermont
$13K
WP
620
WealthPLAN Partners
Nebraska
$12.3K -$3.58K -32 -22%
PCP
621
Proficio Capital Partners
Massachusetts
$12K +$1.68K +15 +15%
PHK
622
Point72 Hong Kong
Hong Kong
$11K -$112K -1,000 -91%
CCM
623
Cribstone Capital Management
Maine
$11K
TFO
624
Tarbox Family Office
California
$11K
ST
625
Smithfield Trust
Pennsylvania
$9K

INTU Hedge Fund Activity: Q3 2016 in Review

645 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2016, worth a combined $23.7B — down 6.2% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of INTU and 48 opened new positions — a net loss of 1 holder — while 263 trimmed existing stakes and 222 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $185M. The largest seller was Winslow Capital Management, cutting an estimated $335M.

  • 645 institutional investors held Intuit (INTU) as of Q3 2016, down from 654 in Q2 2016.
  • Funds reported $23.7B of Intuit stock for Q3 2016, down 6.2% quarter-over-quarter.
  • 48 funds opened new Intuit positions in Q3 2016 and 49 closed out, a net change of -1 holder.
  • The largest Intuit buyer in Q3 2016 was T. Rowe Price Associates, an estimated $185M added.
  • The largest Intuit seller in Q3 2016 was Winslow Capital Management, an estimated $335M sold.

Based on aggregated 13F filings for Q3 2016.