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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
MFS
601
MSI Financial Services
Massachusetts
$159K +$112 +1 +0.1%
SSB
602
Sandy Spring Bank
Maryland
$157K
JWA
603
JFS Wealth Advisors
Pennsylvania
$151K
MUS
604
Mitsubishi UFJ Securities
Japan
$150K -$5.6K -50 -4%
NSIM
605
North Star Investment Management
Illinois
$144K +$134K +1,200 +2,000%
GWM
606
Geneos Wealth Management
Colorado
$119K
JFGIW
607
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K
FPFS
608
First Personal Financial Services
North Carolina
$110K -$108K -966 -50%
GLI
609
Guardian Life Insurance
New York
$107K -$2.46K -22 -2%
AF
610
Arrow Financial
New York
$93K
ECM
611
Elgethun Capital Management
South Dakota
$92K +$89.6K +800 New
PSUF
612
People's United Financial
Connecticut
$91K
WA
613
WFG Advisors
Texas
$83K +$2.24K +20 +3%
MDCM
614
Morgan Dempsey Capital Management
Wisconsin
$75K -$1.9K -17 -3%
EMG
615
ETF Managers Group
New Jersey
$73K -$8.4K -75 -11%
VCM
616
Vigilant Capital Management
Maine
$72K
FANJ
617
Financial Architects (New Jersey)
New Jersey
$71K -$6.38K -57 -8%
BTIS
618
BB&T Investment Services
North Carolina
$71K +$69.5K +621 New
FWM
619
Focused Wealth Management
New York
$69K
VCM
620
Versant Capital Management
Arizona
$66K -$10.2K -91 -13%
HPBT
621
High Point Bank & Trust
North Carolina
$58K
ED
622
Exane Derivatives
France
$53.7K
PI
623
PineBridge Investments
New York
$50K -$6.05K -54 -11%
CAW
624
Cornerstone Advisors (Washington)
Washington
$48K +$2.58K +23 +6%
AAP
625
Arax Advisory Partners
Colorado
$48K +$47.3K +422 New

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.