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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
SSW
601
Smith Shellnut Wilson
Mississippi
$325K
KWM
602
Kingsview Wealth Management
Oregon
$321K -$14.5K -95 -4%
RWA
603
Ropes Wealth Advisors
Massachusetts
$320K -$151K -989 -33%
DADC
604
D.A. Davidson & Co
Montana
$320K +$87.3K +573 +39%
CT
605
Coastline Trust
Rhode Island
$319K +$85.3K +560 +38%
FTIOP
606
Fiduciary Trust International of Pennsylvania
Pennsylvania
$318K -$7.62K -50 -2%
ARMT
607
Amica Retiree Medical Trust
Rhode Island
$318K
HCM
608
Harvest Capital Management
New Hampshire
$317K
Luther King Capital Management (LKCM)
609
Luther King Capital Management (LKCM)
Texas
$315K
ESBC
610
E.S. Barr & Co
Kentucky
$312K
GG
611
Gofen & Glossberg
Illinois
$310K
PCM
612
Perritt Capital Management
Illinois
$309K -$30.5K -200 -9%
KFS
613
Kurt F. Somerville
$304K -$30.5K -200 -9%
CCFCSB
614
Cape Cod Five Cents Savings Bank
Massachusetts
$299K
1SB
615
1ST Source Bank
Indiana
$291K -$762 -5 -0.3%
BWP
616
Baldwin Wealth Partners
Massachusetts
$288K
VCA
617
Verdence Capital Advisors
Maryland
$286K +$276K +1,812 New
FMLI
618
Fukoku Mutual Life Insurance
Japan
$284K
VV
619
Verity & Verity
South Carolina
$278K -$52.6K -345 -16%
Fisher Asset Management
620
Fisher Asset Management
Washington
$278K +$27.6K +181 +11%
Northwestern Mutual Wealth Management
621
Northwestern Mutual Wealth Management
Wisconsin
$276K -$129K -847 -33%
MCP
622
Mirador Capital Partners
California
$275K
PSF
623
Pacific Sun Financial
California
$275K +$266K +1,743 New
CIBC World Market
624
CIBC World Market
Ontario, Canada
$274K -$1.83K -12 -0.7%
CPH
625
C Partners Holding
Switzerland
$274K +$265K +1,738 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.