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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
PRS
626
Pinkerton Retirement Specialists
Idaho
$9K +$1.9K +17 +28%
BAM
627
Barrett Asset Management
New York
$8K
PFO
628
Pathstone Family Office
New Jersey
$7K -$5.37K -48 -44%
NSIM
629
North Star Investment Management
Illinois
$7K
SAM
630
Solaris Asset Management
New York
$7K +$6.93K +62 New
FAM
631
Fred Alger Management
New York
$7K +$7.05K +63 New
PVH
632
Psagot Value Holdings
Israel
$6K -$1.12K -10 -17%
KT
633
Kanaly Trust
Texas
$6K
VNA
634
Valley National Advisers
Pennsylvania
$6K
AIM
635
Advantage Investment Management
Iowa
$5K -$64.6K -578 -93%
ACS
636
Archford Capital Strategies
Illinois
$5K -$6.04K -54 -50%
CFA
637
Carroll Financial Associates
North Carolina
$5K
LAM
638
Lebenthal Asset Management
New York
$5K +$5.48K +49 New
HWP
639
Hefty Wealth Partners
Indiana
$4K
HCM
640
Herndon Capital Management
Georgia
$3K
TFA
641
Transamerica Financial Advisors
Florida
$3K
AFIA
642
America First Investment Advisors
Nebraska
$3K +$2.8K +25 New
SBL
643
Sargent Bickham Lagudis
Colorado
$19 -$1.68K -15 -8%
GE
644
General Electric
Ohio
-$169M -1,510,223 Closed
MSU
645
Mizuho Securities USA
New York
-$11M -98,300 Closed
FHAM
646
Folger Hill Asset Management
New York
-$7.23M -64,800 Closed
MLL
647
Moody Lynn & Lieberson
Massachusetts
-$6.02M -53,970 Closed
HCM
648
Highbridge Capital Management
New York
-$5.51M -49,411 Closed
BA
649
Bridgewater Associates
Connecticut
-$5.42M -48,611 Closed
EGM
650
Engineers Gate Manager
New York
-$5.36M -48,038 Closed

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.