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726 hedge funds and large institutions have $25.6B invested in Intuit in 2017 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 241 increasing their positions, 281 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 39

28% more call options, than puts

Call options by funds: $133M | Put options by funds: $104M

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

5% more funds holding

Funds holding: 692726 (+34)

2% more capital invested

Capital invested by funds: $25.1B → $25.6B (+$451M)

0.8% more ownership

Funds ownership: 85.35%86.15% (+0.8%)

14% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 281

Holders
726
Holders Change
+34
Holders Change %
+4.91%
% of All Funds
18.07%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.57%
New
86
Increased
241
Reduced
281
Closed
39
Calls
$133M
Puts
$104M
Net Calls
+$29.5M
Net Calls Change
+$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
626
Lincoln National Corp
Pennsylvania
$205K +$211K +1,763 New
MHI
627
Miller Howard Investments
New York
$205K +$212K +1,768 New
IAM
628
Impax Asset Management
New Hampshire
$205K +$212K +1,770 New
MCP
629
Mirador Capital Partners
California
$202K -$75.9K -633 -27%
DADC
630
D.A. Davidson & Co
Montana
$198K -$4.42M -36,869 -96%
PCM
631
Penserra Capital Management
California
$181K -$7.19K -60 -4%
EWM
632
Evercore Wealth Management
New York
$161K -$2.04K -17 -1%
MUS
633
Mitsubishi UFJ Securities
Japan
$151K -$1.2K -10 -0.8%
JWA
634
JFS Wealth Advisors
Pennsylvania
$151K
NSIM
635
North Star Investment Management
Illinois
$146K
IPC
636
Independent Portfolio Consultants
Florida
$145K -$139K -1,159 -48%
JFGIW
637
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$126K +$7.07K +59 +6%
GWM
638
Geneos Wealth Management
Colorado
$123K +$2.4K +20 +2%
GLI
639
Guardian Life Insurance
New York
$109K +$599 +5 +0.5%
FPFS
640
First Personal Financial Services
North Carolina
$102K -$8.99K -75 -8%
WA
641
WFG Advisors
Texas
$96K +$12.6K +105 +14%
FMA
642
FNY Managed Accounts
New York
$96K +$100K +835 New
AAP
643
Arax Advisory Partners
Colorado
$95K +$48.1K +401 +95%
AF
644
Arrow Financial
New York
$94K
ABA
645
American Beacon Advisors
Texas
$92.1K +$95.2K +794 New
PSUF
646
People's United Financial
Connecticut
$92K
PCM
647
Prelude Capital Management
New York
$89K +$59.9K +500 +185%
BTIS
648
BB&T Investment Services
North Carolina
$82K +$9.71K +81 +13%
MDCM
649
Morgan Dempsey Capital Management
Wisconsin
$79K +$3.6K +30 +5%
RIM
650
Rampart Investment Management
Connecticut
$78K +$80.5K +672 New

INTU Hedge Fund Activity: Q1 2017 in Review

726 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2017, worth a combined $25.6B — up 1.8% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new INTU positions and 39 closed out — a net gain of 47 holders — while 241 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $1.95B. The largest seller was Capital Research Global Investors, cutting an estimated $504M.

  • 726 institutional investors held Intuit (INTU) as of Q1 2017, up from 692 in Q4 2016.
  • Funds reported $25.6B of Intuit stock for Q1 2017, up 1.8% quarter-over-quarter.
  • 86 funds opened new Intuit positions in Q1 2017 and 39 closed out, a net change of +47 holders.
  • The largest Intuit buyer in Q1 2017 was BlackRock, an estimated $1.95B added.
  • The largest Intuit seller in Q1 2017 was Capital Research Global Investors, an estimated $504M sold.

Based on aggregated 13F filings for Q1 2017.