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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
CIBC Private Wealth Group
626
CIBC Private Wealth Group
Georgia
$272K -$3.2M -20,979 -92%
PL
627
Parthenon LLC
Kentucky
$268K
VST
628
Van Strum & Towne
California
$266K
BSW
629
Buckingham Strategic Wealth
Missouri
$265K -$11.4K -75 -4%
FFBTD
630
First Financial Bank - Trust Division
Ohio
$260K -$7.62K -50 -3%
SSB
631
Sandy Spring Bank
Maryland
$259K -$53.3K -350 -18%
CBA
632
Coastal Bridge Advisors
Connecticut
$256K
EAM
633
Evanson Asset Management
California
$253K
WS
634
Wedbush Securities
California
$253K
RC
635
Roundview Capital
New Jersey
$237K
Verition Fund Management
636
Verition Fund Management
Connecticut
$236K -$1.12M -7,319 -83%
SBH
637
Segall Bryant & Hamill
Illinois
$229K +$221K +1,450 New
LFAS
638
Level Four Advisory Services
Texas
$226K -$12.2K -80 -5%
AssetMark Inc
639
AssetMark Inc
California
$226K +$190K +1,244 +651%
SHGA
640
Sand Hill Global Advisors
California
$225K -$56.4K -370 -21%
EWM
641
Evercore Wealth Management
New York
$225K -$11.1K -73 -5%
CIC
642
Chilton Investment Company
Connecticut
$225K
PFM
643
Parsec Financial Management
North Carolina
$223K
SC
644
SouthState Corp
Florida
$221K +$213K +1,398 New
GW
645
GW & Wade
Massachusetts
$220K -$4.57K -30 -2%
BTIS
646
BB&T Investment Services
North Carolina
$220K +$1.22K +8 +0.6%
FMT
647
First Mercantile Trust
Tennessee
$217K -$991K -6,501 -83%
TCM
648
Traynor Capital Management
Pennsylvania
$217K -$12.8K -84 -6%
DA
649
DSC Advisors
Illinois
$216K -$21.8K -143 -9%
JWA
650
JFS Wealth Advisors
Pennsylvania
$212K +$4.27K +28 +2%

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.