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Intuit

630 hedge funds and large institutions have $22.5B invested in Intuit in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 195 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 43

53% more call options, than puts

Call options by funds: $125M | Put options by funds: $81.5M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

4% more funds holding

Funds holding: 606630 (+24)

5% more capital invested

Capital invested by funds: $21.4B → $22.5B (+$1.04B)

22% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 250

Holders
630
Holders Change
+24
Holders Change %
+3.96%
% of All Funds
16.53%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.31%
New
75
Increased
195
Reduced
250
Closed
43
Calls
$125M
Puts
$81.5M
Net Calls
+$43.4M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
651
ClearBridge Investments
New York
-$498K -5,615 Closed
GT
652
Greenleaf Trust
Michigan
-$424K -4,775 Closed
CWM
653
Confluence Wealth Management
Oregon
-$418K -4,711 Closed
PCM
654
Prelude Capital Management
New York
-$344K -3,871 Closed
SIG
655
Schooner Investment Group
Pennsylvania
-$267K -3,000 Closed
LA
656
Lucus Advisors
New York
-$247K -2,785 Closed
CPS
657
Counsel Portfolio Services
Ontario, Canada
-$240K -2,700 Closed
RBC
658
Ronald Blue & Co
Georgia
-$228K -2,567 Closed
FAAS
659
First Allied Advisory Services
California
-$226K -2,561 Closed
GG
660
Gofen & Glossberg
Illinois
-$216K -2,438 Closed
CEP
661
Chicago Equity Partners
Illinois
-$200K -2,250 Closed
AIM
662
Artemis Investment Management
United Kingdom
-$123K -1,387 Closed
PSI
663
Pinnacle Summer Investments
Virginia
-$54K -610 Closed
MGIA
664
Moneta Group Investment Advisors
Missouri
-$44K -500 Closed
RFA
665
Reilly Financial Advisors
California
-$24K -248 Closed
DLHL
666
Donald L. Hagan LLC
Florida
-$19K -216 Closed
KCM
667
Karp Capital Management
California
-$12K -134 Closed
MPWT
668
MassMutual Private Wealth & Trust
Connecticut
-$4.83K -50 Closed
BCM
669
Brookstone Capital Management
Illinois
-$3K -37 Closed
VIA
670
Vident Investment Advisory
Georgia
-$3K -34 Closed
SIM
671
Sonora Investment Management
Arizona
-$3K -31 Closed
PFO
672
Pathstone Family Office
New Jersey
-$3K -30 Closed
SGAM
673
Smith Group Asset Management
Texas
-$1K -16 Closed

INTU Hedge Fund Activity: Q4 2015 in Review

630 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2015, worth a combined $22.5B — up 4.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new INTU positions and 43 closed out — a net gain of 32 holders — while 195 added to existing stakes and 250 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $175M. The largest seller was VOYA Investment Management, cutting an estimated $201M.

  • 630 institutional investors held Intuit (INTU) as of Q4 2015, up from 606 in Q3 2015.
  • Funds reported $22.5B of Intuit stock for Q4 2015, up 4.9% quarter-over-quarter.
  • 75 funds opened new Intuit positions in Q4 2015 and 43 closed out, a net change of +32 holders.
  • The largest Intuit buyer in Q4 2015 was Citadel Advisors, an estimated $175M added.
  • The largest Intuit seller in Q4 2015 was VOYA Investment Management, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2015.