We are live on ! Find out more

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
CLOS
651
Compagnie Lombard Odier SCmA
Switzerland
$73K +$75.5K +630 New
VCM
652
Vigilant Capital Management
Maine
$72K
FANJ
653
Financial Architects (New Jersey)
New Jersey
$70K -$2.28K -19 -3%
FWM
654
Focused Wealth Management
New York
$70K
VCM
655
Versant Capital Management
Arizona
$65K -$2.4K -20 -3%
ADL
656
Asset Dedication LLC
California
$56K +$36K +300 +164%
YWP
657
YorkBridge Wealth Partners
New York
$54K +$36K +300 +240%
PI
658
PineBridge Investments
New York
$50K -$479 -4 -0.9%
CAW
659
Cornerstone Advisors (Washington)
Washington
$49K
AOWM
660
Alpha Omega Wealth Management
Virginia
$46K
PFBT
661
Parkside Financial Bank & Trust
Missouri
$46K
FPS
662
Fieldpoint Private Securities
Connecticut
$44K +$45.7K +381 New
QAM
663
QCI Asset Management
New York
$43K
TDC
664
Thompson Davis & Co
Virginia
$41K
WTB
665
Washington Trust Bank
Washington
$39K -$2.76K -23 -6%
PB
666
Pinnacle Bancorp
Nebraska
$37K +$37.9K +316 New
LNB
667
Ledyard National Bank
$35K +$36K +300 New
CFA
668
CT Financial Advisors
Pennsylvania
$34.8K
GAM
669
Gemmer Asset Management
California
$32K -$16.1K -134 -33%
ST
670
Smithfield Trust
Pennsylvania
$30K -$4.79K -40 -14%
AssetMark Inc
671
AssetMark Inc
California
$30K -$3.12K -26 -9%
RFA
672
Reilly Financial Advisors
California
$29K
PWM
673
Perigon Wealth Management
California
$27K
FHA
674
First Horizon Advisors
Tennessee
$25K -$17.6K -147 -42%
IUHSA
675
Itau Unibanco Holding S.A.
Brazil
$24K +$25.2K +210 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.