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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
PAM
651
Peak Asset Management
Colorado
$209K +$202K +1,325 New
IFWM
652
Institute for Wealth Management
Colorado
$207K +$199K +1,306 New
GWM
653
Geneos Wealth Management
Colorado
$206K
TH
654
TCTC Holdings
Texas
$205K -$61K -400 -24%
TA
655
Trellis Advisors
Washington
$201K +$194K +1,276 New
LSAG
656
Lake Street Advisors Group
New Hampshire
$200K +$193K +1,269 New
NSIM
657
North Star Investment Management
Illinois
$199K
SFM
658
Signet Financial Management
New Jersey
$193K +$187K +1,224 New
AF
659
Advisornet Financial
Minnesota
$174K +$168K +1,101 New
SWM
660
SeaCrest Wealth Management
New York
$170K +$164K +1,078 New
SWP
661
Stratos Wealth Partners
Ohio
$162K +$157K +1,030 New
LFA
662
Legacy Financial Advisors
Kentucky
$161K +$156K +1,024 New
CAPTRUST Financial Advisors
663
CAPTRUST Financial Advisors
North Carolina
$158K +$152K +999 New
IUHSA
664
Itau Unibanco Holding S.A.
Brazil
$151K -$59.3K -389 -29%
FPFS
665
First Personal Financial Services
North Carolina
$151K +$11.3K +74 +8%
AIM
666
ARK Investment Management
Florida
$146K -$1.91M -12,505 -93%
PFA
667
Pathway Financial Advisors
Vermont
$137K +$132K +869 New
AAP
668
Arax Advisory Partners
Colorado
$129K
HFM
669
Harvest Fund Management
China
$129K
AF
670
Arrow Financial
New York
$128K
SIAS
671
Shine Investment Advisory Services
Colorado
$127K -$3.05K -20 -2%
PGWM
672
Parisi Gray Wealth Management
New Jersey
$127K +$122K +799 New
ABA
673
American Beacon Advisors
Texas
$125K
MCM
674
MV Capital Management
Maryland
$124K -$2.9K -19 -2%
GLI
675
Guardian Life Insurance
New York
$124K +$36.1K +237 +43%

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.