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Intuit
INTU

793 hedge funds and large institutions have $39.4B invested in Intuit in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 328 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

40% more funds holding in top 10

Funds holding in top 10: 20 → 28 (+8)

12% more capital invested

Capital invested by funds: $35.2B → $39.4B (+$4.19B)

2% more funds holding

Funds holding: 779 → 793 (+14)

1.44% more ownership

Funds ownership: 87.39% → 88.83% (+1.4%)

2% more call options, than puts

Call options by funds: $132M | Put options by funds: $129M

21% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 328

Holders
793
Holders Change
+14
Holders Change %
+1.8%
% of All Funds
18.18%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.64%
New
73
Increased
258
Reduced
328
Closed
50
Calls
$132M
Puts
$129M
Net Calls
+$2.07M
Net Calls Change
+$41.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$537M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$401M
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$204M
4
PAM
Panagora Asset Management
Massachusetts
+$148M
5
Capital World Investors
Capital World Investors
California
+$118M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$141M
2
State Street
State Street
Massachusetts
-$136M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$124M
4
Renaissance Technologies
Renaissance Technologies
New York
-$82.1M
5
American Century Companies
American Century Companies
Missouri
-$74.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
651
Lake Street Advisors Group
New Hampshire
$228K +$7.74K +46 +4%
TH
652
TCTC Holdings
Texas
$225K – – –
TA
653
Trellis Advisors
Washington
$223K +$1.35K +8 +0.6%
CAPTRUST Financial Advisors
654
CAPTRUST Financial Advisors
North Carolina
$222K +$52K +309 +31%
WIP
655
Wellesley Investment Partners
Massachusetts
$221K +$215K +1,280 New
NIM
656
NuWave Investment Management
New Jersey
$220K -$285K -1,695 -57%
NSIM
657
North Star Investment Management
Illinois
$218K – – –
BC
658
Burney Company
Virginia
$212K +$206K +1,225 New
VFA
659
Voya Financial Advisors
Connecticut
$210K +$207K +1,230 New
HPC
660
HM Payson & Co
Maine
$209K +$203K +1,207 New
SC
661
Savant Capital
Illinois
$209K +$203K +1,208 New
GC
662
Gilbert & Cook
Iowa
$208K +$202K +1,200 New
WA
663
WESPAC Advisors
California
$208K +$202K +1,200 New
GWM
664
Geneos Wealth Management
Colorado
$207K -$18.8K -112 -9%
BCM
665
Brookstone Capital Management
Illinois
$207K +$201K +1,194 New
AHB
666
Abner Herrman & Brock
New Jersey
$207K +$201K +1,196 New
PP
667
Paloma Partners
Connecticut
$207K +$202K +1,198 New
DIS
668
Diversified Investment Strategies
Louisiana
$204K +$198K +1,175 New
S
669
SignatureFD
Georgia
$203K +$197K +1,171 New
IA
670
Independence Advisors
Pennsylvania
$203K +$197K +1,172 New
SWM
671
SeaCrest Wealth Management
New York
$202K +$14.5K +86 +8%
TG
672
TLP Group
Illinois
$202K +$184K +1,095 +1,521%
PGIM
673
Pacific Global Investment Management
California
$201K +$195K +1,158 New
ARMT
674
Amica Retiree Medical Trust
Rhode Island
$197K -$149K -883 -44%
AF
675
Advisornet Financial
Minnesota
$191K – – –
25 26
27
28 29

INTU Hedge Fund Activity: Q1 2018 in Review

793 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2018, worth a combined $39.4B — up 12% from $35.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new INTU positions and 50 closed out — a net gain of 23 holders — while 258 added to existing stakes and 328 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $537M. The largest seller was Morgan Stanley, cutting an estimated $141M.

  • 793 institutional investors held Intuit (INTU) as of Q1 2018, up from 779 in Q4 2017.
  • Funds reported $39.4B of Intuit stock for Q1 2018, up 12% quarter-over-quarter.
  • 73 funds opened new Intuit positions in Q1 2018 and 50 closed out, a net change of +23 holders.
  • The largest Intuit buyer in Q1 2018 was Fidelity Investments, an estimated $537M added.
  • The largest Intuit seller in Q1 2018 was Morgan Stanley, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2018.