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907 hedge funds and large institutions have $44.6B invested in Intuit in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 316 increasing their positions, 328 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 106

0% more funds holding

Funds holding: 904907 (+3)

0.23% more ownership

Funds ownership: 87.51%87.74% (+0.23%)

4% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 328

13% less capital invested

Capital invested by funds: $51.4B → $44.6B (-$6.82B)

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

22% less call options, than puts

Call options by funds: $244M | Put options by funds: $314M

Holders
907
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
20.21%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.71%
New
117
Increased
316
Reduced
328
Closed
106
Calls
$244M
Puts
$314M
Net Calls
-$70M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
651
Harvest Capital Management
New Hampshire
$396K
ESBC
652
E.S. Barr & Co
Kentucky
$390K
MCP
653
Mirador Capital Partners
California
$388K
TIA
654
Tiemann Investment Advisors
California
$382K -$16.4K -79 -4%
GIM
655
Goelzer Investment Management
Indiana
$382K -$8.53K -41 -2%
GG
656
Gofen & Glossberg
Illinois
$377K
CCFCSB
657
Cape Cod Five Cents Savings Bank
Massachusetts
$373K
LFAS
658
Level Four Advisory Services
Texas
$371K +$47.9K +230 +14%
1SB
659
1ST Source Bank
Indiana
$370K -$39.5K -190 -9%
SHGA
660
Sand Hill Global Advisors
California
$359K +$83.2K +400 +28%
BIM
661
Bridges Investment Management
Nebraska
$345K +$364K +1,751 New
MC
662
Machina Capital
France
$343K +$363K +1,743 New
VV
663
Verity & Verity
South Carolina
$342K -$25K -120 -6%
DWM
664
Dakota Wealth Management
Florida
$340K
WS
665
Wedbush Securities
California
$340K +$2.08K +10 +0.6%
EAM
666
Evanson Asset Management
California
$337K +$22.5K +108 +7%
PCM
667
Perritt Capital Management
Illinois
$335K -$1.04K -5 -0.3%
PL
668
Parthenon LLC
Kentucky
$335K
FBC
669
Fairfield, Bush & Co
Connecticut
$334K
WA
670
Wambolt & Associates
Colorado
$328K +$346K +1,664 New
SWA
671
Stratos Wealth Advisors
Ohio
$321K +$339K +1,630 New
Verition Fund Management
672
Verition Fund Management
Connecticut
$319K -$2.34M -11,258 -87%
HK
673
Horizon Kinetics
New York
$319K -$35.8K -172 -10%
S
674
Seeyond
France
$318K +$336K +1,615 New
TCM
675
Traynor Capital Management
Pennsylvania
$317K -$68.5K -329 -17%

INTU Hedge Fund Activity: Q4 2018 in Review

907 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2018, worth a combined $44.6B — down 13% from $51.4B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new INTU positions and 106 closed out — a net gain of 11 holders — while 316 added to existing stakes and 328 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $370M. The largest seller was Arrowstreet Capital, cutting an estimated $318M.

  • 907 institutional investors held Intuit (INTU) as of Q4 2018, up from 904 in Q3 2018.
  • Funds reported $44.6B of Intuit stock for Q4 2018, down 13% quarter-over-quarter.
  • 117 funds opened new Intuit positions in Q4 2018 and 106 closed out, a net change of +11 holders.
  • The largest Intuit buyer in Q4 2018 was Janus Henderson Group, an estimated $370M added.
  • The largest Intuit seller in Q4 2018 was Arrowstreet Capital, an estimated $318M sold.

Based on aggregated 13F filings for Q4 2018.