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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
RFM
676
Royal Fund Management
Florida
$23K
AIM
677
Acrospire Investment Management
Illinois
$23K +$24K +200 New
NFG
678
Next Financial Group
Texas
$22K -$177K -1,475 -90%
IF
679
Ironwood Financial
Arizona
$22K
GBT
680
Grove Bank & Trust
Florida
$21K
EFSCE
681
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
PCP
682
Proficio Capital Partners
Massachusetts
$20K +$3.83K +32 +28%
EA
683
Edge Advisors
Georgia
$20K +$21K +175 +4,375%
WEC
684
Winslow Evans & Crocker
Massachusetts
$19.7K +$20.4K +170 New
SWA
685
Sutton Wealth Advisors
Florida
$19K
QCG
686
Quadrant Capital Group
Ohio
$19K -$1.44K -12 -5%
WPA
687
West Paces Advisors
Georgia
$18.6K -$3.36K -28 -15%
CGT
688
Capital Guardian Trust
California
$16K
DBT
689
Dubuque Bank & Trust
Iowa
$14K
MCM
690
Manchester Capital Management
Vermont
$14K
MA
691
MUFG Americas
New York
$14K
PSC
692
Prentiss Smith & Co
Vermont
$14K
BIG
693
Bellwether Investment Group
Tennessee
$14K +$12.8K +107 +764%
BGIM
694
Brandywine Global Investment Management
Pennsylvania
$13K
BWA
695
Burt Wealth Advisors
Maryland
$11K
TFO
696
Tarbox Family Office
California
$11K
SBL
697
Sargent Bickham Lagudis
Colorado
$10K -$10.3K -86 -51%
GRP
698
Global Retirement Partners
California
$10K
HDIM
699
Hanson & Doremus Investment Management
Vermont
$10K +$9.83K +82 New
PG
700
Patten Group
Tennessee
$9K +$8.99K +75 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.