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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
JG
676
Jefferies Group
New York
$112K -$6.28M -41,202 -98%
ST
677
Smithfield Trust
Pennsylvania
$105K +$37.6K +247 +59%
VCM
678
Vigilant Capital Management
Maine
$99K
MA
679
MUFG Americas
New York
$98K +$79.3K +520 +520%
MSA
680
Marino Stram & Associates
Massachusetts
$98K +$94.6K +621 New
FANJ
681
Financial Architects (New Jersey)
New Jersey
$95K
GBT
682
Grove Bank & Trust
Florida
$93K
MUS
683
Mitsubishi UFJ Securities
Japan
$88K -$74.7K -490 -47%
SLF
684
Sun Life Financial
Ontario, Canada
$84K -$192K -1,260 -70%
EMG
685
ETF Managers Group
New Jersey
$84K +$11.3K +74 +16%
TL
686
TrueWealth LLC
Georgia
$78K +$75K +492 New
ADL
687
Asset Dedication LLC
California
$76K
RFM
688
Royal Fund Management
Florida
$75K
CAW
689
Cornerstone Advisors (Washington)
Washington
$71K
FHA
690
First Horizon Advisors
Tennessee
$71K +$35.8K +235 +109%
CLOS
691
Compagnie Lombard Odier SCmA
Switzerland
$70K -$28.3K -186 -30%
PFBT
692
Parkside Financial Bank & Trust
Missouri
$70K +$1.07K +7 +2%
MDCM
693
Morgan Dempsey Capital Management
Wisconsin
$67.5K
YWP
694
YorkBridge Wealth Partners
New York
$67K
TSW
695
Thompson Siegel & Walmsley
Virginia
$64K
SQA
696
Simon Quick Advisors
New Jersey
$63K -$40.5K -266 -41%
LNB
697
Ledyard National Bank
$59K
VCM
698
Versant Capital Management
Arizona
$55K +$7.16K +47 +15%
OIA
699
OneDigital Investment Advisors
Kansas
$55K +$53.3K +350 New
FGC
700
Financial Gravity Companies
Texas
$54K +$48.8K +320 New

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.