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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
DA
676
DSC Advisors
Illinois
$315K -$82.4K -396 -20%
FFBTD
677
First Financial Bank - Trust Division
Ohio
$315K
YMRC
678
Yorktown Management & Research Company
Virginia
$315K
NERM
679
New England Research & Management
Illinois
$315K +$333K +1,600 New
VST
680
Van Strum & Towne
California
$312K
AWM
681
Altium Wealth Management
New York
$312K +$6.87K +33 +2%
MFG
682
Magnus Financial Group
New York
$312K +$329K +1,583 New
RWA
683
Ropes Wealth Advisors
Massachusetts
$305K -$100K -482 -24%
GCC
684
Guardian Capital (Canada)
Ontario, Canada
$305K +$323K +1,550 New
BSPF
685
British Steel Pension Fund
United Kingdom
$297K +$272K +1,307 New
RC
686
Roundview Capital
New Jersey
$295K
CBA
687
Coastal Bridge Advisors
Connecticut
$293K -$25.6K -123 -8%
GWM
688
Geneos Wealth Management
Colorado
$293K +$16K +77 +5%
FRM
689
Fox Run Management
Connecticut
$292K +$309K +1,484 New
PAM
690
Peak Asset Management
Colorado
$288K +$23.3K +112 +8%
RMCM
691
Reynders McVeigh Capital Management
Massachusetts
$287K
KFS
692
Kurt F. Somerville
$285K
S
693
SignatureFD
Georgia
$285K +$28.3K +136 +10%
BPA
694
Beacon Pointe Advisors
California
$277K +$293K +1,406 New
IAA
695
Independent Advisor Alliance
North Carolina
$275K -$832 -4 -0.3%
EWM
696
Evercore Wealth Management
New York
$271K +$7.28K +35 +3%
PFM
697
Parsec Financial Management
North Carolina
$267K
SS
698
Simplicity Solutions
Minnesota
$265K -$1.25K -6 -0.4%
SC
699
SouthState Corp
Florida
$265K +$20.6K +99 +8%
BTNA
700
Bremer Trust National Association
Minnesota
$260K

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.