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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
JWA
701
JFS Wealth Advisors
Pennsylvania
$259K
LNC
702
Lincoln National Corp
Pennsylvania
$258K +$416 +2 +0.2%
AIM
703
ARK Investment Management
Florida
$257K
CL
704
CIM LLC
New York
$255K +$16.6K +80 +7%
RTC
705
Riverview Trust Company
Washington
$252K +$267K +1,282 New
FCH
706
Freestone Capital Holdings
Washington
$251K +$266K +1,277 New
NSIM
707
North Star Investment Management
Illinois
$248K
ATC
708
Argent Trust Co
Tennessee
$248K +$35.8K +172 +16%
BCM
709
Brookstone Capital Management
Illinois
$246K -$13.9K -67 -5%
FA
710
FDx Advisors
Illinois
$244K -$403K -1,938 -61%
SWP
711
Stratos Wealth Partners
Ohio
$244K +$45.6K +219 +21%
AWM
712
Alterna Wealth Management
Texas
$244K +$382K +1,838 New
MA
713
Mutual Advisors
Nebraska
$240K +$25K +120 +11%
PFPT
714
Pinnacle Financial Partners (Tennessee)
Tennessee
$239K +$25K +120 +11%
OWA
715
One Wealth Advisors
California
$237K -$388K -1,863 -61%
ACM
716
Advisors Capital Management
New Jersey
$237K -$2.71K -13 -1%
WA
717
WESPAC Advisors
California
$236K -$980K -4,710 -80%
AW
718
Alpha Windward
Massachusetts
$235K -$130K -626 -34%
AHB
719
Abner Herrman & Brock
New Jersey
$235K
RFM
720
Royal Fund Management
Florida
$235K
C
721
Cerebellum
California
$235K +$80.1K +385 +48%
VCA
722
Verdence Capital Advisors
Maryland
$234K -$16.6K -80 -6%
FHA
723
First Horizon Advisors
Tennessee
$234K +$119K +573 +93%
OC
724
Oakworth Capital
Alabama
$233K +$139K +669 +130%
WIP
725
Wellesley Investment Partners
Massachusetts
$232K -$20.8K -100 -8%

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.