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Intuit

606 hedge funds and large institutions have $21.4B invested in Intuit in 2015 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 254 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $141M | Put options by funds: $96.9M

5% less funds holding

Funds holding: 635606 (-29)

12% less capital invested

Capital invested by funds: $24.3B → $21.4B (-$2.86B)

22% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 254

34% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 77

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
606
Holders Change
-29
Holders Change %
-4.57%
% of All Funds
16.92%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.25%
New
51
Increased
198
Reduced
254
Closed
77
Calls
$141M
Puts
$96.9M
Net Calls
+$44.5M
Net Calls Change
+$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$80.4M -$43.8M -451,041 -33%
Artisan Partners
52
Artisan Partners
Wisconsin
$80.2M +$87.7M +903,550 New
NFA
53
Nationwide Fund Advisors
Ohio
$73.7M +$7.49M +77,170 +10%
Wells Fargo
54
Wells Fargo
California
$73.2M +$1.53M +15,723 +2%
AQR Capital Management
55
AQR Capital Management
Connecticut
$72.5M +$23.4M +240,861 +42%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$71.2M +$8.09M +83,383 +12%
SC
57
Saturna Capital
Washington
$69.4M -$873K -9,000 -1%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$69M -$5.9M -60,800 -7%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$68.4M -$4.72M -48,677 -6%
AIM
60
abrdn Investment Management
United Kingdom
$68.2M -$190M -1,955,502 -72%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$67.1M +$48.2M +497,104 +192%
SCM
62
Sterling Capital Management
North Carolina
$67M +$882K +9,089 +1%
Swiss National Bank
63
Swiss National Bank
Switzerland
$64.5M +$4.26M +43,900 +6%
Charles Schwab
64
Charles Schwab
California
$64.2M +$577K +5,943 +0.8%
THSP
65
Taube Hodson Stonex Partners
United Kingdom
$57.3M -$22.4M -231,017 -26%
CAM
66
Contour Asset Management
New York
$57.3M -$5.64M -58,146 -8%
MVIP
67
Mar Vista Investment Partners
California
$56.6M +$19.7M +202,960 +47%
APG Asset Management
68
APG Asset Management
Netherlands
$54.4M +$6.67M +68,751 +13%
BIM
69
BlackRock Investment Management
Delaware
$53.8M +$1.29M +13,241 +2%
AllianceBernstein
70
AllianceBernstein
Tennessee
$53.3M -$2.09M -21,544 -3%
Mawer Investment Management
71
Mawer Investment Management
Alberta, Canada
$50.7M -$1.09M -11,229 -2%
PAMU
72
Pictet Asset Management (UK)
United Kingdom
$49.7M -$450K -4,635 -0.8%
BJ
73
BlackRock Japan
Japan
$49.3M +$14.9M +153,389 +38%
CS
74
Credit Suisse
Switzerland
$47.7M -$2.54M -26,220 -5%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$47M +$1.05M +10,788 +2%

INTU Hedge Fund Activity: Q3 2015 in Review

606 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2015, worth a combined $21.4B — down 12% from $24.3B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of INTU and 51 opened new positions — a net loss of 26 holders — while 254 trimmed existing stakes and 198 added.

The largest buyer was Capital World Investors, adding an estimated $943M. The largest seller was Fidelity Investments, cutting an estimated $547M.

  • 606 institutional investors held Intuit (INTU) as of Q3 2015, down from 635 in Q2 2015.
  • Funds reported $21.4B of Intuit stock for Q3 2015, down 12% quarter-over-quarter.
  • 51 funds opened new Intuit positions in Q3 2015 and 77 closed out, a net change of -26 holders.
  • The largest Intuit buyer in Q3 2015 was Capital World Investors, an estimated $943M added.
  • The largest Intuit seller in Q3 2015 was Fidelity Investments, an estimated $547M sold.

Based on aggregated 13F filings for Q3 2015.