We are live on ! Find out more

692 hedge funds and large institutions have $25.1B invested in Intuit in 2016 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 207 increasing their positions, 280 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

85.35% more ownership

Funds ownership: 0%85.35% (+85%)

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

7% more funds holding

Funds holding: 645692 (+47)

6% more capital invested

Capital invested by funds: $23.7B → $25.1B (+$1.43B)

26% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 280

28% less call options, than puts

Call options by funds: $78.8M | Put options by funds: $109M

Holders
692
Holders Change
+47
Holders Change %
+7.29%
% of All Funds
17.3%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.47%
New
93
Increased
207
Reduced
280
Closed
34
Calls
$78.8M
Puts
$109M
Net Calls
-$30M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
51
APG Asset Management
Netherlands
$99.9M +$18.1M +161,312 +21%
Macquarie Group
52
Macquarie Group
Australia
$93.8M -$8.66M -77,348 -9%
MVIP
53
Mar Vista Investment Partners
California
$89.1M +$513K +4,583 +0.6%
AllianceBernstein
54
AllianceBernstein
Tennessee
$86.8M -$3.27M -29,185 -4%
Wells Fargo
55
Wells Fargo
California
$86.7M -$6.07M -54,182 -7%
Charles Schwab
56
Charles Schwab
California
$85.7M +$3.68M +32,878 +5%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$81.5M -$873K -7,797 -1%
EARNEST Partners
58
EARNEST Partners
Georgia
$81.3M -$6.15M -54,900 -7%
WRF
59
Waddell & Reed Financial
Kansas
$80.9M -$71.3M -636,730 -47%
Swiss National Bank
60
Swiss National Bank
Switzerland
$77.6M +$291K +2,600 +0.4%
First Trust Advisors
61
First Trust Advisors
Illinois
$75.4M +$26.2M +234,104 +55%
SCM
62
Sterling Capital Management
North Carolina
$75.3M -$2.97M -26,489 -4%
Mawer Investment Management
63
Mawer Investment Management
Alberta, Canada
$73.3M +$9.59M +85,627 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
64
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$72.1M -$8.16M -72,908 -10%
BIM
65
BlackRock Investment Management
Delaware
$69.9M +$2.39M +21,358 +4%
Wellington Management Group
66
Wellington Management Group
Massachusetts
$69.2M -$16.5M -147,570 -20%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$69.1M -$5.2M -46,400 -7%
Ninety One (UK)
68
Ninety One (UK)
United Kingdom
$69M +$85.8K +766 +0.1%
Ameriprise
69
Ameriprise
Minnesota
$69M -$57.2M -510,980 -46%
SO
70
STRS Ohio
Ohio
$64.8M +$1.13M +10,068 +2%
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$63.5M +$2.01M +17,951 +3%
Jennison Associates
72
Jennison Associates
New York
$63.4M -$669K -5,972 -1%
BJ
73
BlackRock Japan
Japan
$62.3M -$4.76M -42,542 -7%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$62.2M +$60.6M +541,069 New
SC
75
Saturna Capital
Washington
$59.3M -$18.4M -164,400 -24%

INTU Hedge Fund Activity: Q4 2016 in Review

692 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2016, worth a combined $25.1B — up 6.1% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new INTU positions and 34 closed out — a net gain of 59 holders — while 207 added to existing stakes and 280 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $436M. The largest seller was Capital Research Global Investors, cutting an estimated $761M.

  • 692 institutional investors held Intuit (INTU) as of Q4 2016, up from 645 in Q3 2016.
  • Funds reported $25.1B of Intuit stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 93 funds opened new Intuit positions in Q4 2016 and 34 closed out, a net change of +59 holders.
  • The largest Intuit buyer in Q4 2016 was T. Rowe Price Associates, an estimated $436M added.
  • The largest Intuit seller in Q4 2016 was Capital Research Global Investors, an estimated $761M sold.

Based on aggregated 13F filings for Q4 2016.