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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
MOS
726
MGO One Seven
Ohio
$26K +$25.3K +166 New
WPA
727
West Paces Advisors
Georgia
$25.2K
PCP
728
Proficio Capital Partners
Massachusetts
$25K +$305 +2 +1%
WAP
729
Wealthcare Advisory Partners
Pennsylvania
$25K +$23.9K +157 New
SPI
730
Santori & Peters Inc
Pennsylvania
$24K +$23.9K +157 New
SWA
731
Sutton Wealth Advisors
Florida
$23.8K -$2.44K -16 -10%
CA
732
Calton & Associates
Florida
$23K +$21K +138 New
CBT
733
Capital Bank & Trust
California
$21K
WAM
734
Wolverine Asset Management
Illinois
$20K -$42.4K -278 -68%
DBT
735
Dubuque Bank & Trust
Iowa
$20K
MCM
736
Manchester Capital Management
Vermont
$19K -$610K -4,000 -97%
PFGIA
737
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$305 +2 +2%
TFO
738
Tarbox Family Office
California
$17K
APA
739
American Portfolios Advisors
New York
$15.5K +$14.9K +98 New
EFSCE
740
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$2.29K -15 -14%
BWA
741
Burt Wealth Advisors
Maryland
$15K
GFP
742
Gryphon Financial Partners
Ohio
$15K +$14.5K +95 New
JFGIW
743
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K -$135K -889 -91%
SIC
744
Salem Investment Counselors
North Carolina
$13K
SBL
745
Sargent Bickham Lagudis
Colorado
$13K
PG
746
Patten Group
Tennessee
$12K
TG
747
TLP Group
Illinois
$11K -$289K -1,894 -96%
Walleye Trading
748
Walleye Trading
New York
$10.6K +$3.16M +20,717 +44%
LWM
749
Lenox Wealth Management
Ohio
$10K +$47.4K +311 New
ANBT
750
American National Bank & Trust
Texas
$9K

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.