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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
IA
726
Independence Advisors
Pennsylvania
$231K
TA
727
Trellis Advisors
Washington
$230K -$2.71K -13 -1%
Fisher Asset Management
728
Fisher Asset Management
Washington
$229K -$6.87K -33 -3%
PGIM
729
Pacific Global Investment Management
California
$229K +$416 +2 +0.2%
OSIA
730
O'Shares Investment Advisers
Massachusetts
$228K +$241K +1,159 New
ARMT
731
Amica Retiree Medical Trust
Rhode Island
$223K
MCM
732
MAI Capital Management
Ohio
$221K +$12.9K +62 +6%
CWM
733
Confluence Wealth Management
Oregon
$220K +$233K +1,118 New
MC
734
Menta Capital
California
$220K +$233K +1,120 New
PWAG
735
Polaris Wealth Advisory Group
California
$218K -$119K -573 -34%
GLLW
736
Graves Light Lenhart Wealth
Virginia
$217K +$229K +1,100 New
TWM
737
Tolleson Wealth Management
Texas
$212K +$224K +1,076 New
BFA
738
Bragg Financial Advisors
North Carolina
$211K
TFS
739
Thoroughbred Financial Services
Tennessee
$211K +$223K +1,073 New
NRS
740
Neville Rodie & Shaw
New York
$210K
MC
741
MIG Capital
California
$208K -$22.5K -108 -9%
GAMC
742
Garner Asset Management Corp
Texas
$208K
WAM
743
Weatherly Asset Management
California
$208K
RCAG
744
Rehmann Capital Advisory Group
Michigan
$208K +$9.99K +48 +5%
GAG
745
GM Advisory Group
New York
$206K
PIM
746
Penobscot Investment Management
Massachusetts
$206K +$218K +1,047 New
SBSB
747
Sullivan, Bruyette, Speros & Blaney
Virginia
$205K
PCM
748
Penserra Capital Management
California
$204K -$865K -4,155 -80%
WCF
749
West Coast Financial
California
$203K +$208 +1 +0.1%
CP
750
Camelot Portfolios
Ohio
$203K +$214K +1,030 New

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.