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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
MCM
751
Mainstay Capital Management
Michigan
$9K +$9.14K +60 New
FAM
752
Fred Alger Management
New York
$8K
BL
753
Balentine LLC
Georgia
$7K
BWM
754
Baystate Wealth Management
Massachusetts
$7K
HWP
755
Hefty Wealth Partners
Indiana
$7K
MWM
756
MinichMacGregor Wealth Management
New York
$6K
CFA
757
Carroll Financial Associates
North Carolina
$5K -$914 -6 -14%
AWA
758
Acorn Wealth Advisors
Michigan
$5K +$4.72K +31 New
LWA
759
Lenox Wealth Advisors
New York
$5K +$4.72K +31 New
RCC
760
Red Cedar Capital
Nebraska
$5K +$4.72K +31 New
1832 Asset Management
761
1832 Asset Management
Ontario, Canada
$4K -$212K -1,388 -98%
SMG
762
Spectrum Management Group
Indiana
$4K
CFD
763
Creative Financial Designs
Indiana
$3K
THWM
764
Taylor Hoffman Wealth Management
Virginia
$3K +$2.59K +17 New
GWS
765
Glassman Wealth Services
Virginia
$3K +$2.74K +18 +600%
OFW
766
Omnia Family Wealth
Florida
$2K
PVH
767
Psagot Value Holdings
Israel
$2K
TVWM
768
Tower View Wealth Management
Wisconsin
$2K +$1.52K +10 New
HFP
769
Holistic Financial Partners
Indiana
$2K +$2.13K +14 New
VCM
770
Virtue Capital Management
Tennessee
$2K +$2.13K +14 New
OC
771
Oakworth Capital
Alabama
$1K -$305K -2,000 -100%
PMFA
772
Plante Moran Financial Advisors
Michigan
$1K
AWM
773
Avior Wealth Management
Nebraska
$1K +$914 +6 New
AC
774
Avestar Capital
New York
$1K +$1.07K +7 New
WAS
775
Winch Advisory Services
Wisconsin
$1K +$1.07K +7 New

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.