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904 hedge funds and large institutions have $51.4B invested in Intuit in 2018 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 318 increasing their positions, 340 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $46.5B → $51.4B (+$4.93B)

3% more funds holding

Funds holding: 877904 (+27)

6% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 340

1.27% less ownership

Funds ownership: 88.79%87.51% (-1.3%)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-2)

24% less call options, than puts

Call options by funds: $258M | Put options by funds: $341M

Holders
904
Holders Change
+27
Holders Change %
+3.08%
% of All Funds
20.67%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.85%
New
85
Increased
318
Reduced
340
Closed
43
Calls
$258M
Puts
$341M
Net Calls
-$83M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
BS
751
Boenning & Scattergood
Pennsylvania
$238K
GAG
752
GM Advisory Group
New York
$238K
SBSB
753
Sullivan, Bruyette, Speros & Blaney
Virginia
$237K +$430 +2 +0.2%
FNT
754
First National Trust
Pennsylvania
$236K +$223K +1,040 New
SC
755
Savant Capital
Illinois
$235K -$56.7K -264 -20%
WCF
756
West Coast Financial
California
$235K +$215 +1 +0.1%
NC
757
NewSquare Capital
Pennsylvania
$232K +$34.4K +160 +19%
SWP
758
Stratos Wealth Partners
Ohio
$232K +$220K +1,022 New
SL
759
Signition LP
New York
$231K +$218K +1,017 New
RCAG
760
Rehmann Capital Advisory Group
Michigan
$229K -$7.3K -34 -3%
CL
761
CPWM LLC
Washington
$229K +$2.58K +12 +1%
EWA
762
EP Wealth Advisors
California
$229K +$216K +1,006 New
FNBT
763
FineMark National Bank & Trust
Florida
$227K -$383K -1,783 -64%
CPO
764
Cerity Partners OCIO
New York
$227K
RC
765
RBF Capital
California
$227K
SLT
766
St Louis Trust
Missouri
$227K
CIA
767
Capital Investment Advisors
Georgia
$225K -$15.9K -74 -7%
DC
768
Diametric Capital
Massachusetts
$224K +$212K +988 New
SWM
769
SeaCrest Wealth Management
New York
$222K +$645 +3 +0.3%
HHGA
770
Halbert Hargrove Global Advisors
California
$218K -$7.73K -36 -4%
ERIM
771
Eagle Ridge Investment Management
Connecticut
$218K +$206K +959 New
BP
772
Ballentine Partners
Massachusetts
$216K -$6.45K -30 -3%
PAA
773
Peregrine Asset Advisers
Oregon
$210K +$199K +924 New
ZIM
774
Zacks Investment Management
Illinois
$208K -$12.9M -59,997 -98%
SSB
775
Sandy Spring Bank
Maryland
$207K

INTU Hedge Fund Activity: Q3 2018 in Review

904 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2018, worth a combined $51.4B — up 11% from $46.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new INTU positions and 43 closed out — a net gain of 42 holders — while 318 added to existing stakes and 340 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $1.2B. The largest seller was Capital World Investors, cutting an estimated $2.11B.

  • 904 institutional investors held Intuit (INTU) as of Q3 2018, up from 877 in Q2 2018.
  • Funds reported $51.4B of Intuit stock for Q3 2018, up 11% quarter-over-quarter.
  • 85 funds opened new Intuit positions in Q3 2018 and 43 closed out, a net change of +42 holders.
  • The largest Intuit buyer in Q3 2018 was Capital International Investors, an estimated $1.2B added.
  • The largest Intuit seller in Q3 2018 was Capital World Investors, an estimated $2.11B sold.

Based on aggregated 13F filings for Q3 2018.