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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
MSA
776
Marino Stram & Associates
Massachusetts
$123K +$208 +1 +0.2%
NL
777
NKCFO LLC
Illinois
$123K +$130K +625 New
CAM
778
CenterStar Asset Management
Illinois
$122K
FANJ
779
Financial Architects (New Jersey)
New Jersey
$121K
CAM
780
Columbia Asset Management
Michigan
$118K
FGC
781
Financial Gravity Companies
Texas
$118K +$114K +550 New
SIM
782
Sonora Investment Management
Arizona
$118K +$125K +600 New
HMS
783
Hanseatic Management Services
New Mexico
$112K +$118K +567 New
JA
784
JOYN Advisors
Georgia
$106K +$832 +4 +0.7%
MUS
785
Mitsubishi UFJ Securities
Japan
$102K -$8.32K -40 -7%
ESB
786
Essex Savings Bank
Connecticut
$100K +$106K +510 New
CBT
787
Capital Bank & Trust
California
$99K +$68.5K +329 +191%
LB
788
Legacy Bridge
Iowa
$99K +$105K +505 New
NCM
789
Next Capital Management
New York
$98K +$104K +500 New
TL
790
TrueWealth LLC
Georgia
$97K
FAM
791
Fred Alger Management
New York
$96K -$3.12K -15 -3%
AF
792
Advisornet Financial
Minnesota
$93K -$84.9K -408 -46%
Schroder Investment Management Group
793
Schroder Investment Management Group
United Kingdom
$92.9K +$7.92M +38,084 +9%
CAPTRUST Financial Advisors
794
CAPTRUST Financial Advisors
North Carolina
$92K +$14.8K +71 +18%
LFA
795
Legacy Financial Advisors
Kentucky
$87K +$4.79K +23 +5%
YWP
796
YorkBridge Wealth Partners
New York
$84K
PB
797
Pinnacle Bancorp
Nebraska
$80K +$84.7K +407 New
NL
798
NVWM LLC
Pennsylvania
$79K -$203K -974 -71%
AssetMark Inc
799
AssetMark Inc
California
$78K +$53.1K +255 +180%
PFBT
800
Parkside Financial Bank & Trust
Missouri
$77K +$11.7K +56 +17%

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.