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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
RA
801
Rational Advisors
New York
$129K -$641K -2,982 -84%
GP
802
Girard Partners
Pennsylvania
$128K +$121K +565 New
MUS
803
Mitsubishi UFJ Securities
Japan
$127K
JA
804
JOYN Advisors
Georgia
$122K -$23K -107 -17%
FGAM
805
Financial Gravity Asset Management
Texas
$122K +$51.6K +240 +65%
WWM
806
Willingdon Wealth Management
North Carolina
$121K +$114K +532 New
OC
807
Oakworth Capital
Alabama
$117K +$107K +496 +2,480%
FAM
808
Fred Alger Management
New York
$115K +$19.3K +90 +22%
ADL
809
Asset Dedication LLC
California
$113K -$6.23K -29 -6%
TL
810
TrueWealth LLC
Georgia
$112K
CAW
811
Cornerstone Advisors (Washington)
Washington
$112K +$5.8K +27 +6%
AA
812
Ancora Advisors
Ohio
$98K +$92.2K +429 New
YWP
813
YorkBridge Wealth Partners
New York
$97K
LFA
814
Legacy Financial Advisors
Kentucky
$95K
TC
815
Truvestments Capital
Florida
$94K +$88.9K +414 New
CAPTRUST Financial Advisors
816
CAPTRUST Financial Advisors
North Carolina
$91K -$207K -963 -71%
MA
817
MUFG Americas
New York
$91K -$21.5K -100 -20%
APP
818
Avantax Planning Partners
Iowa
$89K +$84K +391 New
LNB
819
Ledyard National Bank
$82K -$3.44K -16 -4%
PFBT
820
Parkside Financial Bank & Trust
Missouri
$76K -$51.1K -238 -41%
BWM
821
BerganKDV Wealth Management
Minnesota
$76K
SFSIG
822
San Francisco Sentry Investment Group
California
$76K +$5.16K +24 +8%
KTC
823
Kistler-Tiffany Companies
Pennsylvania
$74K
QAM
824
QCI Asset Management
New York
$73K
TPWA
825
TRUE Private Wealth Advisors
Oregon
$71.9K +$67.9K +316 New

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.