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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
PCG
801
Private Capital Group
Connecticut
$76K +$39.1K +188 +95%
ADL
802
Asset Dedication LLC
California
$75K -$23.3K -112 -23%
NIM
803
NuWave Investment Management
New Jersey
$72K -$396K -1,905 -84%
AAMU
804
Amundi Asset Management US
Massachusetts
$71.1K -$13.4M -64,435 -15%
LNB
805
Ledyard National Bank
$71K
SFSIG
806
San Francisco Sentry Investment Group
California
$69K +$3.12K +15 +4%
BWM
807
BerganKDV Wealth Management
Minnesota
$66K
Carson Wealth (CWM LLC)
808
Carson Wealth (CWM LLC)
Nebraska
$66K +$11.7K +56 +20%
OIA
809
OneDigital Investment Advisors
Kansas
$64K -$62.4K -300 -48%
QAM
810
QCI Asset Management
New York
$63K
FRA
811
Front Row Advisors
California
$61K
MA
812
MUFG Americas
New York
$59K -$20.8K -100 -25%
MDCM
813
Morgan Dempsey Capital Management
Wisconsin
$59K -$3.33K -16 -5%
JWM
814
Janiczek Wealth Management
Colorado
$59K
WCM
815
WealthBridge Capital Management
Ohio
$59K +$62K +298 New
BAM
816
Bruderman Asset Management
New York
$59K +$62.6K +301 New
RFA
817
Reilly Financial Advisors
California
$58K
FHA
818
Flagship Harbor Advisors
Massachusetts
$58K +$33.5K +161 +117%
VCM
819
Versant Capital Management
Arizona
$56K
OIA
820
Optimum Investment Advisors
Illinois
$54K
GAM
821
Gemmer Asset Management
California
$54K +$208 +1 +0.4%
SQA
822
Simon Quick Advisors
New Jersey
$54K +$15.6K +75 +38%
QCG
823
Quadrant Capital Group
Ohio
$52K +$13.9K +67 +28%
FC
824
Ferris Capital
Massachusetts
$49K
DWM
825
Doyle Wealth Management
Florida
$45K +$47.9K +230 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.