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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
PCP
851
Proficio Capital Partners
Massachusetts
$33K -$215 -1 -0.7%
AssetMark Inc
852
AssetMark Inc
California
$32K -$11.8K -55 -28%
FHA
853
Flagship Harbor Advisors
Massachusetts
$32K +$8.16K +38 +38%
DWA
854
Divergent Wealth Advisors
Utah
$28K
DBT
855
Dubuque Bank & Trust
Iowa
$28K
VFA
856
Valeo Financial Advisors
Indiana
$27K
CFGS
857
Concourse Financial Group Securities
Alabama
$26K +$24.3K +113 New
EFSCE
858
Enterprise Financial Services Corp (EFSC)
Missouri
$24K -$3.01K -14 -12%
TFO
859
Tarbox Family Office
California
$24K -$859 -4 -4%
HDIM
860
Hanson & Doremus Investment Management
Vermont
$23K -$5.8K -27 -21%
WAS
861
WESPAC Advisors SoCal
California
$23K +$21.9K +102 New
BWA
862
Burt Wealth Advisors
Maryland
$22K
WF
863
WealthTrust Fairport
Ohio
$20K
SBL
864
Sargent Bickham Lagudis
Colorado
$19K
MYIA
865
Mount Yale Investment Advisors
Colorado
$18K -$645 -3 -4%
SIC
866
Salem Investment Counselors
North Carolina
$18K
GRP
867
Global Retirement Partners
California
$17K
SMFS
868
Squar Milner Financial Services
California
$17K +$5.37K +25 +50%
CFD
869
Creative Financial Designs
Indiana
$17K +$6.45K +30 +68%
BWA
870
BDO Wealth Advisors
Florida
$16K
AF
871
Allworth Financial
California
$15K +$11K +51 +364%
MCM
872
Mainstay Capital Management
Michigan
$14K
JFGIW
873
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K
TSW
874
Thompson Siegel & Walmsley
Virginia
$13K
ACS
875
Archford Capital Strategies
Illinois
$12K

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.