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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
EFSCE
851
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$2.08K +10 +9%
SPL
852
Smart Portfolios LLC
Washington
$22K +$22.9K +110 New
TFO
853
Tarbox Family Office
California
$21K +$624 +3 +3%
GRP
854
Global Retirement Partners
California
$21K +$6.66K +32 +43%
CIM
855
Contravisory Investment Management
Massachusetts
$21K +$22.7K +109 New
HDIM
856
Hanson & Doremus Investment Management
Vermont
$20K
WAS
857
WESPAC Advisors SoCal
California
$20K
PRC
858
Pearl River Capital
Michigan
$20K +$20.8K +100 New
BWA
859
Burt Wealth Advisors
Maryland
$19K
AIA
860
Alera Investment Advisors
Illinois
$19K +$20.4K +98 New
SBL
861
Sargent Bickham Lagudis
Colorado
$17K
WF
862
WealthTrust Fairport
Ohio
$17K
LWANC
863
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K +$16.6K +80 New
MPWT
864
MassMutual Private Wealth & Trust
Connecticut
$15.9K +$16.9K +81 New
SMFS
865
Squar Milner Financial Services
California
$15K
PAI
866
Pittenger & Anderson Inc
Nebraska
$15K +$5.2K +25 +50%
HI
867
Human Investing
Oregon
$15K +$15.8K +76 New
AF
868
Allworth Financial
California
$13K
CHP
869
Cable Hill Partners
Oregon
$13K +$5.2K +25 +64%
CFD
870
Creative Financial Designs
Indiana
$11K -$3.33K -16 -22%
ACS
871
Archford Capital Strategies
Illinois
$11K
TSW
872
Thompson Siegel & Walmsley
Virginia
$11K
CI
873
CX Institutional
Indiana
$11K +$2.29K +11 +25%
VNA
874
Valley National Advisers
Pennsylvania
$11K +$6.66K +32 +145%
CQS
875
Credential Qtrade Securities
$9.84K

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.