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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
Pacer Advisors
876
Pacer Advisors
Pennsylvania
$9K -$5.15M -24,756 -100%
BWM
877
Baystate Wealth Management
Massachusetts
$9K
PG
878
Patten Group
Tennessee
$9K
AS
879
Altshuler Shaham
Israel
$8K +$1.46K +7 +22%
PWM
880
PRW Wealth Management
Massachusetts
$8K +$9.15K +44 New
RCC
881
Red Cedar Capital
Nebraska
$6K
PFGIA
882
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$5.83K +28 New
SMG
883
Spectrum Management Group
Indiana
$5K
TJHA
884
Thomas J. Herzfeld Advisors
Florida
$5K
CIA
885
CSat Investment Advisory
Michigan
$5K +$1.46K +7 +41%
CA
886
Claro Advisors
Massachusetts
$5K +$4.16K +20 New
KPW
887
Kore Private Wealth
New York
$5K +$4.99K +24 New
SGS
888
Sterling Global Strategies
California
$4.04K +$4.37K +21 New
LWM
889
Liberty Wealth Management
California
$4K +$4.37K +21 New
EI
890
Ellevest Inc
New York
$4K +$4.58K +22 New
CB
891
CNB Bank
Pennsylvania
$3K
GWS
892
Glassman Wealth Services
Virginia
$3K
OFW
893
Omnia Family Wealth
Florida
$3K
PG
894
Proffitt & Goodson
Tennessee
$3K
THWM
895
Taylor Hoffman Wealth Management
Virginia
$3K
ATC
896
Adirondack Trust Company
New York
$3K +$2.71K +13 New
CFA
897
Clarfeld Financial Advisors
New York
$3K +$2.71K +13 New
APC
898
Aspire Private Capital
North Carolina
$3K +$3.12K +15 New
AC
899
Avestar Capital
New York
$2K
JCM
900
Julex Capital Management
Massachusetts
$2K +$2.29K +11 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.