We are live on ! Find out more

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
FAAS
926
First Allied Advisory Services
California
-$279K -1,369 Closed
BC
927
Burney Company
Virginia
-$260K -1,275 Closed
LSAG
928
Lake Street Advisors Group
New Hampshire
-$249K -1,217 Closed
VAM
929
Visionary Asset Management
Texas
-$218K -1,068 Closed
CIC
930
Carnegie Investment Counsel
Ohio
-$205K -975 Closed
PFA
931
Pathway Financial Advisors
Vermont
-$178K -869 Closed
AAP
932
Arax Advisory Partners
Colorado
-$171K -837 Closed
CF
933
Centaurus Financial
California
-$86K -419 Closed
AOWM
934
Alpha Omega Wealth Management
Virginia
-$41K -200 Closed
WT
935
Washington Trust
Rhode Island
-$24K -117 Closed
LWA
936
Lenox Wealth Advisors
New York
-$20K -96 Closed
GFP
937
Gryphon Financial Partners
Ohio
-$19K -95 Closed
RFWA
938
RPg Family Wealth Advisory
Massachusetts
-$15.9K -78 Closed
TF
939
Tompkins Financial
New York
-$11K -53 Closed
CFC
940
Coyle Financial Counsel
Illinois
-$8K -39 Closed
PW
941
Price Wealth
Texas
-$6K -31 Closed
ClearBridge Investments
942
ClearBridge Investments
New York
-$4K -22 Closed
RWP
943
RWA Wealth Partners
Massachusetts
-$4K -19 Closed
CFA
944
Carroll Financial Associates
North Carolina
-$1K -8 Closed
MPWT
945
MassMutual Private Wealth & Trust
Connecticut
-$613 -3 Closed

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.