We are live on ! Find out more

779 hedge funds and large institutions have $35.2B invested in Intuit in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 257 increasing their positions, 292 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

12% more capital invested

Capital invested by funds: $31.5B → $35.2B (+$3.67B)

4% more funds holding

Funds holding: 750779 (+29)

0.41% more ownership

Funds ownership: 86.97%87.39% (+0.41%)

12% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 292

25% less call options, than puts

Call options by funds: $119M | Put options by funds: $158M

Holders
779
Holders Change
+29
Holders Change %
+3.87%
% of All Funds
17.67%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.45%
New
97
Increased
257
Reduced
292
Closed
62
Calls
$119M
Puts
$158M
Net Calls
-$39.6M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
76
Amundi Asset Management US
Massachusetts
$73.5M +$52M +340,871 +272%
Los Angeles Capital Management
77
Los Angeles Capital Management
California
$73.4M
WRF
78
Waddell & Reed Financial
Kansas
$72.4M -$2M -13,100 -3%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$70.9M +$11.4M +74,625 +20%
CGI
80
Comgest Global Investors
France
$69.5M -$1.62M -10,600 -2%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$69.4M +$4.16M +27,319 +7%
AllianceBernstein
82
AllianceBernstein
Tennessee
$68.9M -$2.74M -18,006 -4%
NAMA
83
Nikko Asset Management Americas
New York
$68.2M +$42.8M +280,800 +167%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$67.4M +$967K +6,344 +2%
Stifel Financial
85
Stifel Financial
Missouri
$65.2M -$531K -3,482 -0.8%
CS
86
Credit Suisse
Switzerland
$65.1M +$2.54M +16,636 +4%
Citigroup
87
Citigroup
New York
$63.2M +$13.9M +91,003 +29%
Mackenzie Financial
88
Mackenzie Financial
Ontario, Canada
$60.6M +$19.1M +125,330 +48%
Asset Management One
89
Asset Management One
Japan
$60.4M -$175K -1,151 -0.3%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$59.8M +$122K +803 +0.2%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$58.2M -$1.41M -9,233 -2%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$55.9M +$20.6M +135,052 +62%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$55.3M -$3.82M -25,032 -7%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$54.3M -$1.01M -6,600 -2%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$54.2M -$11.8M -77,678 -18%
MAM
96
Martingale Asset Management
Massachusetts
$53.2M +$156K +1,025 +0.3%
Capital Fund Management (CFM)
97
Capital Fund Management (CFM)
France
$51.1M -$15.8M -103,400 -24%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.9M +$9.95M +65,252 +27%
Ameriprise
99
Ameriprise
Minnesota
$47.4M -$30.6M -201,041 -40%
William Blair Investment Management
100
William Blair Investment Management
Illinois
$46M -$1.42M -9,338 -3%

INTU Hedge Fund Activity: Q4 2017 in Review

779 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2017, worth a combined $35.2B — up 12% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new INTU positions and 62 closed out — a net gain of 35 holders — while 257 added to existing stakes and 292 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was Renaissance Technologies, cutting an estimated $232M.

  • 779 institutional investors held Intuit (INTU) as of Q4 2017, up from 750 in Q3 2017.
  • Funds reported $35.2B of Intuit stock for Q4 2017, up 12% quarter-over-quarter.
  • 97 funds opened new Intuit positions in Q4 2017 and 62 closed out, a net change of +35 holders.
  • The largest Intuit buyer in Q4 2017 was Fidelity Investments, an estimated $232M added.
  • The largest Intuit seller in Q4 2017 was Renaissance Technologies, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2017.