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Intuit
INTU

598 hedge funds and large institutions have $23.6B invested in Intuit in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 180 increasing their positions, 247 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

15% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $76M

6% more funds holding

Funds holding: 564 → 598 (+34)

5% more capital invested

Capital invested by funds: $22.4B → $23.6B (+$1.22B)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

27% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 247

Holders
598
Holders Change
+34
Holders Change %
+6.03%
% of All Funds
15.95%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
76
Increased
180
Reduced
247
Closed
32
Calls
$87.5M
Puts
$76M
Net Calls
+$11.5M
Net Calls Change
-$112M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
2
American Century Companies
American Century Companies
Missouri
+$111M
3
Ameriprise
Ameriprise
Minnesota
+$98.3M
4
State Street
State Street
Massachusetts
+$60.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$120M
2
Citadel Advisors
Citadel Advisors
Florida
-$116M
3
Morgan Stanley
Morgan Stanley
New York
-$114M
4
Invesco
Invesco
Georgia
-$64.7M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mackenzie Financial
101
Mackenzie Financial
Ontario, Canada
$31.3M +$1.12M +12,564 +4%
Credit Agricole
102
Credit Agricole
France
$31M +$4.48M +50,378 +17%
BJ
103
BlackRock Japan
Japan
$30.8M +$2.34M +26,347 +9%
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$30.5M -$1.32M -14,850 -4%
AQR Capital Management
105
AQR Capital Management
Connecticut
$28.8M +$2.64M +29,671 +10%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$28.7M +$1.81M +20,312 +7%
Renaissance Technologies
107
Renaissance Technologies
New York
$27.9M -$27.5M -309,404 -51%
William Blair & Company
108
William Blair & Company
Illinois
$27.3M +$339K +3,813 +1%
LOAMS
109
Lombard Odier Asset Management (Switzerland)
Switzerland
$27.1M +$17.4M +196,156 +201%
LOAME
110
Lombard Odier Asset Management (Europe)
United Kingdom
$27.1M +$26.1M +293,895 New
SG Americas Securities
111
SG Americas Securities
New York
$27.1M -$1.89M -21,284 -7%
PAMU
112
Pictet Asset Management (UK)
United Kingdom
$26.1M +$1.25M +14,079 +5%
N
113
Nuveen
North Carolina
$26.1M +$8.38M +94,239 +50%
Citadel Advisors
114
Citadel Advisors
Florida
$26M -$116M -1,309,157 -82%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$25.1M -$9.04M -101,652 -27%
ALA
116
Atherton Lane Advisers
California
$24.2M -$436K -4,900 -2%
PI
117
PGGM Investments
Netherlands
$24.1M -$603K -6,778 -3%
KBC Group
118
KBC Group
Belgium
$23.2M +$22.1M +248,846 +8,281%
TD Asset Management
119
TD Asset Management
Ontario, Canada
$21.5M +$7.16M +80,553 +53%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$20.4M +$1.12M +12,640 +6%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$20.4M -$14.2M -160,181 -42%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$20.1M -$68.7K -772 -0.4%
RCM
123
Riverhead Capital Management
Delaware
$19.8M +$748K +8,408 +4%
RFC
124
Regions Financial Corp
Alabama
$19.7M -$373K -4,193 -2%
BCIM
125
British Columbia Investment Management
British Columbia, Canada
$19.5M -$1.18M -13,221 -6%
3 4
5
6 7

INTU Hedge Fund Activity: Q4 2014 in Review

598 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2014, worth a combined $23.6B — up 5.5% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new INTU positions and 32 closed out — a net gain of 44 holders — while 180 added to existing stakes and 247 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $432M. The largest seller was Neuberger Berman Group, cutting an estimated $120M.

  • 598 institutional investors held Intuit (INTU) as of Q4 2014, up from 564 in Q3 2014.
  • Funds reported $23.6B of Intuit stock for Q4 2014, up 5.5% quarter-over-quarter.
  • 76 funds opened new Intuit positions in Q4 2014 and 32 closed out, a net change of +44 holders.
  • The largest Intuit buyer in Q4 2014 was Fidelity Investments, an estimated $432M added.
  • The largest Intuit seller in Q4 2014 was Neuberger Berman Group, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2014.