We are live on ! Find out more

692 hedge funds and large institutions have $25.1B invested in Intuit in 2016 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 207 increasing their positions, 280 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

85.35% more ownership

Funds ownership: 0%85.35% (+85%)

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

7% more funds holding

Funds holding: 645692 (+47)

6% more capital invested

Capital invested by funds: $23.7B → $25.1B (+$1.43B)

26% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 280

28% less call options, than puts

Call options by funds: $78.8M | Put options by funds: $109M

Holders
692
Holders Change
+47
Holders Change %
+7.29%
% of All Funds
17.3%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.47%
New
93
Increased
207
Reduced
280
Closed
34
Calls
$78.8M
Puts
$109M
Net Calls
-$30M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
126
National Pension Service
South Korea
$22.4M +$438K +3,914 +2%
Fidelity International
127
Fidelity International
Bermuda
$22.4M -$6.73M -60,068 -24%
NAM
128
NorthCoast Asset Management
Connecticut
$22.3M -$4.1M -36,584 -16%
AAM
129
Ardevora Asset Management
United Kingdom
$21.7M +$21.2M +189,300 New
FMW
130
Farr Miller & Washington
District of Columbia
$21.6M -$531K -4,746 -2%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$20.9M +$1.45M +12,961 +8%
ELI
132
Empire Life Investments
Ontario, Canada
$20.9M +$19.8M +176,638 New
Fiera Capital (Canada)
133
Fiera Capital (Canada)
Quebec, Canada
$20.1M +$6.12M +54,622 +45%
TD Asset Management
134
TD Asset Management
Ontario, Canada
$19.8M -$19.8M -176,821 -51%
Canada Life
135
Canada Life
Manitoba, Canada
$19.7M -$702K -6,269 -4%
N
136
Nuveen
North Carolina
$19.5M -$1.62M -14,457 -8%
CGI
137
Comgest Global Investors
France
$18.9M +$526K +4,700 +3%
Two Sigma Investments
138
Two Sigma Investments
New York
$18.7M -$32.9M -293,461 -64%
KeyBank National Association
139
KeyBank National Association
Ohio
$18.3M +$509K +4,549 +3%
Schroder Investment Management Group
140
Schroder Investment Management Group
United Kingdom
$18.2M -$28.8M -257,500 -62%
Retirement Systems of Alabama
141
Retirement Systems of Alabama
Alabama
$18.2M -$461K -4,121 -3%
Aviva
142
Aviva
United Kingdom
$17.9M +$944K +8,433 +6%
Millennium Management
143
Millennium Management
New York
$17.7M -$11.8M -105,452 -41%
RFC
144
Regions Financial Corp
Alabama
$17.6M -$775K -6,922 -4%
AG
145
Aperio Group
California
$17.5M +$499K +4,456 +3%
State of Wisconsin Investment Board
146
State of Wisconsin Investment Board
Wisconsin
$17.4M -$4.8M -42,890 -22%
QIM
147
Quest Investment Management
Oregon
$17.3M +$13.9M +123,716 +449%
BNP Paribas Asset Management
148
BNP Paribas Asset Management
France
$17.2M -$4.86M -43,405 -22%
JP Morgan Chase
149
JP Morgan Chase
New York
$17.2M -$27.4M -245,023 -62%
Voloridge Investment Management
150
Voloridge Investment Management
Florida
$17M +$16.6M +148,364 New

INTU Hedge Fund Activity: Q4 2016 in Review

692 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2016, worth a combined $25.1B — up 6.1% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new INTU positions and 34 closed out — a net gain of 59 holders — while 207 added to existing stakes and 280 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $436M. The largest seller was Capital Research Global Investors, cutting an estimated $761M.

  • 692 institutional investors held Intuit (INTU) as of Q4 2016, up from 645 in Q3 2016.
  • Funds reported $25.1B of Intuit stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 93 funds opened new Intuit positions in Q4 2016 and 34 closed out, a net change of +59 holders.
  • The largest Intuit buyer in Q4 2016 was T. Rowe Price Associates, an estimated $436M added.
  • The largest Intuit seller in Q4 2016 was Capital Research Global Investors, an estimated $761M sold.

Based on aggregated 13F filings for Q4 2016.