We are live on ! Find out more

573 hedge funds and large institutions have $20.6B invested in Intuit in 2014 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 186 increasing their positions, 238 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

3% more funds holding

Funds holding: 556573 (+17)

4% more capital invested

Capital invested by funds: $19.9B → $20.6B (+$699M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

16% less call options, than puts

Call options by funds: $46.1M | Put options by funds: $55.1M

22% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 238

Holders
573
Holders Change
+17
Holders Change %
+3.06%
% of All Funds
16.47%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.37%
New
56
Increased
186
Reduced
238
Closed
35
Calls
$46.1M
Puts
$55.1M
Net Calls
-$9M
Net Calls Change
-$57.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
151
Soros Fund Management
New York
$12.1M -$5.79M -75,000 -33%
MAM
152
Martingale Asset Management
Massachusetts
$11.7M +$540K +6,998 +5%
US Bancorp
153
US Bancorp
Minnesota
$11.5M -$392K -5,085 -3%
TG
154
TCW Group
California
$11.5M +$108K +1,400 +1%
Brown Advisory
155
Brown Advisory
Maryland
$11.4M +$1.37M +17,774 +14%
AIG
156
American International Group
New York
$11.2M +$1.12M +14,536 +12%
NG
157
NatWest Group
United Kingdom
$11.2M +$246K +3,194 +2%
PTC
158
Petrus Trust Company
Texas
$11.1M -$717K -9,300 -6%
Lazard Asset Management
159
Lazard Asset Management
New York
$10.5M +$2.25M +29,188 +29%
TD Asset Management
160
TD Asset Management
Ontario, Canada
$10.5M -$154K -2,000 -2%
ASRS
161
Arizona State Retirement System
Arizona
$10.5M +$69.4K +900 +0.7%
TAM
162
Taurus Asset Management
New York
$10.4M -$37.8K -490 -0.4%
Jacobs Levy Equity Management
163
Jacobs Levy Equity Management
New Jersey
$10.3M +$9.9M +128,288 New
PRA
164
Parametric Risk Advisors
Connecticut
$10.2M
LCM
165
Logan Capital Management
Pennsylvania
$10.2M -$13K -168 -0.1%
Citigroup
166
Citigroup
New York
$10.1M +$227K +2,942 +2%
STC
167
SEI Trust Company
Pennsylvania
$10.1M +$3.27M +42,400 +51%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$9.84M -$46.3K -600 -0.5%
ProShare Advisors
169
ProShare Advisors
Maryland
$9.58M -$957K -12,405 -9%
TPSF
170
Texas Permanent School Fund
Texas
$9.53M -$461K -5,976 -5%
RCM
171
Riverhead Capital Management
Delaware
$9.41M +$3.21M +41,544 +55%
HI
172
HBK Investments
Texas
$9.39M +$9M +116,600 New
SOMRS
173
State of Michigan Retirement System
Michigan
$9.37M -$17.7M -229,300 -66%
TMAM
174
Tokio Marine Asset Management
Japan
$9.3M +$7.44M +96,500 +507%
EGM
175
Espalier Global Management
New York
$9.26M +$8.87M +115,000 New

INTU Hedge Fund Activity: Q2 2014 in Review

573 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2014, worth a combined $20.6B — up 3.5% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new INTU positions and 35 closed out — a net gain of 21 holders — while 186 added to existing stakes and 238 trimmed.

The largest buyer was Norges Bank, adding an estimated $159M. The largest seller was Macquarie Group, cutting an estimated $475M.

  • 573 institutional investors held Intuit (INTU) as of Q2 2014, up from 556 in Q1 2014.
  • Funds reported $20.6B of Intuit stock for Q2 2014, up 3.5% quarter-over-quarter.
  • 56 funds opened new Intuit positions in Q2 2014 and 35 closed out, a net change of +21 holders.
  • The largest Intuit buyer in Q2 2014 was Norges Bank, an estimated $159M added.
  • The largest Intuit seller in Q2 2014 was Macquarie Group, an estimated $475M sold.

Based on aggregated 13F filings for Q2 2014.