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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
TPSF
201
Texas Permanent School Fund
Texas
$8.37M -$271K -2,421 -3%
DILIC
202
Dai-ichi Life Insurance Company
Japan
$8.06M +$7.88M +70,361 New
OPERF
203
Oregon Public Employees Retirement Fund
Oregon
$8M -$461K -4,117 -6%
Truist Financial
204
Truist Financial
North Carolina
$7.89M +$589K +5,262 +8%
AAM
205
Autus Asset Management
Arizona
$7.72M -$34.8K -311 -0.5%
BST
206
Bath Savings Trust
Maine
$7.67M +$612K +5,470 +9%
RBA
207
Richard Bernstein Advisors
New York
$7.58M
UOC
208
UBS O'Connor
Illinois
$7.56M +$7.39M +66,000 New
ASRS
209
Arizona State Retirement System
Arizona
$7.52M +$291K +2,600 +4%
OCM
210
Oribel Capital Management
New York
$7.36M +$7.19M +64,200 New
SAM
211
Sompo Asset Management
Japan
$7.35M +$7.18M +64,150 New
NLGIA
212
Nippon Life Global Investors Americas
New York
$7.25M +$833K +7,440 +13%
CC
213
Carlson Capital
Texas
$7.18M -$23.7M -211,735 -77%
Point72 Asset Management
214
Point72 Asset Management
Connecticut
$7.15M +$6.99M +62,400 New
ERSOT
215
Employees Retirement System of Texas
Texas
$7.07M +$526K +4,700 +8%
DIA
216
Davidson Investment Advisors
Montana
$7.06M +$2.8K +25 +0%
NIP
217
Nicholas Investment Partners
California
$7.05M +$1.67M +14,926 +32%
OA
218
Outfitter Advisors
Virginia
$6.95M -$43.7K -390 -0.6%
OTPPB
219
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.89M -$216K -1,926 -3%
KLC
220
Knowledge Leaders Capital
Colorado
$6.86M -$2.31M -20,592 -26%
NSAM
221
North Star Asset Management
Wisconsin
$6.84M -$42K -375 -0.6%
WDA
222
Wendell David Associates
New Hampshire
$6.71M +$126K +1,122 +2%
VFCM
223
Valley Forge Capital Management
Florida
$6.71M +$6.55M +58,500 New
EIM
224
Essex Investment Management
Massachusetts
$6.7M -$216K -1,928 -3%
PIA
225
Piedmont Investment Advisors
North Carolina
$6.62M +$124K +1,103 +2%

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.