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726 hedge funds and large institutions have $25.6B invested in Intuit in 2017 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 241 increasing their positions, 281 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 39

28% more call options, than puts

Call options by funds: $133M | Put options by funds: $104M

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

5% more funds holding

Funds holding: 692726 (+34)

2% more capital invested

Capital invested by funds: $25.1B → $25.6B (+$451M)

0.8% more ownership

Funds ownership: 85.35%86.15% (+0.8%)

14% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 281

Holders
726
Holders Change
+34
Holders Change %
+4.91%
% of All Funds
18.07%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.57%
New
86
Increased
241
Reduced
281
Closed
39
Calls
$133M
Puts
$104M
Net Calls
+$29.5M
Net Calls Change
+$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
201
Sequoia Financial Advisors
Ohio
$8.61M -$120K -1,000 -1%
CG
202
Colony Group
Massachusetts
$8.61M -$46.9K -391 -0.5%
VKH
203
Virtu KCG Holdings
New York
$8.6M +$6.84M +57,079 +335%
CCM
204
Covington Capital Management
California
$8.58M -$153K -1,276 -2%
WSFS
205
Wilmington Savings Fund Society
Delaware
$8.53M -$268K -2,237 -3%
CSIC
206
Clifford Swan Investment Counsel
California
$8.4M -$107K -889 -1%
Toronto Dominion Bank
207
Toronto Dominion Bank
Ontario, Canada
$8.33M +$2.88M +24,019 +50%
Schroder Investment Management Group
208
Schroder Investment Management Group
United Kingdom
$8.32M -$10.5M -87,226 -55%
TPSF
209
Texas Permanent School Fund
Texas
$8.23M -$245K -2,044 -3%
OPERF
210
Oregon Public Employees Retirement Fund
Oregon
$8.2M +$108K +900 +1%
AIM
211
abrdn Investment Management
United Kingdom
$8.14M -$1.57M -13,104 -16%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$8.07M -$2.98M -24,857 -26%
HIMCH
213
Hartford Investment Management Co (HIMCO)
Connecticut
$8.03M -$1.43M -11,919 -15%
Truist Financial
214
Truist Financial
North Carolina
$7.88M -$110K -918 -1%
BST
215
Bath Savings Trust
Maine
$7.74M -$24.3K -203 -0.3%
State of Tennessee, Department of Treasury
216
State of Tennessee, Department of Treasury
Tennessee
$7.7M -$1.18M -9,845 -13%
RBA
217
Richard Bernstein Advisors
New York
$7.67M
GH
218
GAM Holding
Switzerland
$7.62M -$4.59M -38,337 -37%
AAM
219
Autus Asset Management
Arizona
$7.61M -$212K -1,773 -3%
ASRS
220
Arizona State Retirement System
Arizona
$7.6M -$12K -100 -0.2%
FAF
221
Första AP-fonden
Sweden
$7.43M +$7.68M +64,102 New
AP
222
AHL Partners
United Kingdom
$7.19M +$6.09M +50,780 +455%
DIA
223
Davidson Investment Advisors
Montana
$7.17M +$24.9K +208 +0.3%
ERSOT
224
Employees Retirement System of Texas
Texas
$7.16M
CEP
225
Chicago Equity Partners
Illinois
$7.11M -$1.48M -12,335 -17%

INTU Hedge Fund Activity: Q1 2017 in Review

726 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2017, worth a combined $25.6B — up 1.8% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new INTU positions and 39 closed out — a net gain of 47 holders — while 241 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $1.95B. The largest seller was Capital Research Global Investors, cutting an estimated $504M.

  • 726 institutional investors held Intuit (INTU) as of Q1 2017, up from 692 in Q4 2016.
  • Funds reported $25.6B of Intuit stock for Q1 2017, up 1.8% quarter-over-quarter.
  • 86 funds opened new Intuit positions in Q1 2017 and 39 closed out, a net change of +47 holders.
  • The largest Intuit buyer in Q1 2017 was BlackRock, an estimated $1.95B added.
  • The largest Intuit seller in Q1 2017 was Capital Research Global Investors, an estimated $504M sold.

Based on aggregated 13F filings for Q1 2017.