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779 hedge funds and large institutions have $35.2B invested in Intuit in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 257 increasing their positions, 292 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

12% more capital invested

Capital invested by funds: $31.5B → $35.2B (+$3.67B)

4% more funds holding

Funds holding: 750779 (+29)

0.41% more ownership

Funds ownership: 86.97%87.39% (+0.41%)

12% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 292

25% less call options, than puts

Call options by funds: $119M | Put options by funds: $158M

Holders
779
Holders Change
+29
Holders Change %
+3.87%
% of All Funds
17.67%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.45%
New
97
Increased
257
Reduced
292
Closed
62
Calls
$119M
Puts
$158M
Net Calls
-$39.6M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NP
201
NS Partners
United Kingdom
$10.5M +$322K +2,111 +3%
CSIC
202
Clifford Swan Investment Counsel
California
$10.5M -$328K -2,150 -3%
TPSF
203
Texas Permanent School Fund
Texas
$10.5M -$176K -1,153 -2%
WSFS
204
Wilmington Savings Fund Society
Delaware
$10.4M -$250K -1,643 -2%
TAM
205
Troy Asset Management
United Kingdom
$10.3M
Citadel Advisors
206
Citadel Advisors
Florida
$10.2M -$3.16M -20,724 -24%
Truist Financial
207
Truist Financial
North Carolina
$10.1M -$75.1K -493 -0.8%
TMAM
208
Tokio Marine Asset Management
Japan
$10M +$1.32M +8,644 +16%
BCM
209
Bridgeway Capital Management
Texas
$9.91M
BST
210
Bath Savings Trust
Maine
$9.86M -$375K -2,460 -4%
AAM
211
Autus Asset Management
Arizona
$9.59M -$422K -2,766 -4%
Nordea Investment Management
212
Nordea Investment Management
Sweden
$9.54M +$695K +4,562 +8%
BTS
213
BB&T Securities
Virginia
$9.33M -$215K -1,408 -2%
ZIM
214
Zacks Investment Management
Illinois
$9.3M +$158K +1,035 +2%
VFCM
215
Valley Forge Capital Management
Florida
$9.23M
PIA
216
Piedmont Investment Advisors
North Carolina
$9.22M -$26.5K -174 -0.3%
LIC
217
Laurus Investment Counsel
Canada
$9.17M +$8.86M +58,125 New
CEP
218
Chicago Equity Partners
Illinois
$9.11M +$102K +670 +1%
NSAM
219
North Star Asset Management
Wisconsin
$8.98M -$100K -658 -1%
RBA
220
Richard Bernstein Advisors
New York
$8.91M +$442K +2,901 +5%
WDA
221
Wendell David Associates
New Hampshire
$8.7M -$15.9K -104 -0.2%
OA
222
Outfitter Advisors
Virginia
$8.66M -$8.38K -55 -0.1%
NMIMC
223
Northwestern Mutual Investment Management Company
Wisconsin
$8.65M +$43.4K +285 +0.5%
EIM
224
Essex Investment Management
Massachusetts
$8.6M
NLGIA
225
Nippon Life Global Investors Americas
New York
$8.59M

INTU Hedge Fund Activity: Q4 2017 in Review

779 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2017, worth a combined $35.2B — up 12% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new INTU positions and 62 closed out — a net gain of 35 holders — while 257 added to existing stakes and 292 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was Renaissance Technologies, cutting an estimated $232M.

  • 779 institutional investors held Intuit (INTU) as of Q4 2017, up from 750 in Q3 2017.
  • Funds reported $35.2B of Intuit stock for Q4 2017, up 12% quarter-over-quarter.
  • 97 funds opened new Intuit positions in Q4 2017 and 62 closed out, a net change of +35 holders.
  • The largest Intuit buyer in Q4 2017 was Fidelity Investments, an estimated $232M added.
  • The largest Intuit seller in Q4 2017 was Renaissance Technologies, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2017.