Intuit
INTU
540 hedge funds and large institutions have $19.6B invested in Intuit in 2013 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 166 increasing their positions, 231 reducing their positions, and 34 closing their positions.
94% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 34
55% more funds holding in top 10
Funds holding in top 10: 11 → 17 (+6)
11% more capital invested
Capital invested by funds: $17.7B → $19.6B (+$1.86B)
5% more funds holding
Funds holding: 512 → 540 (+28)
21% less call options, than puts
Call options by funds: $70.2M | Put options by funds: $88.3M
28% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 231
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$277M |
| 2 |
Neuberger Berman Group
New York
|
+$140M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
+$104M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$50.9M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$42.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$291M |
| 2 |
Polen Capital Management
Boca Raton,
Florida
|
-$234M |
| 3 |
Bank of New York Mellon
New York
|
-$119M |
| 4 |
Primecap Management
Pasadena,
California
|
-$98.8M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$96.8M |
INTU Hedge Fund Activity: Q4 2013 in Review
540 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2013, worth a combined $19.6B — up 11% from $17.7B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new INTU positions and 34 closed out — a net gain of 32 holders — while 166 added to existing stakes and 231 trimmed.
The largest buyer was Capital World Investors, adding an estimated $277M. The largest seller was OppenheimerFunds, cutting an estimated $291M.
- 540 institutional investors held Intuit (INTU) as of Q4 2013, up from 512 in Q3 2013.
- Funds reported $19.6B of Intuit stock for Q4 2013, up 11% quarter-over-quarter.
- 66 funds opened new Intuit positions in Q4 2013 and 34 closed out, a net change of +32 holders.
- The largest Intuit buyer in Q4 2013 was Capital World Investors, an estimated $277M added.
- The largest Intuit seller in Q4 2013 was OppenheimerFunds, an estimated $291M sold.
Based on aggregated 13F filings for Q4 2013.