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556 hedge funds and large institutions have $19.9B invested in Intuit in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 230 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

69% more call options, than puts

Call options by funds: $119M | Put options by funds: $70.3M

3% more funds holding

Funds holding: 539556 (+17)

0% more capital invested

Capital invested by funds: $19.8B → $19.9B (+$47M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

18% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 230

Holders
556
Holders Change
+17
Holders Change %
+3.15%
% of All Funds
16.06%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.4%
New
55
Increased
188
Reduced
230
Closed
30
Calls
$119M
Puts
$70.3M
Net Calls
+$48.7M
Net Calls Change
+$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.39B -$3.48M -45,600 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.11B +$22.2M +290,901 +2%
State Street
3
State Street
Massachusetts
$889M -$43.5M -569,931 -5%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$871M -$1.21M -15,825 -0.1%
Primecap Management
5
Primecap Management
California
$870M -$115M -1,502,375 -12%
Macquarie Group
6
Macquarie Group
Australia
$668M +$531K +6,961 +0.1%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$614M +$22.1M +290,012 +4%
BIT
8
BlackRock Institutional Trust
California
$585M +$2.73M +35,740 +0.5%
Capital World Investors
9
Capital World Investors
California
$562M -$256M -3,347,218 -32%
WRF
10
Waddell & Reed Financial
Kansas
$485M +$4.15M +54,400 +0.9%
TCIM
11
TIAA CREF Investment Management
New York
$442M +$31M +406,352 +8%
BFA
12
BlackRock Fund Advisors
California
$407M +$22.8M +299,282 +6%
GIM
13
Generation Investment Management
United Kingdom
$377M -$150M -1,965,284 -29%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$331M +$129M +1,690,337 +66%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$325M -$27.9M -365,175 -8%
Northern Trust
16
Northern Trust
Illinois
$313M +$6.71M +87,836 +2%
BTS
17
BB&T Securities
Virginia
$302M -$710K -9,306 -2%
O
18
OppenheimerFunds
New York
$283M -$27.5M -359,680 -9%
Ameriprise
19
Ameriprise
Minnesota
$281M +$7.67M +100,528 +3%
Wells Fargo
20
Wells Fargo
California
$272M -$28M -366,139 -9%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$271M +$53.8M +704,119 +25%
Invesco
22
Invesco
Georgia
$263M -$7.39M -96,773 -3%
JHIU
23
Janus Henderson Investors US
Colorado
$261M -$163M -2,129,137 -39%
Morgan Stanley
24
Morgan Stanley
New York
$261M -$8.32M -108,939 -3%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$253M

INTU Hedge Fund Activity: Q1 2014 in Review

556 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2014, worth a combined $19.9B — up 0.24% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new INTU positions and 30 closed out — a net gain of 25 holders — while 188 added to existing stakes and 230 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $256M.

  • 556 institutional investors held Intuit (INTU) as of Q1 2014, up from 539 in Q4 2013.
  • Funds reported $19.9B of Intuit stock for Q1 2014, up 0.24% quarter-over-quarter.
  • 55 funds opened new Intuit positions in Q1 2014 and 30 closed out, a net change of +25 holders.
  • The largest Intuit buyer in Q1 2014 was Citadel Advisors, an estimated $139M added.
  • The largest Intuit seller in Q1 2014 was Capital World Investors, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2014.