We are live on ! Find out more

573 hedge funds and large institutions have $20.6B invested in Intuit in 2014 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 186 increasing their positions, 238 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

3% more funds holding

Funds holding: 556573 (+17)

4% more capital invested

Capital invested by funds: $19.9B → $20.6B (+$699M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

16% less call options, than puts

Call options by funds: $46.1M | Put options by funds: $55.1M

22% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 238

Holders
573
Holders Change
+17
Holders Change %
+3.06%
% of All Funds
16.47%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.37%
New
56
Increased
186
Reduced
238
Closed
35
Calls
$46.1M
Puts
$55.1M
Net Calls
-$9M
Net Calls Change
-$57.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.46B +$17.7M +230,000 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B +$15.6M +201,769 +1%
State Street
3
State Street
Massachusetts
$921M -$533K -6,911 -0.1%
Primecap Management
4
Primecap Management
California
$890M -$10.6M -137,700 -1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$834M -$65.9M -854,309 -8%
JSP
6
Jackson Square Partners
California
$679M +$651M +8,435,866 New
Neuberger Berman Group
7
Neuberger Berman Group
New York
$666M +$28.8M +373,324 +5%
BIT
8
BlackRock Institutional Trust
California
$624M +$16.9M +218,795 +3%
Capital World Investors
9
Capital World Investors
California
$582M
WRF
10
Waddell & Reed Financial
Kansas
$500M -$2.11M -27,400 -0.4%
TCIM
11
TIAA CREF Investment Management
New York
$453M -$4.84M -62,782 -1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$445M +$97.6M +1,264,669 +30%
BFA
13
BlackRock Fund Advisors
California
$408M -$13M -167,960 -3%
GIM
14
Generation Investment Management
United Kingdom
$340M -$48.5M -628,692 -13%
Norges Bank
15
Norges Bank
Norway
$332M +$159M +2,063,104 +100%
BTS
16
BB&T Securities
Virginia
$311M -$228K -2,950 -0.8%
Northern Trust
17
Northern Trust
Illinois
$310M -$14M -180,857 -4%
Ameriprise
18
Ameriprise
Minnesota
$302M +$10.4M +134,407 +4%
O
19
OppenheimerFunds
New York
$301M +$7.08M +91,830 +3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$286M +$4.35M +56,376 +2%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$282M -$52M -674,165 -16%
State Farm Mutual Automobile Insurance
22
State Farm Mutual Automobile Insurance
Illinois
$263M
Invesco
23
Invesco
Georgia
$259M -$13.2M -171,293 -5%
Morgan Stanley
24
Morgan Stanley
New York
$251M -$18.3M -237,091 -7%
JHIU
25
Janus Henderson Investors US
Colorado
$210M -$57.7M -747,347 -22%

INTU Hedge Fund Activity: Q2 2014 in Review

573 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2014, worth a combined $20.6B — up 3.5% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new INTU positions and 35 closed out — a net gain of 21 holders — while 186 added to existing stakes and 238 trimmed.

The largest buyer was Norges Bank, adding an estimated $159M. The largest seller was Macquarie Group, cutting an estimated $475M.

  • 573 institutional investors held Intuit (INTU) as of Q2 2014, up from 556 in Q1 2014.
  • Funds reported $20.6B of Intuit stock for Q2 2014, up 3.5% quarter-over-quarter.
  • 56 funds opened new Intuit positions in Q2 2014 and 35 closed out, a net change of +21 holders.
  • The largest Intuit buyer in Q2 2014 was Norges Bank, an estimated $159M added.
  • The largest Intuit seller in Q2 2014 was Macquarie Group, an estimated $475M sold.

Based on aggregated 13F filings for Q2 2014.