Intuit
INTU
565 hedge funds and large institutions have $22.2B invested in Intuit in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 195 increasing their positions, 234 reducing their positions, and 45 closing their positions.
119% more call options, than puts
Call options by funds: $228M | Put options by funds: $104M
54% more funds holding in top 10
Funds holding in top 10: 13 → 20 (+7)
9% more capital invested
Capital invested by funds: $20.3B → $22.2B (+$1.88B)
4% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 45
2% less funds holding
Funds holding: 574 → 565 (-9)
17% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 234
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$285M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$214M |
| 3 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
|
+$144M |
| 4 |
Morgan Stanley
New York
|
+$71M |
| 5 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
|
+$56.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$171M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$78.7M |
| 3 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$74.7M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$72.2M |
| 5 |
Millennium Management
New York
|
-$63.1M |
INTU Hedge Fund Activity: Q3 2014 in Review
565 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2014, worth a combined $22.2B — up 9.3% from $20.3B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of INTU and 43 opened new positions — a net loss of 2 holders — while 234 trimmed existing stakes and 195 added.
The largest buyer was Fidelity Investments, adding an estimated $285M. The largest seller was Norges Bank, cutting an estimated $171M.
- 565 institutional investors held Intuit (INTU) as of Q3 2014, down from 574 in Q2 2014.
- Funds reported $22.2B of Intuit stock for Q3 2014, up 9.3% quarter-over-quarter.
- 43 funds opened new Intuit positions in Q3 2014 and 45 closed out, a net change of -2 holders.
- The largest Intuit buyer in Q3 2014 was Fidelity Investments, an estimated $285M added.
- The largest Intuit seller in Q3 2014 was Norges Bank, an estimated $171M sold.
Based on aggregated 13F filings for Q3 2014.