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Intuit
INTU

598 hedge funds and large institutions have $23.6B invested in Intuit in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 180 increasing their positions, 247 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

15% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $76M

6% more funds holding

Funds holding: 564 → 598 (+34)

5% more capital invested

Capital invested by funds: $22.4B → $23.6B (+$1.22B)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

27% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 247

Holders
598
Holders Change
+34
Holders Change %
+6.03%
% of All Funds
15.95%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
76
Increased
180
Reduced
247
Closed
32
Calls
$87.5M
Puts
$76M
Net Calls
+$11.5M
Net Calls Change
-$112M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
2
American Century Companies
American Century Companies
Missouri
+$111M
3
Ameriprise
Ameriprise
Minnesota
+$98.3M
4
State Street
State Street
Massachusetts
+$60.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$120M
2
Citadel Advisors
Citadel Advisors
Florida
-$116M
3
Morgan Stanley
Morgan Stanley
New York
-$114M
4
Invesco
Invesco
Georgia
-$64.7M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.67B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.41B +$44.4M +499,259 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.27B +$432M +4,853,163 +54%
State Street
4
State Street
Massachusetts
$1.14B +$60.6M +681,250 +6%
Primecap Management
5
Primecap Management
California
$993M -$2.2M -24,783 -0.2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$864M -$48.4M -544,694 -5%
JSP
7
Jackson Square Partners
California
$702M +$6.62M +74,427 +1%
BIT
8
BlackRock Institutional Trust
California
$694M -$24.8M -278,427 -4%
Capital World Investors
9
Capital World Investors
California
$639M -$26.7M -300,000 -4%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$616M -$120M -1,345,493 -17%
TCIM
11
TIAA CREF Investment Management
New York
$554M +$16.4M +184,507 +3%
WRF
12
Waddell & Reed Financial
Kansas
$533M +$12.7M +143,190 +3%
BFA
13
BlackRock Fund Advisors
California
$520M +$42.2M +474,775 +9%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$391M +$8.56M +96,201 +2%
Ameriprise
15
Ameriprise
Minnesota
$379M +$98.3M +1,105,154 +37%
American Century Companies
16
American Century Companies
Missouri
$369M +$111M +1,250,737 +45%
Northern Trust
17
Northern Trust
Illinois
$359M -$1.33M -14,915 -0.4%
O
18
OppenheimerFunds
New York
$336M -$8.49M -95,400 -3%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$318M -$11M -124,060 -3%
State Farm Mutual Automobile Insurance
20
State Farm Mutual Automobile Insurance
Illinois
$301M – – –
GIM
21
Generation Investment Management
United Kingdom
$296M -$44.9M -504,463 -14%
BTS
22
BB&T Securities
Virginia
$273M -$4.66M -52,403 -15%
Invesco
23
Invesco
Georgia
$251M -$64.7M -727,420 -21%
Morgan Stanley
24
Morgan Stanley
New York
$248M -$114M -1,282,262 -32%
BG
25
BlackRock Group
United Kingdom
$211M +$6.05M +67,984 +3%
1
2 3 4 5

INTU Hedge Fund Activity: Q4 2014 in Review

598 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2014, worth a combined $23.6B — up 5.5% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new INTU positions and 32 closed out — a net gain of 44 holders — while 180 added to existing stakes and 247 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $432M. The largest seller was Neuberger Berman Group, cutting an estimated $120M.

  • 598 institutional investors held Intuit (INTU) as of Q4 2014, up from 564 in Q3 2014.
  • Funds reported $23.6B of Intuit stock for Q4 2014, up 5.5% quarter-over-quarter.
  • 76 funds opened new Intuit positions in Q4 2014 and 32 closed out, a net change of +44 holders.
  • The largest Intuit buyer in Q4 2014 was Fidelity Investments, an estimated $432M added.
  • The largest Intuit seller in Q4 2014 was Neuberger Berman Group, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2014.