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602 hedge funds and large institutions have $23.9B invested in Intuit in 2015 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 170 increasing their positions, 278 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

1% more capital invested

Capital invested by funds: $23.6B → $23.9B (+$234M)

1% more funds holding

Funds holding: 598602 (+4)

22% less call options, than puts

Call options by funds: $58.6M | Put options by funds: $74.8M

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

39% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 278

Holders
602
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
16.04%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.35%
New
52
Increased
170
Reduced
278
Closed
41
Calls
$58.6M
Puts
$74.8M
Net Calls
-$16.3M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.69B -$62.2M -670,000 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.49B +$7.51M +80,898 +0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.27B -$66.3M -713,395 -5%
State Street
4
State Street
Massachusetts
$1.09B -$102M -1,096,363 -9%
Primecap Management
5
Primecap Management
California
$932M -$107M -1,154,675 -11%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$866M -$40.4M -435,454 -5%
BIT
7
BlackRock Institutional Trust
California
$728M -$2.1M -22,630 -0.3%
Capital World Investors
8
Capital World Investors
California
$672M
Neuberger Berman Group
9
Neuberger Berman Group
New York
$570M -$75M -807,217 -12%
BFA
10
BlackRock Fund Advisors
California
$543M -$3.47M -37,369 -0.7%
WRF
11
Waddell & Reed Financial
Kansas
$538M -$22M -236,500 -4%
TCIM
12
TIAA CREF Investment Management
New York
$453M -$125M -1,342,134 -22%
American Century Companies
13
American Century Companies
Missouri
$446M +$55.1M +593,681 +15%
JSP
14
Jackson Square Partners
California
$445M -$281M -3,024,912 -40%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$398M -$12.2M -130,904 -3%
Northern Trust
16
Northern Trust
Illinois
$370M -$8.02M -86,386 -2%
O
17
OppenheimerFunds
New York
$345M -$8.68M -93,410 -3%
State Farm Mutual Automobile Insurance
18
State Farm Mutual Automobile Insurance
Illinois
$316M
GIM
19
Generation Investment Management
United Kingdom
$313M +$1.4M +15,124 +0.5%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$304M -$29.4M -316,274 -9%
Ameriprise
21
Ameriprise
Minnesota
$303M -$91.9M -989,378 -24%
BTS
22
BB&T Securities
Virginia
$288M +$90.1K +970 +0.3%
Morgan Stanley
23
Morgan Stanley
New York
$256M -$4.47M -48,146 -2%
Invesco
24
Invesco
Georgia
$246M -$17.9M -193,113 -7%
Principal Financial Group
25
Principal Financial Group
Iowa
$227M +$6.06M +65,240 +3%

INTU Hedge Fund Activity: Q1 2015 in Review

602 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2015, worth a combined $23.9B — up 0.99% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new INTU positions and 41 closed out — a net gain of 11 holders — while 170 added to existing stakes and 278 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $144M. The largest seller was Jackson Square Partners, cutting an estimated $281M.

  • 602 institutional investors held Intuit (INTU) as of Q1 2015, up from 598 in Q4 2014.
  • Funds reported $23.9B of Intuit stock for Q1 2015, up 0.99% quarter-over-quarter.
  • 52 funds opened new Intuit positions in Q1 2015 and 41 closed out, a net change of +11 holders.
  • The largest Intuit buyer in Q1 2015 was Citadel Advisors, an estimated $144M added.
  • The largest Intuit seller in Q1 2015 was Jackson Square Partners, an estimated $281M sold.

Based on aggregated 13F filings for Q1 2015.