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Intuit

630 hedge funds and large institutions have $22.5B invested in Intuit in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 195 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 43

53% more call options, than puts

Call options by funds: $125M | Put options by funds: $81.5M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

4% more funds holding

Funds holding: 606630 (+24)

5% more capital invested

Capital invested by funds: $21.4B → $22.5B (+$1.04B)

22% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 250

Holders
630
Holders Change
+24
Holders Change %
+3.96%
% of All Funds
16.53%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.31%
New
75
Increased
195
Reduced
250
Closed
43
Calls
$125M
Puts
$81.5M
Net Calls
+$43.4M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.67B +$65M +672,159 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.5B -$24.1M -249,066 -2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.18B +$2.22M +23,000 +0.2%
State Street
4
State Street
Massachusetts
$998M -$27.7M -286,310 -3%
BIT
5
BlackRock Institutional Trust
California
$746M -$58M -599,673 -7%
Primecap Management
6
Primecap Management
California
$701M -$43.3M -448,100 -6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$691M -$151M -1,563,649 -18%
TCIM
8
TIAA CREF Investment Management
New York
$570M -$16M -165,098 -3%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$522M -$23.8M -246,600 -4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$506M -$74.5M -770,159 -13%
BFA
11
BlackRock Fund Advisors
California
$499M -$28.1M -290,468 -5%
JSP
12
Jackson Square Partners
California
$482M +$5.58M +57,726 +1%
Goldman Sachs
13
Goldman Sachs
New York
$439M +$18.1M +187,577 +4%
Winslow Capital Management
14
Winslow Capital Management
Minnesota
$389M -$24.1M -248,861 -6%
O
15
OppenheimerFunds
New York
$342M +$1.95M +20,178 +0.6%
Northern Trust
16
Northern Trust
Illinois
$328M -$26.4M -272,681 -7%
WRF
17
Waddell & Reed Financial
Kansas
$320M -$146M -1,507,290 -31%
State Farm Mutual Automobile Insurance
18
State Farm Mutual Automobile Insurance
Illinois
$314M
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$308M +$32.7M +338,626 +12%
Morgan Stanley
20
Morgan Stanley
New York
$266M +$53.9M +557,574 +25%
BG
21
BlackRock Group
United Kingdom
$263M -$16.7M -172,280 -6%
JHIU
22
Janus Henderson Investors US
Colorado
$259M +$13.4M +139,051 +5%
Invesco
23
Invesco
Georgia
$248M +$13.3M +137,119 +6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$213M -$6.82M -70,558 -3%
Norges Bank
25
Norges Bank
Norway
$208M +$3.46M +35,810 +2%

INTU Hedge Fund Activity: Q4 2015 in Review

630 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2015, worth a combined $22.5B — up 4.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new INTU positions and 43 closed out — a net gain of 32 holders — while 195 added to existing stakes and 250 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $175M. The largest seller was VOYA Investment Management, cutting an estimated $201M.

  • 630 institutional investors held Intuit (INTU) as of Q4 2015, up from 606 in Q3 2015.
  • Funds reported $22.5B of Intuit stock for Q4 2015, up 4.9% quarter-over-quarter.
  • 75 funds opened new Intuit positions in Q4 2015 and 43 closed out, a net change of +32 holders.
  • The largest Intuit buyer in Q4 2015 was Citadel Advisors, an estimated $175M added.
  • The largest Intuit seller in Q4 2015 was VOYA Investment Management, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2015.