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750 hedge funds and large institutions have $31.5B invested in Intuit in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 247 increasing their positions, 299 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

7% more capital invested

Capital invested by funds: $29.4B → $31.5B (+$2.12B)

0.61% more ownership

Funds ownership: 86.36%86.97% (+0.61%)

0% more funds holding

Funds holding: 750750 (0)

9% less call options, than puts

Call options by funds: $115M | Put options by funds: $126M

17% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 299

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
750
Holders Change
Holders Change %
0%
% of All Funds
18.7%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.4%
New
57
Increased
247
Reduced
299
Closed
47
Calls
$115M
Puts
$126M
Net Calls
-$11.1M
Net Calls Change
+$4.81M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.44B +$582M +4,213,869 +21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.44B +$52.9M +382,927 +2%
BlackRock
3
BlackRock
New York
$2.34B -$43.2M -313,033 -2%
Capital World Investors
4
Capital World Investors
California
$2.11B -$195M -1,414,543 -9%
State Street
5
State Street
Massachusetts
$1.44B -$38.7M -280,291 -3%
Primecap Management
6
Primecap Management
California
$769M -$51.8M -375,225 -6%
TCIM
7
TIAA CREF Investment Management
New York
$648M -$30.9M -223,810 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$617M +$244M +1,770,551 +69%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$579M -$64.5M -467,445 -10%
Goldman Sachs
10
Goldman Sachs
New York
$491M -$23.9M -173,288 -5%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$487M +$217M +1,575,176 +85%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$463M -$15.2M -110,237 -3%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$462M
Northern Trust
14
Northern Trust
Illinois
$439M +$22.3M +161,271 +6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$405M +$10.2M +74,093 +3%
O
16
OppenheimerFunds
New York
$389M -$3.84M -27,849 -1%
Brown Advisory
17
Brown Advisory
Maryland
$375M -$18.8M -136,200 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$367M +$10.2M +73,938 +3%
Morgan Stanley
19
Morgan Stanley
New York
$363M +$16.2M +117,621 +5%
Invesco
20
Invesco
Georgia
$353M -$1.14M -8,239 -0.3%
LT
21
Lindsell Train
United Kingdom
$337M +$22.4M +162,000 +7%
Fundsmith LLP
22
Fundsmith LLP
United Kingdom
$311M +$151M +1,094,420 +100%
Principal Financial Group
23
Principal Financial Group
Iowa
$291M -$2.42M -17,515 -0.8%
Renaissance Technologies
24
Renaissance Technologies
New York
$290M +$48.6M +352,400 +21%
Bank of America
25
Bank of America
North Carolina
$288M +$32.9M +238,677 +13%

INTU Hedge Fund Activity: Q3 2017 in Review

750 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2017, worth a combined $31.5B — up 7.2% from $29.4B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new INTU positions and 47 closed out — a net gain of 10 holders — while 247 added to existing stakes and 299 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $582M. The largest seller was Jackson Square Partners, cutting an estimated $367M.

  • 750 institutional investors held Intuit (INTU) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $31.5B of Intuit stock for Q3 2017, up 7.2% quarter-over-quarter.
  • 57 funds opened new Intuit positions in Q3 2017 and 47 closed out, a net change of +10 holders.
  • The largest Intuit buyer in Q3 2017 was T. Rowe Price Associates, an estimated $582M added.
  • The largest Intuit seller in Q3 2017 was Jackson Square Partners, an estimated $367M sold.

Based on aggregated 13F filings for Q3 2017.