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779 hedge funds and large institutions have $35.2B invested in Intuit in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 257 increasing their positions, 292 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

12% more capital invested

Capital invested by funds: $31.5B → $35.2B (+$3.67B)

4% more funds holding

Funds holding: 750779 (+29)

0.41% more ownership

Funds ownership: 86.97%87.39% (+0.41%)

12% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 292

25% less call options, than puts

Call options by funds: $119M | Put options by funds: $158M

Holders
779
Holders Change
+29
Holders Change %
+3.87%
% of All Funds
17.67%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.45%
New
97
Increased
257
Reduced
292
Closed
62
Calls
$119M
Puts
$158M
Net Calls
-$39.6M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.97B +$142M +930,595 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.74B +$22.2M +145,617 +0.8%
BlackRock
3
BlackRock
New York
$2.67B +$74.2M +486,554 +3%
Capital World Investors
4
Capital World Investors
California
$2.34B -$152 -1 -0%
State Street
5
State Street
Massachusetts
$1.61B +$8.13M +53,328 +0.5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$925M +$232M +1,523,302 +35%
Primecap Management
7
Primecap Management
California
$848M -$5.5M -36,075 -0.7%
TCIM
8
TIAA CREF Investment Management
New York
$693M -$25.6M -167,682 -4%
Goldman Sachs
9
Goldman Sachs
New York
$612M +$64.5M +423,117 +12%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$605M -$36.5M -239,267 -6%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$536M -$4.9M -32,160 -0.9%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$513M
Northern Trust
13
Northern Trust
Illinois
$488M -$72.4K -475 -0%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$476M +$25.5M +167,550 +6%
Morgan Stanley
15
Morgan Stanley
New York
$463M +$58.4M +383,456 +15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$448M +$39.1M +256,792 +10%
Fundsmith LLP
17
Fundsmith LLP
United Kingdom
$435M +$87.3M +572,816 +26%
O
18
OppenheimerFunds
New York
$429M -$2.68M -17,555 -0.6%
Brown Advisory
19
Brown Advisory
Maryland
$402M -$13.5M -88,502 -3%
Invesco
20
Invesco
Georgia
$396M +$3.85M +25,249 +1%
LT
21
Lindsell Train
United Kingdom
$377M +$3.2M +21,000 +0.9%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$370M -$139M -911,080 -28%
Principal Financial Group
23
Principal Financial Group
Iowa
$309M -$13.6M -89,553 -4%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$306M -$5.99M -39,299 -2%
Norges Bank
25
Norges Bank
Norway
$282M

INTU Hedge Fund Activity: Q4 2017 in Review

779 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2017, worth a combined $35.2B — up 12% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new INTU positions and 62 closed out — a net gain of 35 holders — while 257 added to existing stakes and 292 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was Renaissance Technologies, cutting an estimated $232M.

  • 779 institutional investors held Intuit (INTU) as of Q4 2017, up from 750 in Q3 2017.
  • Funds reported $35.2B of Intuit stock for Q4 2017, up 12% quarter-over-quarter.
  • 97 funds opened new Intuit positions in Q4 2017 and 62 closed out, a net change of +35 holders.
  • The largest Intuit buyer in Q4 2017 was Fidelity Investments, an estimated $232M added.
  • The largest Intuit seller in Q4 2017 was Renaissance Technologies, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2017.