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1,377 hedge funds and large institutions have $113B invested in Intuit in 2021 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 518 increasing their positions, 491 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 81

37% more funds holding in top 10

Funds holding in top 10: 4967 (+18)

27% more capital invested

Capital invested by funds: $88.8B → $113B (+$24.4B)

3% more funds holding

Funds holding: 1,3331,377 (+44)

5% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 491

0.19% less ownership

Funds ownership: 84.74%84.55% (-0.19%)

11% less call options, than puts

Call options by funds: $837M | Put options by funds: $946M

Holders
1,377
Holders Change
+44
Holders Change %
+3.3%
% of All Funds
23.97%
Holding in Top 10
67
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+36.73%
% of All Funds
1.17%
New
139
Increased
518
Reduced
491
Closed
81
Calls
$837M
Puts
$946M
Net Calls
-$109M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
MTC
301
McDaniel Terry & Co
Texas
$16.3M +$309K +713 +2%
FC
302
Forte Capital
New York
$16.2M +$135K +311 +0.9%
Commonwealth Equity Services
303
Commonwealth Equity Services
Massachusetts
$16.2M +$454K +1,048 +3%
WBC
304
Westpac Banking Corp
Australia
$16.1M -$626K -1,443 -4%
Balyasny Asset Management
305
Balyasny Asset Management
Illinois
$15.8M -$61.8M -142,593 -82%
ODCM
306
Old Dominion Capital Management
Virginia
$15.6M -$1.05M -2,423 -7%
SBWIC
307
Schaper Benz & Wise Investment Counsel
Wisconsin
$15.5M -$767K -1,770 -5%
RJFSA
308
Raymond James Financial Services Advisors
Florida
$15.5M +$1.09M +2,525 +9%
CP
309
Cumberland Partners
Ontario, Canada
$15.5M -$539K -1,244 -4%
CA
310
Cullinan Associates
Kentucky
$15.4M -$5.65M -13,025 -29%
WT
311
Whittier Trust
California
$15.4M +$471K +1,086 +4%
LSERS
312
Louisiana State Employees Retirement System
Louisiana
$15.2M -$43.4K -100 -0.3%
CS
313
Candriam SCA
Luxembourg
$15.1M -$20.6M -47,597 -61%
Kayne Anderson Rudnick Investment Management
314
Kayne Anderson Rudnick Investment Management
California
$15.1M +$3.86M +8,895 +41%
WSFS
315
Wilmington Savings Fund Society
Delaware
$14.9M -$395K -911 -3%
MAM
316
Meeder Asset Management
Ohio
$14.9M -$946K -2,181 -7%
HIMCH
317
Hartford Investment Management Co (HIMCO)
Connecticut
$14.7M -$317K -731 -2%
XI
318
XXEC Inc
Oklahoma
$14.7M +$290K +668 +2%
Mackenzie Financial
319
Mackenzie Financial
Ontario, Canada
$14.7M +$839K +1,935 +7%
UIM
320
USS Investment Management
United Kingdom
$14.6M +$130K +300 +1%
QIM
321
Quest Investment Management
Oregon
$14.5M -$5.41M -12,483 -30%
DIA
322
Davidson Investment Advisors
Montana
$14.5M -$95.4K -220 -0.7%
MC
323
Middleton & Co
Massachusetts
$14.4M -$84.6K -195 -0.7%
NAMM
324
NorthStar Asset Management (Massachusetts)
Massachusetts
$14.3M +$292K +674 +2%
NAM
325
Nissay Asset Management
Japan
$14.3M -$2.73M -6,293 -18%

INTU Hedge Fund Activity: Q2 2021 in Review

1,377 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2021, worth a combined $113B — up 27% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new INTU positions and 81 closed out — a net gain of 58 holders — while 518 added to existing stakes and 491 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $553M. The largest seller was VOYA Investment Management, cutting an estimated $197M.

  • 1,377 institutional investors held Intuit (INTU) as of Q2 2021, up from 1,333 in Q1 2021.
  • Funds reported $113B of Intuit stock for Q2 2021, up 27% quarter-over-quarter.
  • 139 funds opened new Intuit positions in Q2 2021 and 81 closed out, a net change of +58 holders.
  • The largest Intuit buyer in Q2 2021 was Fidelity Investments, an estimated $553M added.
  • The largest Intuit seller in Q2 2021 was VOYA Investment Management, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2021.