We are live on ! Find out more

1,498 hedge funds and large institutions have $90.4B invested in Intuit in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 601 increasing their positions, 549 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $849M

9% more repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 549

0.35% less ownership

Funds ownership: 83.59%83.24% (-0.35%)

4% less funds holding

Funds holding: 1,5541,498 (-56)

18% less funds holding in top 10

Funds holding in top 10: 6150 (-11)

20% less capital invested

Capital invested by funds: $113B → $90.4B (-$22.7B)

22% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 165

Holders
1,498
Holders Change
-56
Holders Change %
-3.6%
% of All Funds
25.24%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
0.84%
New
128
Increased
601
Reduced
549
Closed
165
Calls
$1.3B
Puts
$849M
Net Calls
+$454M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Change in
Stake
E
376
Ergoteles
New York
$9M +$9.67M +23,344 New
AAM
377
Autus Asset Management
Arizona
$8.93M -$214K -517 -2%
LCM
378
Liberty Capital Management
Michigan
$8.92M -$264K -637 -3%
NAMM
379
NorthStar Asset Management (Massachusetts)
Massachusetts
$8.92M +$384K +927 +4%
Janney Montgomery Scott
380
Janney Montgomery Scott
Pennsylvania
$8.71M +$9.34M +22,552 New
EWA
381
Exencial Wealth Advisors
Oklahoma
$8.67M +$518K +1,250 +6%
AIM
382
Arcadia Investment Management
Michigan
$8.4M -$93.2K -225 -1%
AHC
383
Anderson Hoagland & Co
Missouri
$8.4M +$61.3K +148 +0.7%
Cerity Partners
384
Cerity Partners
New York
$8.35M +$642K +1,551 +8%
PCM
385
Prana Capital Management
Connecticut
$8.34M -$4.94M -11,937 -36%
BCWM
386
Bartlett & Co Wealth Management
Ohio
$8.32M +$8.47M +20,447 +1,806%
BC
387
Bartlett & Co
Ohio
$8.32M +$8.47M +20,447 +1,806%
Acadian Asset Management
388
Acadian Asset Management
Massachusetts
$8.27M -$49.7M -119,905 -85%
MSRPS
389
Maryland State Retirement & Pension System
Maryland
$8.18M +$283K +684 +3%
LOAME
390
Lombard Odier Asset Management (Europe)
United Kingdom
$8.18M +$8.79M +21,228 New
EMPI
391
Elo Mutual Pension Insurance
Finland
$8.17M +$19.5K +47 +0.2%
Los Angeles Capital Management
392
Los Angeles Capital Management
California
$8.16M +$3.69M +8,903 +73%
Twin Tree Management
393
Twin Tree Management
Texas
$8.13M +$4.3M +10,395 +97%
OAM
394
Oppenheimer Asset Management
New York
$8.12M +$211K +509 +2%
CA
395
Cornerstone Advisors
North Carolina
$8.09M
KRS
396
Kentucky Retirement Systems
Kentucky
$8.09M +$1.22M +2,941 +16%
TAM
397
Tocqueville Asset Management
New York
$8.06M -$147K -355 -2%
MC
398
Montag & Caldwell
Georgia
$8.04M +$8.64M +20,856 New
SSWM
399
Sheets Smith Wealth Management
North Carolina
$8.03M
CK
400
Cohen Klingenstein
New York
$7.94M

INTU Hedge Fund Activity: Q2 2022 in Review

1,498 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2022, worth a combined $90.4B — down 20% from $113B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of INTU and 128 opened new positions — a net loss of 37 holders — while 549 trimmed existing stakes and 601 added.

The largest buyer was Morgan Stanley, adding an estimated $657M. The largest seller was BlackRock, cutting an estimated $740M.

  • 1,498 institutional investors held Intuit (INTU) as of Q2 2022, down from 1,554 in Q1 2022.
  • Funds reported $90.4B of Intuit stock for Q2 2022, down 20% quarter-over-quarter.
  • 128 funds opened new Intuit positions in Q2 2022 and 165 closed out, a net change of -37 holders.
  • The largest Intuit buyer in Q2 2022 was Morgan Stanley, an estimated $657M added.
  • The largest Intuit seller in Q2 2022 was BlackRock, an estimated $740M sold.

Based on aggregated 13F filings for Q2 2022.