We are live on ! Find out more

654 hedge funds and large institutions have $25.2B invested in Intuit in 2016 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 230 increasing their positions, 243 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 34

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

8% more capital invested

Capital invested by funds: $23.4B → $25.2B (+$1.8B)

4% more funds holding

Funds holding: 629654 (+25)

5% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 243

12% less call options, than puts

Call options by funds: $63.4M | Put options by funds: $72.2M

Holders
654
Holders Change
+25
Holders Change %
+3.97%
% of All Funds
17.45%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.48%
New
66
Increased
230
Reduced
243
Closed
34
Calls
$63.4M
Puts
$72.2M
Net Calls
-$8.77M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RW
426
Rand Wealth
Maryland
$804K
NCA
427
NCM Capital Advisers
North Carolina
$772K +$203K +1,937 +39%
WAM
428
Weatherly Asset Management
California
$770K
ECM
429
Everence Capital Management
Indiana
$768K
MAM
430
Meeder Asset Management
Ohio
$761K +$45.6K +436 +7%
WRM
431
Westport Resources Management
Connecticut
$759K -$41.8K -400 -6%
LTFS
432
Ladenburg Thalmann Financial Services
Florida
$757K +$230K +2,203 +48%
Two Sigma Investments
433
Two Sigma Investments
New York
$757K +$709K +6,784 New
LNWWM
434
Laird Norton Wetherby Wealth Management
California
$755K -$17.8K -170 -2%
Toronto Dominion Bank
435
Toronto Dominion Bank
Ontario, Canada
$753K -$106K -1,009 -13%
VIM
436
Veritas Investment Management
United Kingdom
$750K
TCOV
437
Trust Company of Vermont
Vermont
$728K -$26.4K -252 -4%
CC
438
ClearArc Capital
Ohio
$693K -$3.24K -31 -0.5%
W
439
Wealthfront
California
$690K +$93.7K +896 +17%
PCA
440
Private Capital Advisors
Connecticut
$686K
Simplex Trading
441
Simplex Trading
Illinois
$676K +$597K +5,709 +1,617%
QC
442
QCM Cayman
Texas
$672K +$630K +6,023 New
CCG
443
Cypress Capital Group
Florida
$671K -$6.17K -59 -1%
SACTSONJ
444
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$670K -$209K -2,000 -25%
CTA
445
Chesley Taft & Associates
Illinois
$670K
AIM
446
Assured Investment Management
New York
$667K +$625K +5,972 New
DTL
447
Dynamic Technology Lab
Singapore
$648K +$608K +5,814 New
TWA
448
TCI Wealth Advisors
Arizona
$620K -$47.2K -451 -8%
MSV
449
MN Services Vermogensbeheer
Netherlands
$619K -$10.9K -104 -2%
BC
450
Brinker Capital
Pennsylvania
$618K +$18.3K +175 +3%

INTU Hedge Fund Activity: Q2 2016 in Review

654 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2016, worth a combined $25.2B — up 7.7% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new INTU positions and 34 closed out — a net gain of 32 holders — while 230 added to existing stakes and 243 trimmed.

The largest buyer was Capital World Investors, adding an estimated $157M. The largest seller was Royal London Asset Management, cutting an estimated $670M.

  • 654 institutional investors held Intuit (INTU) as of Q2 2016, up from 629 in Q1 2016.
  • Funds reported $25.2B of Intuit stock for Q2 2016, up 7.7% quarter-over-quarter.
  • 66 funds opened new Intuit positions in Q2 2016 and 34 closed out, a net change of +32 holders.
  • The largest Intuit buyer in Q2 2016 was Capital World Investors, an estimated $157M added.
  • The largest Intuit seller in Q2 2016 was Royal London Asset Management, an estimated $670M sold.

Based on aggregated 13F filings for Q2 2016.