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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
KAM
426
Karani Asset Management
New York
$7.53M +$38.6K +89 +0.6%
EIM
427
Essex Investment Management
Massachusetts
$7.53M -$463K -1,068 -6%
CCG
428
Cypress Capital Group
Florida
$7.5M -$19.1K -44 -0.3%
BFPW
429
BOK Financial Private Wealth
Colorado
$7.34M +$175K +403 +3%
ORI
430
Oak Ridge Investments
Illinois
$7.28M -$123K -284 -2%
Cambridge Investment Research Advisors
431
Cambridge Investment Research Advisors
Iowa
$7.04M -$2.91M -6,706 -32%
TCOV
432
Trust Company of Vermont
Vermont
$7M +$140K +324 +2%
CSS
433
Cubist Systematic Strategies
Connecticut
$6.97M +$2.17K +5 +0%
HT
434
HighTower Trust
Texas
$6.82M -$6.07K -14 -0.1%
BCV
435
Banque Cantonale Vaudoise
Switzerland
$6.82M -$142K -327 -2%
AMI
436
Amica Mutual Insurance
Rhode Island
$6.71M +$972K +2,242 +20%
OSIA
437
O'Shares Investment Advisers
Massachusetts
$6.66M -$1.35M -3,117 -19%
MA
438
Montag & Associates
Georgia
$6.61M -$2.3M -5,296 -28%
HFS
439
Hantz Financial Services
Michigan
$6.57M +$183K +422 +3%
CG
440
Carmignac Gestion
France
$6.54M +$1.11M +2,553 +24%
MME
441
Meag Munich Ergo
Germany
$6.52M +$2.52M +5,813 +78%
FIS
442
Fundsmith Investment Services
Mauritius
$6.42M +$5.68M +13,100 New
ERWM
443
Elk River Wealth Management
Colorado
$6.4M +$67.2K +155 +1%
LCM
444
Logan Capital Management
Pennsylvania
$6.39M -$7.8K -18 -0.1%
AI
445
AXS Investments
New York
$6.37M -$1.25M -2,882 -18%
PAG
446
Private Advisor Group
New Jersey
$6.34M +$53.8K +124 +1%
OC
447
Oppenheimer & Co
New York
$6.33M -$20.4K -47 -0.4%
AMM
448
American Money Management
California
$6.29M +$328K +757 +6%
ANBT
449
American National Bank & Trust
Texas
$6.24M +$438K +1,009 +9%
FCI
450
Financial Counselors Inc
Kansas
$6.18M +$111K +257 +2%

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.