We are live on ! Find out more

877 hedge funds and large institutions have $46.5B invested in Intuit in 2018 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 298 increasing their positions, 316 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 28

39% more funds holding in top 10

Funds holding in top 10: 2839 (+11)

21% more call options, than puts

Call options by funds: $267M | Put options by funds: $220M

18% more capital invested

Capital invested by funds: $39.4B → $46.5B (+$7.11B)

11% more funds holding

Funds holding: 793877 (+84)

0.04% less ownership

Funds ownership: 88.83%88.79% (-0.04%)

6% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 316

Holders
877
Holders Change
+84
Holders Change %
+10.59%
% of All Funds
20.08%
Holding in Top 10
39
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+39.29%
% of All Funds
0.89%
New
118
Increased
298
Reduced
316
Closed
28
Calls
$267M
Puts
$220M
Net Calls
+$46.9M
Net Calls Change
+$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$325M +$43M +224,444 +16%
Franklin Resources
27
Franklin Resources
California
$304M +$11.7M +61,207 +4%
JIM
28
Jupiter Investment Management
United Kingdom
$289M +$3.41M +17,787 +1%
AQR Capital Management
29
AQR Capital Management
Connecticut
$287M +$47M +245,086 +21%
UBS AM
30
UBS AM
Illinois
$260M +$25M +130,369 +11%
Winslow Capital Management
31
Winslow Capital Management
Minnesota
$257M -$27.9M -145,323 -10%
TA
32
Teachers Advisors
New York
$254M -$12.1M -62,875 -5%
APG Asset Management
33
APG Asset Management
Netherlands
$249M -$32.1M -167,300 -11%
Legal & General Group
34
Legal & General Group
United Kingdom
$238M -$10.1M -52,439 -4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$232M -$336M -1,750,496 -61%
DGI
36
Disciplined Growth Investors
Minnesota
$230M -$12.3M -64,278 -5%
Charles Schwab
37
Charles Schwab
California
$230M +$13.5M +70,642 +7%
LWCFA
38
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$230M -$7.56M -39,432 -3%
Prudential Financial
39
Prudential Financial
New Jersey
$220M -$3.55M -18,495 -2%
PPA
40
Parametric Portfolio Associates
Washington
$219M +$6.56M +34,207 +3%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$213M -$57.8M -301,485 -22%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$210M -$4M -20,840 -2%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$210M +$11.8M +61,639 +6%
JIM
44
Jensen Investment Management
Oregon
$206M -$7.06M -36,830 -4%
AL
45
AJO LP
Pennsylvania
$201M +$3.74M +19,526 +2%
Swiss National Bank
46
Swiss National Bank
Switzerland
$189M +$4.81M +25,100 +3%
PAM
47
Panagora Asset Management
Massachusetts
$187M -$44.2M -230,252 -20%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$183M -$101M -526,110 -37%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$183M +$86M +448,512 +101%
PAMU
50
Pictet Asset Management (UK)
United Kingdom
$180M -$2.8M -14,599 -2%

INTU Hedge Fund Activity: Q2 2018 in Review

877 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2018, worth a combined $46.5B — up 18% from $39.4B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new INTU positions and 28 closed out — a net gain of 90 holders — while 298 added to existing stakes and 316 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $247M. The largest seller was T. Rowe Price Associates, cutting an estimated $736M.

  • 877 institutional investors held Intuit (INTU) as of Q2 2018, up from 793 in Q1 2018.
  • Funds reported $46.5B of Intuit stock for Q2 2018, up 18% quarter-over-quarter.
  • 118 funds opened new Intuit positions in Q2 2018 and 28 closed out, a net change of +90 holders.
  • The largest Intuit buyer in Q2 2018 was Fidelity Investments, an estimated $247M added.
  • The largest Intuit seller in Q2 2018 was T. Rowe Price Associates, an estimated $736M sold.

Based on aggregated 13F filings for Q2 2018.