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Intuit

1,666 hedge funds and large institutions have $151B invested in Intuit in 2021 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 576 increasing their positions, 555 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more first-time investments, than exits

New positions opened: 309 | Existing positions closed: 67

25% more funds holding in top 10

Funds holding in top 10: 80100 (+20)

23% more capital invested

Capital invested by funds: $124B → $151B (+$28B)

15% more funds holding

Funds holding: 1,4441,666 (+222)

4% more repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 555

0.45% less ownership

Funds ownership: 83.9%83.45% (-0.45%)

35% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.93B

Holders
1,666
Holders Change
+222
Holders Change %
+15.37%
% of All Funds
25.64%
Holding in Top 10
100
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+25%
% of All Funds
1.54%
New
309
Increased
576
Reduced
555
Closed
67
Calls
$1.26B
Puts
$1.93B
Net Calls
-$668M
Net Calls Change
-$352M
Name Holding Trade Value Shares
Change
Change in
Stake
Ninety One (UK)
26
Ninety One (UK)
United Kingdom
$1.12B -$7.45M -12,063 -0.7%
Goldman Sachs
27
Goldman Sachs
New York
$1.07B -$203M -329,547 -16%
Allianz Asset Management
28
Allianz Asset Management
Germany
$1.03B -$193M -313,336 -16%
LT
29
Lindsell Train
United Kingdom
$1B -$172M -278,800 -15%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$921M -$159M -258,111 -15%
PPA
31
Parametric Portfolio Associates
Washington
$905M +$4.51M +7,314 +0.5%
Charles Schwab
32
Charles Schwab
California
$893M +$47.4M +76,737 +6%
Principal Financial Group
33
Principal Financial Group
Iowa
$871M -$87.9M -142,409 -9%
Wells Fargo
34
Wells Fargo
California
$845M -$47.3M -76,559 -6%
DCP
35
Durable Capital Partners
Maryland
$842M +$22.1M +35,814 +3%
PI
36
Putnam Investments
Massachusetts
$779M +$45.2M +73,179 +6%
Fisher Asset Management
37
Fisher Asset Management
Washington
$774M +$684M +1,107,581 +1,157%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$764M -$61.7M -100,031 -8%
FPP
39
Findlay Park Partners
United Kingdom
$763M -$168M -272,000 -19%
Barclays
40
Barclays
United Kingdom
$758M +$36.7M +59,417 +5%
TP
41
Third Point
New York
$740M +$30.9M +50,000 +5%
Swiss National Bank
42
Swiss National Bank
Switzerland
$668M -$25.8M -41,800 -4%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$659M +$52.1M +84,321 +9%
Deutsche Bank
44
Deutsche Bank
Germany
$655M +$45.2M +73,243 +8%
LWCFA
45
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$654M -$9.73M -15,756 -2%
Macquarie Group
46
Macquarie Group
Australia
$634M -$124M -201,201 -17%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$629M +$239M +386,956 +66%
OCBV
48
Ownership Capital B.V.
Netherlands
$621M -$115M -186,382 -16%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$601M -$22.3M -36,084 -4%
Mawer Investment Management
50
Mawer Investment Management
Alberta, Canada
$586M -$232M -376,328 -29%

INTU Hedge Fund Activity: Q4 2021 in Review

1,666 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2021, worth a combined $151B — up 23% from $124B a quarter earlier.

Buyers outnumbered sellers: 309 funds opened new INTU positions and 67 closed out — a net gain of 242 holders — while 576 added to existing stakes and 555 trimmed.

The largest buyer was Nicholas Hoffman & Company, adding an estimated $2.35B. The largest seller was T. Rowe Price Associates, cutting an estimated $797M.

  • 1,666 institutional investors held Intuit (INTU) as of Q4 2021, up from 1,444 in Q3 2021.
  • Funds reported $151B of Intuit stock for Q4 2021, up 23% quarter-over-quarter.
  • 309 funds opened new Intuit positions in Q4 2021 and 67 closed out, a net change of +242 holders.
  • The largest Intuit buyer in Q4 2021 was Nicholas Hoffman & Company, an estimated $2.35B added.
  • The largest Intuit seller in Q4 2021 was T. Rowe Price Associates, an estimated $797M sold.

Based on aggregated 13F filings for Q4 2021.