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
PCA
501
Private Capital Advisors
Connecticut
$1.26M
BFM
502
Boothbay Fund Management
New York
$1.23M +$1.16M +6,031 New
FAN
503
Financial Advisors Network
California
$1.23M +$1.16M +6,025 New
ECM
504
ETrade Capital Management
Virginia
$1.23M +$15.3K +80 +1%
HAG
505
HighPoint Advisor Group
Illinois
$1.21M -$49.7K -259 -4%
FMBTD
506
First Midwest Bank Trust Division
Illinois
$1.21M -$3.07K -16 -0.3%
Aristotle Capital Management
507
Aristotle Capital Management
California
$1.21M
WCWM
508
Willow Creek Wealth Management
California
$1.2M -$29.7K -155 -3%
SPIA
509
Steward Partners Investment Advisory
New York
$1.18M -$30.3K -158 -3%
AP
510
Advisor Partners
California
$1.18M +$74K +386 +7%
CTA
511
Chesley Taft & Associates
Illinois
$1.18M -$70.4K -367 -6%
EA
512
Emerald Advisers
Pennsylvania
$1.17M -$32.8K -171 -3%
TWA
513
TCI Wealth Advisors
Arizona
$1.15M +$2.88K +15 +0.3%
SAM
514
Silvercrest Asset Management
New York
$1.13M
HFS
515
HL Financial Services
Kentucky
$1.11M +$56.2K +293 +6%
SCC
516
Spring Creek Capital
Kansas
$1.11M +$1.04M +5,446 New
CDH
517
Charles D. Hyman
$1.11M +$1.04M +5,448 New
SW
518
SVB Wealth
Massachusetts
$1.11M -$29.3K -153 -3%
OCM
519
One Capital Management
California
$1.1M
DTL
520
Dynamic Technology Lab
Singapore
$1.1M +$1.03M +5,374 New
ZCM
521
Zebra Capital Management
Connecticut
$1.09M -$730K -3,808 -42%
LP
522
LMR Partners
United Kingdom
$1.09M -$1.61M -8,370 -61%
ECM
523
Everence Capital Management
Indiana
$1.05M
ZCA
524
Zeke Capital Advisors
Pennsylvania
$1.05M
Nomura Holdings
525
Nomura Holdings
Japan
$1.04M -$2.68M -13,962 -73%

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.