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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
JSMC
501
Jess S. Morgan & Co
California
$4.54M -$172K -397 -4%
GAM
502
Gotham Asset Management
New York
$4.53M +$3.53M +8,132 +736%
AC
503
Allstate Corporation
Illinois
$4.49M -$215K -497 -5%
KA
504
Kintegral Advisory
New York
$4.48M
AP
505
Advisor Partners
California
$4.44M +$41.6K +96 +1%
BRC
506
Bishop Rock Capital
New York
$4.44M +$3.92M +9,050 New
HCA
507
Harbour Capital Advisors
Virginia
$4.41M +$13.9K +32 +0.4%
BP
508
Broadleaf Partners
Ohio
$4.41M -$122K -282 -3%
BU
509
BBVA USA
Alabama
$4.38M +$3.87M +8,932 New
NIA
510
Northstar Investment Advisors
Colorado
$4.37M +$104K +239 +3%
GT
511
Greenleaf Trust
Michigan
$4.34M +$130K +299 +3%
BDF
512
Balasa Dinverno & Foltz
$4.32M +$434 +1 +0%
SAM
513
Sompo Asset Management
Japan
$4.32M -$872K -2,010 -19%
KAS
514
Kestra Advisory Services
Texas
$4.31M +$198K +456 +5%
AWM
515
AE Wealth Management
Kansas
$4.31M -$3.32M -7,667 -47%
VCM
516
Virtue Capital Management
Tennessee
$4.27M +$30.4K +70 +0.8%
DZ Bank
517
DZ Bank
Germany
$4.25M -$3.41M -7,865 -48%
CAM
518
Cresset Asset Management
Illinois
$4.21M +$362K +836 +11%
LS
519
Livforsakringsbolaget Skandia
Sweden
$4.2M +$304K +700 +9%
Marshall Wace
520
Marshall Wace
United Kingdom
$4.19M +$3.71M +8,557 New
CI
521
Cigna Investments
Connecticut
$4.15M -$533K -1,230 -13%
BIP
522
Bouvel Investment Partners
Pennsylvania
$4.14M -$1.9M -4,379 -34%
LAI
523
Legal Advantage Investments
California
$4.13M
HA
524
HYA Advisors
Missouri
$4.11M -$10.8K -25 -0.3%
IA
525
IFP Advisors
Florida
$4.1M +$117K +270 +3%

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.