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1,498 hedge funds and large institutions have $90.4B invested in Intuit in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 601 increasing their positions, 549 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $849M

9% more repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 549

0.35% less ownership

Funds ownership: 83.59%83.24% (-0.35%)

4% less funds holding

Funds holding: 1,5541,498 (-56)

18% less funds holding in top 10

Funds holding in top 10: 6150 (-11)

20% less capital invested

Capital invested by funds: $113B → $90.4B (-$22.7B)

22% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 165

Holders
1,498
Holders Change
-56
Holders Change %
-3.6%
% of All Funds
25.24%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
0.84%
New
128
Increased
601
Reduced
549
Closed
165
Calls
$1.3B
Puts
$849M
Net Calls
+$454M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Change in
Stake
BRC
501
Bishop Rock Capital
New York
$4.56M -$1.9M -4,599 -28%
KAM
502
Karani Asset Management
New York
$4.54M -$1.13M -2,719 -19%
TWC
503
TD Waterhouse Canada
Ontario, Canada
$4.51M -$3.11M -7,520 -43%
TTWM
504
TCV Trust & Wealth Management
Virginia
$4.48M +$2.48K +6 +0.1%
OC
505
Oppenheimer & Co
New York
$4.47M +$151K +364 +3%
Mercer Global Advisors
506
Mercer Global Advisors
Colorado
$4.39M +$25.3K +61 +0.5%
PP
507
Prudential plc
United Kingdom
$4.37M -$625K -1,509 -12%
AI
508
AXS Investments
New York
$4.37M -$209K -505 -4%
LCM
509
Logan Capital Management
Pennsylvania
$4.31M -$596K -1,439 -11%
HPC
510
HM Payson & Co
Maine
$4.29M -$12K -29 -0.3%
KAS
511
Kestra Advisory Services
Texas
$4.27M +$1.69M +4,086 +59%
MKA
512
M. Kulyk & Associates
Georgia
$4.2M +$368K +889 +9%
PAG
513
Private Advisor Group
New Jersey
$4.18M -$1.4M -3,389 -24%
OCAM
514
Onex Canada Asset Management
Ontario, Canada
$4.18M -$50.9K -123 -1%
BFPW
515
BOK Financial Private Wealth
Colorado
$4.17M -$692K -1,672 -13%
RAM
516
Redmond Asset Management
Virginia
$4.16M +$94.4K +228 +2%
OSAM
517
O'Shaughnessy Asset Management
Connecticut
$4.15M +$1.33M +3,209 +43%
Impax Asset Management Group
518
Impax Asset Management Group
United Kingdom
$4.12M -$594K -1,435 -12%
PAM
519
Panagora Asset Management
Massachusetts
$4.11M -$47.7M -115,211 -92%
ECM
520
Everence Capital Management
Indiana
$4.11M -$969K -2,340 -18%
SPIA
521
Steward Partners Investment Advisory
New York
$4.1M -$296K -714 -6%
PFM
522
Premier Fund Managers
United Kingdom
$4.06M +$1.21M +2,933 +39%
SAM
523
Sycomore Asset Management
France
$4.05M +$9.11K +22 +0.2%
FM
524
Freemont Management
Switzerland
$4.05M -$248K -600 -5%
AC
525
Allstate Corporation
Illinois
$4M +$660K +1,595 +18%

INTU Hedge Fund Activity: Q2 2022 in Review

1,498 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2022, worth a combined $90.4B — down 20% from $113B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of INTU and 128 opened new positions — a net loss of 37 holders — while 549 trimmed existing stakes and 601 added.

The largest buyer was Morgan Stanley, adding an estimated $657M. The largest seller was BlackRock, cutting an estimated $740M.

  • 1,498 institutional investors held Intuit (INTU) as of Q2 2022, down from 1,554 in Q1 2022.
  • Funds reported $90.4B of Intuit stock for Q2 2022, down 20% quarter-over-quarter.
  • 128 funds opened new Intuit positions in Q2 2022 and 165 closed out, a net change of -37 holders.
  • The largest Intuit buyer in Q2 2022 was Morgan Stanley, an estimated $657M added.
  • The largest Intuit seller in Q2 2022 was BlackRock, an estimated $740M sold.

Based on aggregated 13F filings for Q2 2022.