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750 hedge funds and large institutions have $29.4B invested in Intuit in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 257 increasing their positions, 287 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 46

15% more capital invested

Capital invested by funds: $25.6B → $29.4B (+$3.84B)

3% more funds holding

Funds holding: 726750 (+24)

0.21% more ownership

Funds ownership: 86.15%86.36% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

10% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 287

15% less call options, than puts

Call options by funds: $93.1M | Put options by funds: $109M

Holders
750
Holders Change
+24
Holders Change %
+3.31%
% of All Funds
18.7%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
75
Increased
257
Reduced
287
Closed
46
Calls
$93.1M
Puts
$109M
Net Calls
-$15.9M
Net Calls Change
-$45.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
526
Sowell Financial Services
Arkansas
$519K +$2.33K +18 +0.5%
CANY
527
Caxton Associates (New York)
New York
$518K -$130K -1,000 -20%
CFG
528
Citizens Financial Group
Rhode Island
$518K
GI
529
Gradient Investments
Minnesota
$514K +$389 +3 +0.1%
SYBT
530
Stock Yards Bank & Trust
Kentucky
$506K
PAG
531
Private Advisor Group
New Jersey
$504K -$2.98K -23 -0.6%
SLG
532
Stanley-Laman Group
Pennsylvania
$501K +$45.8K +353 +10%
BDF
533
Balasa Dinverno & Foltz
$493K +$132K +1,019 +38%
RCAMU
534
Rothschild & Co Asset Management US
Connecticut
$482K -$42.8K -330 -8%
BSWMG
535
Barrington Strategic Wealth Management Group
Illinois
$479K -$10.4K -80 -2%
FNFDCM
536
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$478K
WP
537
WealthSource Partners
California
$478K
WAM
538
Wealthspire Advisors (Maryland)
Maryland
$477K +$35.1K +271 +8%
FBT
539
First Bank & Trust
South Dakota
$469K +$458K +3,531 New
UFF
540
USA Financial Formulas
Michigan
$468K +$457K +3,527 New
OSAM
541
O'Shaughnessy Asset Management
Connecticut
$466K +$455K +3,512 New
HC
542
Henshaw Capital
Massachusetts
$460K
GCA
543
Gideon Capital Advisors
New York
$448K -$501K -3,860 -53%
RW
544
REDW Wealth
New Mexico
$448K
BFM
545
Boothbay Fund Management
New York
$447K -$836K -6,449 -66%
RFS
546
Rockefeller Financial Services
New York
$439K
GLA
547
Great Lakes Advisors
Illinois
$428K +$418K +3,222 New
FIM
548
Freedom Investment Management
Connecticut
$420K +$21.9K +169 +6%
RIM
549
Rampart Investment Management
Connecticut
$419K +$322K +2,482 +369%
RWA
550
Ropes Wealth Advisors
Massachusetts
$414K

INTU Hedge Fund Activity: Q2 2017 in Review

750 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2017, worth a combined $29.4B — up 15% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new INTU positions and 46 closed out — a net gain of 29 holders — while 257 added to existing stakes and 287 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $932M. The largest seller was Capital World Investors, cutting an estimated $488M.

  • 750 institutional investors held Intuit (INTU) as of Q2 2017, up from 726 in Q1 2017.
  • Funds reported $29.4B of Intuit stock for Q2 2017, up 15% quarter-over-quarter.
  • 75 funds opened new Intuit positions in Q2 2017 and 46 closed out, a net change of +29 holders.
  • The largest Intuit buyer in Q2 2017 was T. Rowe Price Associates, an estimated $932M added.
  • The largest Intuit seller in Q2 2017 was Capital World Investors, an estimated $488M sold.

Based on aggregated 13F filings for Q2 2017.