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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
WT
601
Whittier Trust
California
$545K -$37.4K -195 -7%
TCM
602
Teza Capital Management
Illinois
$540K +$507K +2,643 New
PWAG
603
Polaris Wealth Advisory Group
California
$533K
BCM
604
Brasada Capital Management
Texas
$528K +$496K +2,584 New
PWPS
605
Pinnacle Wealth Planning Services
Ohio
$527K +$119K +619 +32%
Bessemer Group
606
Bessemer Group
New Jersey
$521K -$59.5K -310 -11%
CONA
607
Capital One National Association
New York
$515K -$17.5K -91 -3%
CBN
608
Cadence Bank NA
Texas
$510K
BRWA
609
B. Riley Wealth Advisors
Florida
$509K +$477K +2,489 New
VNA
610
VNBTrust National Association
Virginia
$501K -$19.2K -100 -4%
VIA
611
Vantage Investment Advisors
Pennsylvania
$501K +$470K +2,450 New
DADC
612
D.A. Davidson & Co
Montana
$500K +$68.5K +357 +17%
DCM
613
Dupont Capital Management
Delaware
$494K +$97K +506 +26%
CFG
614
Citizens Financial Group
Rhode Island
$493K
Northwestern Mutual Wealth Management
615
Northwestern Mutual Wealth Management
Wisconsin
$491K +$85.7K +447 +23%
Fuller & Thaler Asset Management
616
Fuller & Thaler Asset Management
California
$490K
WEC
617
Winslow Evans & Crocker
Massachusetts
$490K
RCM
618
RB Capital Management
Nevada
$490K +$19.2K +100 +4%
LOAME
619
Lombard Odier Asset Management (Europe)
United Kingdom
$484K -$44.5K -232 -9%
B
620
Bailard
California
$484K
JMFC
621
J.M. Forbes & Co
Massachusetts
$479K -$30.7K -160 -6%
Voloridge Investment Management
622
Voloridge Investment Management
Florida
$479K +$450K +2,345 New
AWM
623
AE Wealth Management
Kansas
$475K +$446K +2,324 New
CTC
624
Central Trust Company
Missouri
$470K
BL
625
BFSG LLC
California
$470K +$57.5K +300 +15%

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.