We are live on ! Find out more

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
PP
626
Paloma Partners
Connecticut
$255K -$10.8M -83,580 -98%
CCFCSB
627
Cape Cod Five Cents Savings Bank
Massachusetts
$252K
1SB
628
1ST Source Bank
Indiana
$252K +$246K +1,899 New
ZDA
629
Zweig-DiMenna Associates
New York
$252K +$246K +1,900 New
MML Investors Services
630
MML Investors Services
Massachusetts
$250K +$244K +1,885 New
WS
631
Wedbush Securities
California
$246K -$104K -802 -30%
ZCA
632
Zeke Capital Advisors
Pennsylvania
$244K +$238K +1,838 New
BWP
633
Baldwin Wealth Partners
Massachusetts
$242K
FMLI
634
Fukoku Mutual Life Insurance
Japan
$239K
MCP
635
Mirador Capital Partners
California
$239K
CC
636
Cedar Capital
Illinois
$239K +$234K +1,801 New
SLF
637
Sun Life Financial
Ontario, Canada
$235K +$228K +1,758 +11,720%
LNC
638
Lincoln National Corp
Pennsylvania
$234K +$519 +4 +0.2%
PCM
639
Penserra Capital Management
California
$234K +$26.5K +204 +13%
BSW
640
Buckingham Strategic Wealth
Missouri
$230K +$224K +1,731 New
FFBTD
641
First Financial Bank - Trust Division
Ohio
$226K +$220K +1,700 New
PL
642
Parthenon LLC
Kentucky
$226K +$220K +1,700 New
TH
643
TCTC Holdings
Texas
$226K +$220K +1,700 New
SWP
644
Stratos Wealth Partners
Ohio
$225K -$13.6K -105 -6%
VST
645
Van Strum & Towne
California
$224K +$219K +1,686 New
TC
646
Telemus Capital
Michigan
$223K +$218K +1,679 New
FAM
647
Formidable Asset Management
Ohio
$219K
GT
648
Greenleaf Trust
Michigan
$216K +$211K +1,628 New
CBA
649
Coastal Bridge Advisors
Connecticut
$214K +$209K +1,612 New
MWP
650
MYCIO Wealth Partners
Pennsylvania
$212K -$30.7K -237 -13%

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.