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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
LCM
651
Laurion Capital Management
New York
$212K +$208K +1,600 New
RC
652
Roundview Capital
New Jersey
$211K +$206K +1,585 New
GA
653
Geneva Advisors
Illinois
$211K +$206K +1,588 New
VV
654
Verity & Verity
South Carolina
$203K +$198K +1,525 New
EWM
655
Evercore Wealth Management
New York
$198K +$13.6K +105 +8%
DADC
656
D.A. Davidson & Co
Montana
$179K -$46.7K -360 -21%
JWA
657
JFS Wealth Advisors
Pennsylvania
$175K
GWM
658
Geneos Wealth Management
Colorado
$171K +$29.2K +225 +21%
NSIM
659
North Star Investment Management
Illinois
$167K
BTIS
660
BB&T Investment Services
North Carolina
$160K +$66.4K +512 +73%
PCM
661
Prelude Capital Management
New York
$147K +$43.8K +338 +44%
HFM
662
Harvest Fund Management
China
$140K +$136K +1,051 New
EMG
663
ETF Managers Group
New Jersey
$140K +$137K +1,055 New
MUS
664
Mitsubishi UFJ Securities
Japan
$139K -$32.4K -250 -19%
MIFH
665
Migdal Insurance & Financial Holdings
Israel
$137K -$175K -1,347 -57%
JFGIW
666
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$132K -$11.5K -89 -8%
AAP
667
Arax Advisory Partners
Colorado
$127K +$17.1K +132 +16%
SIAS
668
Shine Investment Advisory Services
Colorado
$123K +$120K +926 New
MCM
669
MV Capital Management
Maryland
$120K -$112K -865 -49%
FPFS
670
First Personal Financial Services
North Carolina
$117K
PHK
671
Point72 Hong Kong
Hong Kong
$112K -$216K -1,666 -66%
WA
672
WFG Advisors
Texas
$110K
AF
673
Arrow Financial
New York
$108K
ABA
674
American Beacon Advisors
Texas
$105K
PSUF
675
People's United Financial
Connecticut
$105K

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.