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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
MDCM
676
Morgan Dempsey Capital Management
Wisconsin
$87K -$3.89K -30 -4%
CLOS
677
Compagnie Lombard Odier SCmA
Switzerland
$84K
VCM
678
Vigilant Capital Management
Maine
$83K
FANJ
679
Financial Architects (New Jersey)
New Jersey
$80K
FWM
680
Focused Wealth Management
New York
$80K
AIM
681
Acrospire Investment Management
Illinois
$80K +$51.9K +400 +200%
VCM
682
Versant Capital Management
Arizona
$74K
GLI
683
Guardian Life Insurance
New York
$72K -$51.2K -395 -42%
IPC
684
Independent Portfolio Consultants
Florida
$66K -$97.5K -752 -60%
ADL
685
Asset Dedication LLC
California
$64K
PFPT
686
Pinnacle Financial Partners (Tennessee)
Tennessee
$64K +$62.1K +479 New
CAW
687
Cornerstone Advisors (Washington)
Washington
$57K +$1.17K +9 +2%
PFBT
688
Parkside Financial Bank & Trust
Missouri
$57K +$5.06K +39 +10%
YWP
689
YorkBridge Wealth Partners
New York
$56K
ST
690
Smithfield Trust
Pennsylvania
$55K +$21.1K +163 +64%
TSW
691
Thompson Siegel & Walmsley
Virginia
$54K +$45.1K +348 +611%
AOWM
692
Alpha Omega Wealth Management
Virginia
$53K
RFM
693
Royal Fund Management
Florida
$53K +$25.9K +200 +100%
GBT
694
Grove Bank & Trust
Florida
$50K +$25K +193 +104%
QAM
695
QCI Asset Management
New York
$49K
AP
696
Advisors Preferred
Maryland
$46K +$44.9K +346 New
WTB
697
Washington Trust Bank
Washington
$45K
KTC
698
Kistler-Tiffany Companies
Pennsylvania
$43K +$42.4K +327 New
SFSIG
699
San Francisco Sentry Investment Group
California
$42K +$40.6K +313 New
LNB
700
Ledyard National Bank
$40K

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.