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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
VST
676
Van Strum & Towne
California
$324K -$57.5K -300 -16%
EF
677
Empirical Finance
Pennsylvania
$324K +$305K +1,588 New
SBH
678
Segall Bryant & Hamill
Illinois
$319K +$21.7K +113 +8%
FRM
679
Fox Run Management
Connecticut
$309K +$290K +1,514 New
RC
680
Roundview Capital
New Jersey
$306K
SS
681
Simplicity Solutions
Minnesota
$299K +$281K +1,464 New
RMCM
682
Reynders McVeigh Capital Management
Massachusetts
$298K +$279K +1,457 New
KFS
683
Kurt F. Somerville
$296K -$91.1K -475 -25%
LFAS
684
Level Four Advisory Services
Texas
$293K
SHGA
685
Sand Hill Global Advisors
California
$291K +$273K +1,425 New
VFA
686
Voya Financial Advisors
Connecticut
$289K +$36.1K +188 +15%
PFM
687
Parsec Financial Management
North Carolina
$287K +$6.71K +35 +3%
PAM
688
Peak Asset Management
Colorado
$286K
FAAS
689
First Allied Advisory Services
California
$279K +$7.1K +37 +3%
CAPTRUST Financial Advisors
690
CAPTRUST Financial Advisors
North Carolina
$278K +$10.2K +53 +4%
MC
691
MIG Capital
California
$275K
IG
692
ING Group
Netherlands
$275K +$259K +1,348 New
JWA
693
JFS Wealth Advisors
Pennsylvania
$269K -$5.37K -28 -2%
S
694
SignatureFD
Georgia
$268K +$27.4K +143 +12%
AIM
695
ARK Investment Management
Florida
$267K -$83K -433 -25%
LNC
696
Lincoln National Corp
Pennsylvania
$266K -$93K -485 -27%
GAMA
697
Graticule Asia Macro Advisors
New York
$266K -$57.5K -300 -19%
TH
698
TCTC Holdings
Texas
$266K
SC
699
Savant Capital
Illinois
$265K +$17.5K +91 +8%
EWM
700
Evercore Wealth Management
New York
$264K -$20.1K -105 -8%

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.