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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
OIA
701
OneDigital Investment Advisors
Kansas
$40K +$38.9K +300 New
GAM
702
Gemmer Asset Management
California
$37K
FC
703
Ferris Capital
Massachusetts
$34K +$33.3K +257 New
RFA
704
Reilly Financial Advisors
California
$33K
TDC
705
Thompson Davis & Co
Virginia
$31K -$16K -123 -35%
PWM
706
Perigon Wealth Management
California
$31K
AssetMark Inc
707
AssetMark Inc
California
$29K -$4.67K -36 -14%
FHA
708
First Horizon Advisors
Tennessee
$28K +$1.43K +11 +5%
GBBWRPM
709
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$26K +$25.9K +200 New
IF
710
Ironwood Financial
Arizona
$25K
EA
711
Edge Advisors
Georgia
$23K
NFG
712
Next Financial Group
Texas
$23K
WEC
713
Winslow Evans & Crocker
Massachusetts
$22.6K
SWA
714
Sutton Wealth Advisors
Florida
$22.2K +$389 +3 +2%
HDIM
715
Hanson & Doremus Investment Management
Vermont
$22K +$10.6K +82 +100%
FMII
716
Farmers & Merchants Investments Inc
Nebraska
$22K +$13.4K +103 +172%
WPA
717
West Paces Advisors
Georgia
$21.3K
QCG
718
Quadrant Capital Group
Ohio
$21K
PCP
719
Proficio Capital Partners
Massachusetts
$21K +$908 +7 +5%
CBT
720
Capital Bank & Trust
California
$18K +$17.4K +134 New
DBT
721
Dubuque Bank & Trust
Iowa
$17K
MA
722
MUFG Americas
New York
$17K
MCM
723
Manchester Capital Management
Vermont
$16K
NA
724
NewEdge Advisors
Louisiana
$16K +$15.7K +121 New
FAM
725
Fred Alger Management
New York
$15K -$1.33M -10,266 -99%

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.