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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
VIA
701
Vident Investment Advisory
Georgia
$263K +$247K +1,289 New
SFM
702
Signet Financial Management
New Jersey
$262K -$28.6K -149 -10%
WIP
703
Wellesley Investment Partners
Massachusetts
$261K
LOAMS
704
Lombard Odier Asset Management (Switzerland)
Switzerland
$260K -$886K -4,618 -78%
BC
705
Burney Company
Virginia
$260K +$9.59K +50 +4%
CWA
706
Clarus Wealth Advisors
Arizona
$258K
NSIM
707
North Star Investment Management
Illinois
$257K
SC
708
SouthState Corp
Florida
$255K -$28.8K -150 -11%
LSAG
709
Lake Street Advisors Group
New Hampshire
$249K -$18.8K -98 -7%
CL
710
CIM LLC
New York
$248K +$233K +1,213 New
AHB
711
Abner Herrman & Brock
New Jersey
$244K
TA
712
Trellis Advisors
Washington
$242K -$19.4K -101 -8%
CPH
713
C Partners Holding
Switzerland
$241K -$27.6K -144 -11%
DIS
714
Diversified Investment Strategies
Louisiana
$240K
IA
715
Independence Advisors
Pennsylvania
$239K
PFPT
716
Pinnacle Financial Partners (Tennessee)
Tennessee
$238K +$224K +1,166 New
PGIM
717
Pacific Global Investment Management
California
$237K +$384 +2 +0.2%
BTNA
718
Bremer Trust National Association
Minnesota
$236K +$222K +1,155 New
SC
719
Scotia Capital
Ontario, Canada
$236K +$264K +1,375 New
ARMT
720
Amica Retiree Medical Trust
Rhode Island
$232K
AF
721
Advisornet Financial
Minnesota
$232K +$6.9K +36 +3%
GWM
722
Geneos Wealth Management
Colorado
$229K -$13.4K -70 -6%
Fisher Asset Management
723
Fisher Asset Management
Washington
$227K -$205K -1,070 -49%
MCM
724
MAI Capital Management
Ohio
$223K +$209K +1,091 New
ATC
725
Argent Trust Co
Tennessee
$223K +$211K +1,098 New

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.