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1,377 hedge funds and large institutions have $113B invested in Intuit in 2021 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 518 increasing their positions, 491 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 81

37% more funds holding in top 10

Funds holding in top 10: 4967 (+18)

27% more capital invested

Capital invested by funds: $88.8B → $113B (+$24.4B)

3% more funds holding

Funds holding: 1,3331,377 (+44)

5% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 491

0.19% less ownership

Funds ownership: 84.74%84.55% (-0.19%)

11% less call options, than puts

Call options by funds: $837M | Put options by funds: $946M

Holders
1,377
Holders Change
+44
Holders Change %
+3.3%
% of All Funds
23.97%
Holding in Top 10
67
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+36.73%
% of All Funds
1.17%
New
139
Increased
518
Reduced
491
Closed
81
Calls
$837M
Puts
$946M
Net Calls
-$109M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
SGA
51
Sustainable Growth Advisers
Connecticut
$388M +$60.2M +138,925 +21%
Morgan Stanley
52
Morgan Stanley
New York
$388M +$10M +23,130 +3%
DCP
53
DSM Capital Partners
Florida
$376M -$2.51M -5,789 -0.7%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$374M +$1.97M +4,533 +0.6%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$355M +$8.24M +19,006 +3%
TD Asset Management
56
TD Asset Management
Ontario, Canada
$336M -$25.4M -58,672 -8%
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$336M -$50.8M -117,111 -15%
FAM
58
Fred Alger Management
New York
$335M -$11.7M -26,995 -4%
CGI
59
Comgest Global Investors
France
$322M +$34.9M +80,378 +14%
Capital Research Global Investors
60
Capital Research Global Investors
California
$311M -$102M -234,253 -27%
CS
61
Credit Suisse
Switzerland
$299M -$39M -89,855 -13%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$293M -$3.73M -8,612 -1%
EVM
63
Eaton Vance Management
Massachusetts
$284M +$4.47M +10,312 +2%
FAM
64
Foxhaven Asset Management
Virginia
$265M -$11.8M -27,319 -5%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$261M +$784K +1,807 +0.3%
AQR Capital Management
66
AQR Capital Management
Connecticut
$257M -$94.6M -218,257 -29%
Fayez Sarofim & Co
67
Fayez Sarofim & Co
Texas
$255M +$8.09M +18,655 +4%
Lazard Asset Management
68
Lazard Asset Management
New York
$254M -$20M -46,026 -8%
KBC Group
69
KBC Group
Belgium
$250M +$3.87M +8,914 +2%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$250M -$2.69M -6,193 -1%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$243M +$29.6M +68,185 +16%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$238M -$12.9M -29,803 -6%
PAMU
73
Pictet Asset Management (UK)
United Kingdom
$229M -$87.7M -202,287 -30%
SC
74
Saturna Capital
Washington
$227M +$88.9K +205 +0%
ACM
75
Atlanta Capital Management
Georgia
$225M -$3.45M -7,960 -2%

INTU Hedge Fund Activity: Q2 2021 in Review

1,377 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2021, worth a combined $113B — up 27% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new INTU positions and 81 closed out — a net gain of 58 holders — while 518 added to existing stakes and 491 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $553M. The largest seller was VOYA Investment Management, cutting an estimated $197M.

  • 1,377 institutional investors held Intuit (INTU) as of Q2 2021, up from 1,333 in Q1 2021.
  • Funds reported $113B of Intuit stock for Q2 2021, up 27% quarter-over-quarter.
  • 139 funds opened new Intuit positions in Q2 2021 and 81 closed out, a net change of +58 holders.
  • The largest Intuit buyer in Q2 2021 was Fidelity Investments, an estimated $553M added.
  • The largest Intuit seller in Q2 2021 was VOYA Investment Management, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2021.