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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
EFSCE
726
Enterprise Financial Services Corp (EFSC)
Missouri
$14K -$8.95K -69 -39%
PFGIA
727
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$14K +108 New
IUHSA
728
Itau Unibanco Holding S.A.
Brazil
$13K -$14.3K -110 -52%
TFO
729
Tarbox Family Office
California
$13K
BWA
730
Burt Wealth Advisors
Maryland
$12K
GRP
731
Global Retirement Partners
California
$11K
SBL
732
Sargent Bickham Lagudis
Colorado
$11K
KF
733
Krilogy Financial
Missouri
$11K +$11K +85 New
PG
734
Patten Group
Tennessee
$10K
BWA
735
BDO Wealth Advisors
Florida
$10K +$9.34K +72 New
ANBT
736
American National Bank & Trust
Texas
$7K
BL
737
Balentine LLC
Georgia
$6K
OFW
738
Omnia Family Wealth
Florida
$6K
CFA
739
Carroll Financial Associates
North Carolina
$5K -$1.43K -11 -20%
BWM
740
Baystate Wealth Management
Massachusetts
$5K
HWP
741
Hefty Wealth Partners
Indiana
$5K
MWM
742
MinichMacGregor Wealth Management
New York
$5K +$5.19K +40 New
ZB
743
Zions Bancorporation
Utah
$2K -$2.85K -22 -56%
CFD
744
Creative Financial Designs
Indiana
$2K
PVH
745
Psagot Value Holdings
Israel
$2K
SIC
746
Salem Investment Counselors
North Carolina
$2K +$1.82K +14 New
PFO
747
Pathstone Family Office
New Jersey
$1K -$8.04K -62 -87%
PMFA
748
Plante Moran Financial Advisors
Michigan
$1K
IWM
749
IHT Wealth Management
Illinois
$85
Artisan Partners
750
Artisan Partners
Wisconsin
-$100M -865,794 Closed

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.