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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
RFM
726
Royal Fund Management
Florida
$222K +$95.9K +500 +85%
MA
727
Mutual Advisors
Nebraska
$219K +$206K +1,072 New
VAM
728
Visionary Asset Management
Texas
$218K +$205K +1,068 New
NRS
729
Neville Rodie & Shaw
New York
$218K +$205K +1,069 New
CIA
730
Capital Investment Advisors
Georgia
$217K +$204K +1,064 New
GAMC
731
Garner Asset Management Corp
Texas
$216K +$202K +1,055 New
WAM
732
Weatherly Asset Management
California
$216K +$203K +1,057 New
OWA
733
One Wealth Advisors
California
$215K +$202K +1,052 New
BS
734
Boenning & Scattergood
Pennsylvania
$214K +$201K +1,046 New
CRC
735
Curi RMB Capital
Illinois
$214K +$201K +1,049 New
SBSB
736
Sullivan, Bruyette, Speros & Blaney
Virginia
$213K +$200K +1,041 New
GAG
737
GM Advisory Group
New York
$213K +$200K +1,045 New
RCAG
738
Rehmann Capital Advisory Group
Michigan
$213K +$16.1K +84 +9%
FMT
739
First Mercantile Trust
Tennessee
$212K -$53.1K -277 -21%
WCF
740
West Coast Financial
California
$211K +$198K +1,031 New
BFA
741
Bragg Financial Advisors
North Carolina
$211K +$198K +1,034 New
PVH
742
Psagot Value Holdings
Israel
$207K +$192K +1,000 +6,667%
CIC
743
Carnegie Investment Counsel
Ohio
$205K +$187K +975 New
CL
744
CPWM LLC
Washington
$204K +$191K +997 New
CPO
745
Cerity Partners OCIO
New York
$204K +$192K +1,000 New
RC
746
RBF Capital
California
$204K +$192K +1,000 New
SLT
747
St Louis Trust
Missouri
$204K +$192K +1,000 New
HHGA
748
Halbert Hargrove Global Advisors
California
$203K +$190K +993 New
BP
749
Ballentine Partners
Massachusetts
$200K +$188K +980 New
SWM
750
SeaCrest Wealth Management
New York
$199K -$36.2K -189 -16%

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.