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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
SSB
751
Sandy Spring Bank
Maryland
$186K -$114K -595 -40%
NC
752
NewSquare Capital
Pennsylvania
$185K +$165K +860 New
PFA
753
Pathway Financial Advisors
Vermont
$178K
C
754
Cerebellum
California
$176K +$166K +863 New
AAP
755
Arax Advisory Partners
Colorado
$171K +$575 +3 +0.4%
OIA
756
OneDigital Investment Advisors
Kansas
$168K -$15.5K -81 -9%
HFM
757
Harvest Fund Management
China
$167K
SIAS
758
Shine Investment Advisory Services
Colorado
$166K +$1.53K +8 +1%
AF
759
Arrow Financial
New York
$165K
ABA
760
American Beacon Advisors
Texas
$162K
MCM
761
MV Capital Management
Maryland
$157K +$767 +4 +0.5%
PGWM
762
Parisi Gray Wealth Management
New Jersey
$153K
GLI
763
Guardian Life Insurance
New York
$137K +$21.5K +112 +20%
ST
764
Smithfield Trust
Pennsylvania
$136K
SLF
765
Sun Life Financial
Ontario, Canada
$135K +$89.8K +468 +244%
CLOS
766
Compagnie Lombard Odier SCmA
Switzerland
$135K +$127K +663 New
JA
767
JOYN Advisors
Georgia
$131K -$19.8K -103 -14%
VCM
768
Vigilant Capital Management
Maine
$128K -$19.2K -100 -14%
MSA
769
Marino Stram & Associates
Massachusetts
$127K +$384 +2 +0.3%
FANJ
770
Financial Architects (New Jersey)
New Jersey
$126K +$3.26K +17 +3%
FPFS
771
First Personal Financial Services
North Carolina
$124K -$10.9K -57 -9%
Qube Research & Technologies (QRT)
772
Qube Research & Technologies (QRT)
United Kingdom
$124K +$71.5K +373 +160%
FL
773
Fort LP
Maryland
$120K +$113K +589 New
PFBT
774
Parkside Financial Bank & Trust
Missouri
$118K +$1.92K +10 +2%
MUS
775
Mitsubishi UFJ Securities
Japan
$114K

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.