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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
ADL
776
Asset Dedication LLC
California
$106K +$7.86K +41 +8%
MA
777
MUFG Americas
New York
$102K
TL
778
TrueWealth LLC
Georgia
$101K
CAW
779
Cornerstone Advisors (Washington)
Washington
$95K +$2.3K +12 +3%
LFA
780
Legacy Financial Advisors
Kentucky
$90K -$33.2K -173 -29%
FHA
781
First Horizon Advisors
Tennessee
$90K -$1.53K -8 -2%
YWP
782
YorkBridge Wealth Partners
New York
$87K
CF
783
Centaurus Financial
California
$86K +$80.4K +419 New
FAM
784
Fred Alger Management
New York
$85K +$38.4K +200 +93%
Parallax Volatility Advisers
785
Parallax Volatility Advisers
California
$83K -$4.94M -25,778 -98%
Carson Wealth (CWM LLC)
786
Carson Wealth (CWM LLC)
Nebraska
$82K -$14.6K -76 -16%
FGAM
787
Financial Gravity Asset Management
Texas
$78K -$2.49K -13 -3%
LNB
788
Ledyard National Bank
$77K +$575 +3 +0.8%
SQA
789
Simon Quick Advisors
New Jersey
$76K -$71.9K -375 -50%
VCM
790
Versant Capital Management
Arizona
$72K
Capstone Investment Advisors
791
Capstone Investment Advisors
New York
$70K +$66.2K +345 New
BWM
792
BerganKDV Wealth Management
Minnesota
$69K +$64.4K +336 New
KTC
793
Kistler-Tiffany Companies
Pennsylvania
$67K
QAM
794
QCI Asset Management
New York
$65K
MDCM
795
Morgan Dempsey Capital Management
Wisconsin
$64K -$15.9K -83 -21%
SFSIG
796
San Francisco Sentry Investment Group
California
$64K
JWM
797
Janiczek Wealth Management
Colorado
$61K +$57.5K +300 New
RFA
798
Reilly Financial Advisors
California
$60K
FC
799
Ferris Capital
Massachusetts
$59K
GAM
800
Gemmer Asset Management
California
$56K

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.