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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
LWA
826
Lenox Wealth Advisors
New York
$20K -$5.95K -31 -24%
BWA
827
Burt Wealth Advisors
Maryland
$20K
FHA
828
Flagship Harbor Advisors
Massachusetts
$20K +$19.2K +100 New
GFP
829
Gryphon Financial Partners
Ohio
$19K
WF
830
WealthTrust Fairport
Ohio
$18K
MYIA
831
Mount Yale Investment Advisors
Colorado
$17K -$192 -1 -1%
SIC
832
Salem Investment Counselors
North Carolina
$17K
SBL
833
Sargent Bickham Lagudis
Colorado
$17K
FQ
834
First Quadrant
California
$16K -$767 -4 -5%
RFWA
835
RPg Family Wealth Advisory
Massachusetts
$15.9K +$15K +78 New
BWA
836
BDO Wealth Advisors
Florida
$15K
GRP
837
Global Retirement Partners
California
$15K
PG
838
Patten Group
Tennessee
$15K
TSW
839
Thompson Siegel & Walmsley
Virginia
$12K -$66.7K -348 -86%
MCM
840
Mainstay Capital Management
Michigan
$12K
ACS
841
Archford Capital Strategies
Illinois
$11K
JFGIW
842
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K
TF
843
Tompkins Financial
New York
$11K +$10.2K +53 New
IP
844
Intellectus Partners
California
$10K
SMFS
845
Squar Milner Financial Services
California
$10K +$9.59K +50 New
CFD
846
Creative Financial Designs
Indiana
$9K
CI
847
CX Institutional
Indiana
$9K +$8.44K +44 New
BWM
848
Baystate Wealth Management
Massachusetts
$8K
MWM
849
MinichMacGregor Wealth Management
New York
$8K
CFC
850
Coyle Financial Counsel
Illinois
$8K +$7.48K +39 New

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.