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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
RCC
851
Red Cedar Capital
Nebraska
$6K
PW
852
Price Wealth
Texas
$6K +$5.95K +31 New
SMG
853
Spectrum Management Group
Indiana
$5K
TJHA
854
Thomas J. Herzfeld Advisors
Florida
$5K +$4.99K +26 New
GWS
855
Glassman Wealth Services
Virginia
$4K -$384 -2 -10%
RWP
856
RWA Wealth Partners
Massachusetts
$4K
OC
857
Oakworth Capital
Alabama
$4K +$2.88K +15 +300%
ClearBridge Investments
858
ClearBridge Investments
New York
$4K +$4.22K +22 New
VNA
859
Valley National Advisers
Pennsylvania
$4K +$4.22K +22 New
OFW
860
Omnia Family Wealth
Florida
$3K
THWM
861
Taylor Hoffman Wealth Management
Virginia
$3K
AC
862
Avestar Capital
New York
$3K +$575 +3 +14%
AF
863
Allworth Financial
California
$3K +$2.49K +13 +1,300%
CB
864
CNB Bank
Pennsylvania
$3K +$2.69K +14 New
CHP
865
Cable Hill Partners
Oregon
$3K +$3.26K +17 New
CIA
866
CSat Investment Advisory
Michigan
$3K +$3.26K +17 New
AIL
867
AGF Investments LLC
Ontario, Canada
$2.77K +$1.68M +8,766 +182%
DAM
868
Delta Asset Management
Tennessee
$2K +$1.73K +9 New
CFA
869
Carroll Financial Associates
North Carolina
$1K -$5.56K -29 -78%
KL
870
KWMG LLC
Kansas
$1K +$959 +5 New
MPWT
871
MassMutual Private Wealth & Trust
Connecticut
$613 +$575 +3 New
ED
872
Exane Derivatives
France
$407 -$7.48K -39 -95%
EMG
873
ETF Managers Group
New Jersey
$102 -$5.18K -27 -4%
FRA
874
Front Row Advisors
California
$64 +$4.22K +22 +8%
SFA
875
Sequoia Financial Advisors
Ohio
-$11.7M -67,389 Closed

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.