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Intuit

1,377 hedge funds and large institutions have $113B invested in Intuit in 2021 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 518 increasing their positions, 491 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 81

37% more funds holding in top 10

Funds holding in top 10: 4967 (+18)

27% more capital invested

Capital invested by funds: $88.8B → $113B (+$24.4B)

3% more funds holding

Funds holding: 1,3331,377 (+44)

5% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 491

0.19% less ownership

Funds ownership: 84.74%84.55% (-0.19%)

11% less call options, than puts

Call options by funds: $837M | Put options by funds: $946M

Holders
1,377
Holders Change
+44
Holders Change %
+3.3%
% of All Funds
23.97%
Holding in Top 10
67
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+36.73%
% of All Funds
1.17%
New
139
Increased
518
Reduced
491
Closed
81
Calls
$837M
Puts
$946M
Net Calls
-$109M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
976
Samalin Investment Counsel
New York
$489K +$434 +1 +0.1%
AWS
977
AJ Wealth Strategies
New York
$482K
VPI
978
Value Partners Investments
Manitoba, Canada
$481K +$59K +136 +16%
IB
979
Intrust Bank
Kansas
$476K +$8.24K +19 +2%
EWM
980
Evercore Wealth Management
New York
$474K -$164K -379 -28%
SS
981
Simplicity Solutions
Minnesota
$474K +$58.5K +135 +16%
LFAS
982
Level Four Advisory Services
Texas
$473K -$136K -314 -25%
OC
983
Oakworth Capital
Alabama
$470K +$12.1K +28 +3%
JWM
984
Jackson Wealth Management
Florida
$467K +$413K +952 New
LSA
985
Leonteq Securities AG
Switzerland
$467K +$434 +1 +0.1%
FNBT
986
FineMark National Bank & Trust
Florida
$466K +$867 +2 +0.2%
QCM
987
Quest Capital Management
Texas
$464K -$867 -2 -0.2%
Fisher Asset Management
988
Fisher Asset Management
Washington
$461K -$213K -491 -34%
GDP
989
Great Diamond Partners
Maine
$460K +$7.8K +18 +2%
KP
990
Keel Point
Alabama
$458K +$11.7K +27 +3%
CQS
991
Credential Qtrade Securities
$458K +$201K +464 +99%
OIS
992
Okabena Investment Services
Minnesota
$457K +$405K +933 New
PI
993
PEAK6 Investments
Illinois
$455K -$11.9M -27,414 -97%
WANY
994
Wealthspire Advisors (New York)
New York
$454K -$1.25M -2,885 -76%
AHB
995
Abner Herrman & Brock
New Jersey
$454K -$1.06M -2,435 -72%
NIMI
996
Natixis Investment Managers International
France
$454K -$10.4K -24 -3%
SYBT
997
Stock Yards Bank & Trust
Kentucky
$453K -$163K -375 -29%
WA
998
Wealthstar Advisors
Texas
$453K +$401K +925 New
WA
999
Wealth Alliance
New York
$452K +$62K +143 +18%
PCM
1000
Penserra Capital Management
California
$452K +$124K +287 +45%

INTU Hedge Fund Activity: Q2 2021 in Review

1,377 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2021, worth a combined $113B — up 27% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new INTU positions and 81 closed out — a net gain of 58 holders — while 518 added to existing stakes and 491 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $553M. The largest seller was VOYA Investment Management, cutting an estimated $197M.

  • 1,377 institutional investors held Intuit (INTU) as of Q2 2021, up from 1,333 in Q1 2021.
  • Funds reported $113B of Intuit stock for Q2 2021, up 27% quarter-over-quarter.
  • 139 funds opened new Intuit positions in Q2 2021 and 81 closed out, a net change of +58 holders.
  • The largest Intuit buyer in Q2 2021 was Fidelity Investments, an estimated $553M added.
  • The largest Intuit seller in Q2 2021 was VOYA Investment Management, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2021.