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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
WCF
1001
West Coast Financial
California
$449K +$434 +1 +0.1%
FCH
1002
Freestone Capital Holdings
Washington
$449K +$2.17K +5 +0.5%
OQS
1003
Occudo Quantitative Strategies
Florida
$442K +$391K +901 New
BG
1004
Bellevue Group
Switzerland
$441K
SACTSONJ
1005
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$441K
DA
1006
DCM Advisors
New York
$441K +$86.7K +200 +29%
WSTAM
1007
Wilbanks Smith & Thomas Asset Management
Virginia
$441K +$151K +349 +63%
KIA
1008
KCM Investment Advisors
California
$440K
MFG
1009
Magnus Financial Group
New York
$440K +$3.04K +7 +0.8%
PGIM
1010
Pacific Global Investment Management
California
$438K -$79.3K -183 -17%
IAN
1011
Integrated Advisors Network
Texas
$438K +$22.5K +52 +6%
BFA
1012
Bragg Financial Advisors
North Carolina
$433K
WAG
1013
Winthrop Advisory Group
Massachusetts
$432K -$5.64K -13 -1%
RPWA
1014
Regent Peak Wealth Advisors
Georgia
$432K +$22.5K +52 +7%
CICI
1015
Capital Investment Counsel Inc
North Carolina
$429K
HB
1016
Homrich & Berg
Georgia
$428K -$1.73K -4 -0.5%
FHA
1017
Flagship Harbor Advisors
Massachusetts
$428K +$21.2K +49 +6%
EN1L
1018
Engine No 1 LLC
California
$426K +$377K +869 New
DIS
1019
Diversified Investment Strategies
Louisiana
$422K
SP
1020
Successful Portfolios
Florida
$422K +$14.7K +34 +4%
CIA
1021
Choate Investment Advisors
Massachusetts
$418K +$369K +852 New
SC
1022
Scotia Capital
Ontario, Canada
$416K +$42.5K +98 +13%
BS
1023
Boenning & Scattergood
Pennsylvania
$415K
PS
1024
Planned Solutions
California
$408K
HZ
1025
Hixon Zuercher
Ohio
$407K

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.