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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
LB
1026
Legacy Bridge
Iowa
$407K
IFS
1027
Ifrah Financial Services
Arkansas
$407K +$6.5K +15 +2%
Carson Wealth (CWM LLC)
1028
Carson Wealth (CWM LLC)
Nebraska
$404K
RMC
1029
Resources Management Corp
Connecticut
$404K
TCM
1030
Tufton Capital Management
Maryland
$404K +$93.2K +215 +35%
AF
1031
Arrow Financial
New York
$397K
CS
1032
Comerica Securities
Michigan
$396K +$18.6K +43 +6%
BC
1033
Bartlett & Co
Ohio
$395K
BCWM
1034
Bartlett & Co Wealth Management
Ohio
$395K
CWP
1035
Curated Wealth Partners
California
$393K -$6.5K -15 -2%
ECM
1036
Elgethun Capital Management
South Dakota
$393K +$434 +1 +0.1%
MIAS
1037
Mason Investment Advisory Services
Virginia
$392K
SCM
1038
Schnieders Capital Management
California
$392K -$86.7K -200 -20%
DWT
1039
Dorsey & Whitney Trust
South Dakota
$392K -$18.2K -42 -5%
BOC
1040
Barbara Oil Co
Illinois
$392K
HCA
1041
Horan Capital Advisors
Ohio
$392K
BLAM
1042
Bourne Lent Asset Management
New York
$392K +$434 +1 +0.1%
BCA
1043
Berman Capital Advisors
Georgia
$392K +$59K +136 +20%
NFG
1044
Nations Financial Group
Iowa
$392K +$346K +799 New
DA
1045
DSC Advisors
Illinois
$391K -$163K -377 -32%
VC
1046
Veery Capital
Delaware
$390K
JBA
1047
Johnson Bixby & Associates
Washington
$386K
CFB
1048
Cullen/Frost Bankers
Texas
$380K +$15.2K +35 +5%
TPWA
1049
TRUE Private Wealth Advisors
Oregon
$380K +$68.1K +157 +25%
BWA
1050
BlueSky Wealth Advisors
North Carolina
$380K +$327K +755 New

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.