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1,498 hedge funds and large institutions have $90.4B invested in Intuit in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 601 increasing their positions, 549 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $849M

9% more repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 549

0.35% less ownership

Funds ownership: 83.59%83.24% (-0.35%)

4% less funds holding

Funds holding: 1,5541,498 (-56)

18% less funds holding in top 10

Funds holding in top 10: 6150 (-11)

20% less capital invested

Capital invested by funds: $113B → $90.4B (-$22.7B)

22% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 165

Holders
1,498
Holders Change
-56
Holders Change %
-3.6%
% of All Funds
25.24%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
0.84%
New
128
Increased
601
Reduced
549
Closed
165
Calls
$1.3B
Puts
$849M
Net Calls
+$454M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1026
North Star Investment Management
Illinois
$474K
PCA
1027
Pallas Capital Advisors
Massachusetts
$473K -$5.38K -13 -1%
WPC
1028
Wedmont Private Capital
Pennsylvania
$473K +$126K +305 +33%
DWT
1029
Dorsey & Whitney Trust
South Dakota
$472K +$67.9K +164 +15%
PFM
1030
Parsec Financial Management
North Carolina
$469K -$7.04K -17 -1%
FPAS
1031
Focus Partners Advisor Solutions
Missouri
$468K +$503K +1,214 New
SHFA
1032
SS&H Financial Advisors
Michigan
$466K
NRS
1033
Neville Rodie & Shaw
New York
$465K
GLA
1034
Great Lakes Advisors
Illinois
$464K -$58.8K -142 -11%
AWA
1035
Amplius Wealth Advisors
Pennsylvania
$464K +$57.6K +139 +13%
LWAC
1036
Laurel Wealth Advisors (California)
California
$463K -$26.9K -65 -5%
AFS
1037
Aft Forsyth & Sober
Florida
$463K
FHA
1038
Flagship Harbor Advisors
Massachusetts
$463K +$9.52K +23 +2%
RMCM
1039
Reynders McVeigh Capital Management
Massachusetts
$462K -$21.9K -53 -4%
ARG
1040
Advisory Resource Group
Oklahoma
$461K +$161K +388 +48%
ARMT
1041
Amica Retiree Medical Trust
Rhode Island
$460K -$155K -375 -24%
CIA
1042
Choate Investment Advisors
Massachusetts
$457K -$12.4K -30 -2%
CA
1043
CGN Advisors
Kansas
$457K
MWM
1044
Modera Wealth Management
New Jersey
$453K -$55.5K -134 -10%
TA
1045
Trellis Advisors
Washington
$451K +$4.55K +11 +0.9%
GWM
1046
Geneos Wealth Management
Colorado
$447K +$46K +111 +11%
WMA
1047
Wealth Management Associates
New Jersey
$443K
BG
1048
Bahl & Gaynor
Ohio
$443K
HFW
1049
Horizon Family Wealth
Illinois
$441K -$42.6K -103 -8%
CM
1050
Capula Management
Cayman Islands
$441K +$474K +1,144 New

INTU Hedge Fund Activity: Q2 2022 in Review

1,498 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2022, worth a combined $90.4B — down 20% from $113B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of INTU and 128 opened new positions — a net loss of 37 holders — while 549 trimmed existing stakes and 601 added.

The largest buyer was Morgan Stanley, adding an estimated $657M. The largest seller was BlackRock, cutting an estimated $740M.

  • 1,498 institutional investors held Intuit (INTU) as of Q2 2022, down from 1,554 in Q1 2022.
  • Funds reported $90.4B of Intuit stock for Q2 2022, down 20% quarter-over-quarter.
  • 128 funds opened new Intuit positions in Q2 2022 and 165 closed out, a net change of -37 holders.
  • The largest Intuit buyer in Q2 2022 was Morgan Stanley, an estimated $657M added.
  • The largest Intuit seller in Q2 2022 was BlackRock, an estimated $740M sold.

Based on aggregated 13F filings for Q2 2022.