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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
IDA
1051
Intelligence Driven Advisers
California
$380K +$336K +776 New
RFM
1052
Royal Fund Management
Florida
$379K
HFM
1053
Harvest Fund Management
China
$379K +$29.5K +68 +10%
FBA
1054
Front Barnett Associates
Illinois
$377K +$334K +770 New
PL
1055
Plancorp LLC
Missouri
$374K -$2.6K -6 -0.8%
PCM
1056
Prelude Capital Management
New York
$372K -$1.85M -4,264 -85%
OCM
1057
Orchard Capital Management
Illinois
$372K
MS
1058
Maven Securities
Jersey
$372K +$329K +758 New
SCM
1059
Southport Capital Management
Tennessee
$372K +$329K +759 New
GCP
1060
Gill Capital Partners
Colorado
$368K
PCS
1061
Personal CFO Solutions
New Jersey
$367K +$30.4K +70 +10%
KPCM
1062
Kings Point Capital Management
New York
$365K
CAM
1063
Concorde Asset Management
Michigan
$360K -$35.1K -81 -10%
FLPIM
1064
F.L. Putnam Investment Management
Massachusetts
$360K
CI
1065
CX Institutional
Indiana
$360K +$66.3K +153 +26%
JAFL
1066
Jay A. Fishman Ltd
Michigan
$359K +$317K +732 New
EDRH
1067
Edmond de Rothschild Holding
Switzerland
$358K
MRG
1068
Milestone Resources Group
British Virgin Islands
$358K +$317K +730 New
TFF
1069
The Family Firm
Maryland
$356K +$434 +1 +0.1%
MA
1070
MONECO Advisors
Connecticut
$355K
EI
1071
Ellevest Inc
New York
$355K +$73.7K +170 +31%
SF
1072
Symphony Financial
Texas
$354K -$6.07K -14 -2%
AF
1073
Advisornet Financial
Minnesota
$353K +$11.3K +26 +4%
HPWM
1074
Highland Private Wealth Management
Washington
$351K +$4.77K +11 +2%
LJAC
1075
L.J. Altfest & Co
New York
$349K +$43.4K +100 +16%

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.