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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
HHGA
1076
Halbert Hargrove Global Advisors
California
$348K -$14.7K -34 -5%
JAG
1077
Journey Advisory Group
Kentucky
$348K +$21.2K +49 +7%
OCM
1078
One Capital Management
California
$345K +$26.9K +62 +10%
WFI
1079
West Family Investments
California
$344K +$304K +702 New
MBTD
1080
Mechanics Bank - Trust Department
California
$343K -$20.4K -47 -6%
NFSG
1081
Newbridge Financial Services Group
Florida
$343K -$6.5K -15 -2%
AP
1082
Americana Partners
Texas
$343K
FSC
1083
Full Sail Capital
Oklahoma
$343K
JPG
1084
Jordan Park Group
California
$343K +$304K +700 New
CIM
1085
Contravisory Investment Management
Massachusetts
$342K
OA
1086
Oxbow Advisors
Texas
$342K
BWP
1087
Bernardo Wealth Planning
Pennsylvania
$340K
JF
1088
JSF Financial
California
$336K -$19.5K -45 -6%
LIA
1089
LS Investment Advisors
Michigan
$331K -$1.66M -3,838 -85%
JGUA
1090
John G. Ullman & Associates
New York
$331K
AWM
1091
Aevitas Wealth Management
Massachusetts
$331K +$434 +1 +0.1%
SLT
1092
St Louis Trust
Missouri
$330K
GLLW
1093
Graves Light Lenhart Wealth
Virginia
$327K -$217K -500 -43%
GA
1094
Geller Advisors
New York
$326K -$867 -2 -0.3%
CWM
1095
Concentrum Wealth Management
California
$326K
YMRC
1096
Yorktown Management & Research Company
Virginia
$324K
TSS
1097
Two Sigma Securities
New York
$324K +$287K +661 New
CBFP
1098
Cedar Brook Financial Partners
Ohio
$323K +$6.5K +15 +2%
WKWM
1099
Walter & Keenan Wealth Management
Indiana
$322K
TFO
1100
Tarbox Family Office
California
$320K +$1.3K +3 +0.5%

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.