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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
SPC
1101
Sigma Planning Corp
Michigan
$319K -$50.3K -116 -15%
LWMM
1102
Legacy Wealth Management (Mississippi)
Mississippi
$319K
FWM
1103
Frontier Wealth Management
Missouri
$318K -$8.67K -20 -3%
JSC
1104
Jackson Square Capital
California
$318K +$281K +649 New
VWM
1105
Vigilare Wealth Management
Arizona
$317K -$26K -60 -8%
HFAS
1106
Hummer Financial Advisory Services
Illinois
$314K
VBFP
1107
Valtinson Bruner Financial Planning
Minnesota
$314K
VAM
1108
Verity Asset Management
North Carolina
$312K +$6.5K +15 +2%
MC
1109
Moors & Cabot
Massachusetts
$311K -$1.73K -4 -0.6%
ADL
1110
Asset Dedication LLC
California
$310K +$111K +257 +68%
KFS
1111
Kurt F. Somerville
$309K
MA
1112
MJP Associates
Connecticut
$307K -$22.5K -52 -8%
AC
1113
Abbrea Capital
California
$307K
WFA
1114
Wade Financial Advisory
California
$307K +$1.73K +4 +0.6%
RIG
1115
RiverFront Investment Group
Virginia
$307K +$17.3K +40 +7%
JF
1116
Jump Financial
Illinois
$305K -$494K -1,140 -65%
TNBTD
1117
Trustmark National Bank Trust Department
Mississippi
$305K
SIM
1118
Sonora Investment Management
Arizona
$304K -$1.73K -4 -0.6%
FANJ
1119
Financial Architects (New Jersey)
New Jersey
$302K
CRC
1120
Curi RMB Capital
Illinois
$300K -$108K -249 -29%
GTCM
1121
Gyon Technologies Capital Management
New Jersey
$300K +$266K +613 New
CNB
1122
Camden National Bank
Maine
$298K -$170K -393 -39%
ESB
1123
Essex Savings Bank
Connecticut
$298K +$22.5K +52 +8%
PFS
1124
Prospera Financial Services
Texas
$297K -$205K -473 -44%
TH
1125
TCTC Holdings
Texas
$297K

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.