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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
SFG
1126
Sather Financial Group
Texas
$296K
GBT
1127
Grove Bank & Trust
Florida
$295K -$3.04K -7 -1%
NDSI
1128
Newman Dignan & Sheerar Inc
Rhode Island
$295K +$867 +2 +0.3%
WA
1129
Waverly Advisors
Alabama
$295K +$236K +544 New
CAM
1130
Columbia Asset Management
Michigan
$294K
ECAM
1131
East Coast Asset Management
Massachusetts
$294K
RP
1132
Reinhart Partners
Wisconsin
$294K
SAMT
1133
Select Asset Management & Trust
Pennsylvania
$294K
WMC
1134
Westwood Management Corporation
Illinois
$294K
PP
1135
Palladium Partners
Virginia
$294K +$434 +1 +0.2%
WPW
1136
Waldron Private Wealth
Pennsylvania
$293K +$259K +598 New
BL
1137
Balentine LLC
Georgia
$292K +$258K +596 New
FCA
1138
FinTrust Capital Advisors
South Carolina
$285K -$1.73K -4 -0.7%
SICM
1139
Sustainable Insight Capital Management
New York
$285K +$7.37K +17 +3%
ACM
1140
Advisors Capital Management
New Jersey
$284K -$17.8K -41 -7%
JFA
1141
Johanson Financial Advisors
California
$284K
RWA
1142
Redhawk Wealth Advisors
Minnesota
$283K -$22.5K -52 -8%
EBA
1143
Eagle Bay Advisors
New York
$283K +$245K +566 New
CMA
1144
Cedar Mountain Advisors
Oregon
$282K +$434 +1 +0.2%
LF
1145
LifeSteps Financial
California
$282K +$9.11K +21 +4%
PGFC
1146
Peapack-Gladstone Financial Corp
New Jersey
$279K -$2.17K -5 -0.9%
CCA
1147
Childress Capital Advisors
Texas
$277K +$8.67K +20 +4%
AIL
1148
AGF Investments LLC
Ontario, Canada
$276K +$8.24K +19 +3%
PAA
1149
Peregrine Asset Advisers
Oregon
$273K
AIC
1150
Argus Investors Counsel
New York
$273K +$242K +557 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.