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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
IC
1151
Inverness Counsel
New York
$273K +$242K +557 New
FPA
1152
First Pacific Advisors
California
$272K
CG
1153
Corundum Group
Colorado
$271K -$30.8K -71 -11%
NERM
1154
New England Research & Management
Illinois
$270K
CAL
1155
Capital Advisors Ltd
Ohio
$270K +$238K +550 New
JWM
1156
Janiczek Wealth Management
Colorado
$268K +$42.9K +99 +22%
MAM
1157
McLean Asset Management
Virginia
$263K +$3.9K +9 +2%
RTC
1158
Riverview Trust Company
Washington
$261K
GL
1159
Graypoint LLC
New York
$260K +$230K +531 New
DLA
1160
Douglas Lane & Associates
New York
$259K -$13K -30 -5%
SF
1161
Synovus Financial
Georgia
$259K +$230K +531 New
LIM
1162
Leavell Investment Management
Alabama
$258K
MSR
1163
Main Street Research
Connecticut
$258K +$228K +525 New
DDC
1164
DF Dent & Co
Maryland
$258K +$229K +527 New
SIM
1165
SSI Investment Management
California
$256K
MFG
1166
Merit Financial Group
Georgia
$256K +$226K +522 New
IFG
1167
Independent Financial Group
California
$252K +$223K +514 New
MAM
1168
Marotta Asset Management
Virginia
$251K +$222K +512 New
MAM
1169
Magellan Asset Management
Australia
$251K -$83.7K -193 -27%
PA
1170
Procyon Advisors
Connecticut
$250K +$221K +510 New
VF
1171
Virtu Financial
New York
$249K +$220K +508 New
EFS
1172
Essex Financial Services
Connecticut
$248K
MW
1173
Marcum Wealth
Ohio
$248K +$219K +505 New
MPW
1174
MA Private Wealth
California
$247K +$219K +504 New
GIA
1175
Guyasuta Investment Advisors
Pennsylvania
$245K +$217K +500 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.