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Intuit

1,333 hedge funds and large institutions have $88.8B invested in Intuit in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 536 increasing their positions, 471 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 82

14% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 471

2% more funds holding

Funds holding: 1,3111,333 (+22)

1% more call options, than puts

Call options by funds: $625M | Put options by funds: $616M

1% more capital invested

Capital invested by funds: $88.2B → $88.8B (+$613M)

0.34% more ownership

Funds ownership: 84.4%84.74% (+0.34%)

8% less funds holding in top 10

Funds holding in top 10: 5349 (-4)

Holders
1,333
Holders Change
+22
Holders Change %
+1.68%
% of All Funds
23.41%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.86%
New
117
Increased
536
Reduced
471
Closed
82
Calls
$625M
Puts
$616M
Net Calls
+$8.89M
Net Calls Change
+$65.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1176
Asset Dedication LLC
California
$144K -$82.8K -215 -36%
FPFS
1177
First Personal Financial Services
North Carolina
$144K
HI
1178
Harbour Investments
Wisconsin
$144K +$145K +376 New
SOW
1179
State of Wyoming
Wyoming
$141K +$141K +367 New
HR
1180
Howe & Rusling
New York
$138K -$9.63K -25 -6%
KFP
1181
KB Financial Partners
New Jersey
$138K +$139K +361 New
BWM
1182
BerganKDV Wealth Management
Minnesota
$134K -$13.5K -35 -9%
SPWG
1183
Sage Private Wealth Group
Illinois
$127K
TFS
1184
TrustCore Financial Services
Tennessee
$116K
RFA
1185
Reilly Financial Advisors
California
$114K -$5.01K -13 -4%
FPS
1186
Fieldpoint Private Securities
Connecticut
$111K -$54.3K -141 -33%
FFA
1187
Freedman Financial Associates
Massachusetts
$110K
RCA
1188
Ranch Capital Advisors
Florida
$107K
PB
1189
Pinnacle Bancorp
Nebraska
$105K
HWA
1190
Heritage Wealth Advisors
Virginia
$103K
CWM
1191
Cedar Wealth Management
California
$102K +$102K +266 New
FA
1192
Friess Associates
Delaware
$100K -$23.8M -61,838 -100%
SWA
1193
SOA Wealth Advisors
New York
$97K +$3.08K +8 +3%
HCP
1194
Hexagon Capital Partners
Arkansas
$90K +$10K +26 +12%
GRP
1195
Global Retirement Partners
California
$89K
PWM
1196
Prentice Wealth Management
New York
$88K +$88.6K +230 New
DAM
1197
Delta Asset Management
Tennessee
$87K +$87.8K +228 New
IAIM
1198
International Assets Investment Management
Florida
$86K
CWC
1199
Carolinas Wealth Consulting
North Carolina
$80K -$26.2K -68 -25%
ICM
1200
Islay Capital Management
Texas
$79K

INTU Hedge Fund Activity: Q1 2021 in Review

1,333 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2021, worth a combined $88.8B — up 0.7% from $88.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new INTU positions and 82 closed out — a net gain of 35 holders — while 536 added to existing stakes and 471 trimmed.

The largest buyer was BlackRock, adding an estimated $564M. The largest seller was Goldman Sachs, cutting an estimated $263M.

  • 1,333 institutional investors held Intuit (INTU) as of Q1 2021, up from 1,311 in Q4 2020.
  • Funds reported $88.8B of Intuit stock for Q1 2021, up 0.7% quarter-over-quarter.
  • 117 funds opened new Intuit positions in Q1 2021 and 82 closed out, a net change of +35 holders.
  • The largest Intuit buyer in Q1 2021 was BlackRock, an estimated $564M added.
  • The largest Intuit seller in Q1 2021 was Goldman Sachs, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2021.