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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
BCM
1201
Brookstone Capital Management
Illinois
$223K +$191K +440 New
CIP
1202
Convergence Investment Partners
Florida
$221K -$57.7K -133 -23%
FAN
1203
Financial Advisors Network
California
$221K +$195K +450 New
MSU
1204
Mizuho Securities USA
New York
$220K +$194K +448 New
MHR
1205
Matthew Hamilton Rosenberg
$217K +$6.5K +15 +4%
IWM
1206
IHT Wealth Management
Illinois
$217K +$192K +442 New
APA
1207
Allegiant Private Advisors
Florida
$216K +$191K +440 New
BIP
1208
Blueprint Investment Partners
North Carolina
$216K +$191K +441 New
GCA
1209
Gradient Capital Advisors
California
$215K +$190K +438 New
LFA
1210
Legacy Financial Advisors
Kentucky
$215K +$190K +439 New
RCS
1211
Retirement Capital Strategies
California
$213K +$188K +434 New
DMBA
1212
Deseret Mutual Benefit Administrators
Utah
$213K +$189K +435 New
HFA
1213
High Falls Advisors
New York
$212K +$187K +432 New
CHP
1214
Cable Hill Partners
Oregon
$211K +$187K +431 New
AssetMark Inc
1215
AssetMark Inc
California
$209K +$8.24K +19 +5%
JFGIW
1216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$208K -$19.1K -44 -9%
SB
1217
Sunflower Bank
Texas
$207K +$183K +423 New
CAM
1218
Carret Asset Management
New York
$202K +$179K +413 New
CANY
1219
Caxton Associates (New York)
New York
$202K +$179K +413 New
PFBT
1220
Parkside Financial Bank & Trust
Missouri
$201K +$3.04K +7 +2%
LW
1221
Linscomb Wealth
Texas
$201K +$178K +410 New
LC
1222
Lunia Capital
Texas
$201K +$178K +411 New
AWA
1223
Aaron Wealth Advisors
Illinois
$200K +$177K +409 New
LWP
1224
Legacy Wealth Planning
Nevada
$200K +$177K +409 New
HI
1225
Harbour Investments
Wisconsin
$198K +$11.7K +27 +7%

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.