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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
FA
1226
Fortis Advisors
Pennsylvania
$196K
ALAM
1227
Asahi Life Asset Management
Japan
$196K +$173K +400 New
AWM
1228
Atticus Wealth Management
Florida
$195K
LC
1229
Lindbrook Capital
California
$195K +$4.77K +11 +3%
AWA
1230
Arkadios Wealth Advisors
Georgia
$189K -$102K -235 -38%
CFA
1231
Carroll Financial Associates
North Carolina
$185K -$166K -383 -50%
FPFS
1232
First Personal Financial Services
North Carolina
$184K
SWA
1233
SOA Wealth Advisors
New York
$184K +$52.5K +121 +47%
TFS
1234
TrustCore Financial Services
Tennessee
$183K +$29.9K +69 +23%
HR
1235
Howe & Rusling
New York
$176K
CFO
1236
CVA Family Office
Colorado
$175K +$68.5K +158 +80%
BWM
1237
BerganKDV Wealth Management
Minnesota
$171K
PWM
1238
Prentice Wealth Management
New York
$168K +$49K +113 +49%
SPWG
1239
Sage Private Wealth Group
Illinois
$163K
FPS
1240
Fieldpoint Private Securities
Connecticut
$156K +$2.6K +6 +2%
RFA
1241
Reilly Financial Advisors
California
$146K
KFP
1242
KB Financial Partners
New Jersey
$143K -$29.9K -69 -19%
CWM
1243
Cedar Wealth Management
California
$142K +$10.4K +24 +9%
MPWT
1244
MassMutual Private Wealth & Trust
Connecticut
$142K +$37.3K +86 +42%
FFA
1245
Freedman Financial Associates
Massachusetts
$141K
RCA
1246
Ranch Capital Advisors
Florida
$137K
PB
1247
Pinnacle Bancorp
Nebraska
$134K
HWA
1248
Heritage Wealth Advisors
Virginia
$131K
CC
1249
Corsicana & Co
Texas
$130K +$115K +265 New
DFCM
1250
Dark Forest Capital Management
Puerto Rico
$126K +$111K +257 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.