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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
GRP
1251
Global Retirement Partners
California
$124K +$9.11K +21 +9%
SFSIG
1252
San Francisco Sentry Investment Group
California
$123K -$86.7K -200 -44%
HCP
1253
Hexagon Capital Partners
Arkansas
$117K +$1.3K +3 +1%
AS
1254
Altshuler Shaham
Israel
$116K +$32.5K +75 +46%
DAM
1255
Delta Asset Management
Tennessee
$112K
GCGDR
1256
Geo Capital Gestora de Recursos
Brazil
$112K +$13K +30 +15%
Jones Financial Companies
1257
Jones Financial Companies
Missouri
$107K +$17.8K +41 +23%
GWS
1258
Glassman Wealth Services
Virginia
$101K +$7.8K +18 +10%
TFA
1259
Toth Financial Advisory
Virginia
$101K +$88.9K +205 New
ICM
1260
Islay Capital Management
Texas
$100K
JGIA
1261
Jackson Grant Investment Advisers
Connecticut
$100K
WT
1262
Washington Trust
Rhode Island
$100K +$8.24K +19 +10%
NR
1263
Newfound Research
Massachusetts
$98K -$2.17K -5 -2%
TI
1264
Truehand Inc
New Hampshire
$98K
BCM
1265
Birch Capital Management
Texas
$97K
VCM
1266
Versant Capital Management
Arizona
$95K -$2.6K -6 -3%
CWC
1267
Carolinas Wealth Consulting
North Carolina
$94K -$7.37K -17 -8%
SWA
1268
Sutton Wealth Advisors
Florida
$93.1K
GWSG
1269
GPS Wealth Strategies Group
Colorado
$93K +$434 +1 +0.5%
HIM
1270
Hillsdale Investment Management
Ontario, Canada
$93K +$2.17K +5 +3%
CWP
1271
Concord Wealth Partners
Virginia
$91K +$6.94K +16 +9%
SB
1272
Strategic Blueprint
Georgia
$89K +$78.5K +181 New
CFGS
1273
Concourse Financial Group Securities
Alabama
$84K -$7.8K -18 -9%
CCA
1274
Catalyst Capital Advisors
New York
$82K +$2.6K +6 +4%
PMFA
1275
Plante Moran Financial Advisors
Michigan
$75K -$418K -963 -86%

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.