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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
CAGAS
1276
Capital Advisory Group Advisory Services
Minnesota
$74K
SIC
1277
Salem Investment Counselors
North Carolina
$74K +$7.8K +18 +14%
ED
1278
Exane Derivatives
France
$74K -$22.1K -51 -26%
SCA
1279
Stonebridge Capital Advisors
Minnesota
$73K +$36.4K +84 +100%
GAM
1280
Gemmer Asset Management
California
$71K +$2.17K +5 +4%
FMII
1281
Farmers & Merchants Investments Inc
Nebraska
$70K +$3.04K +7 +5%
CMBA
1282
C.M. Bidwell & Associates
Hawaii
$68K +$60.3K +139 New
EFSCE
1283
Enterprise Financial Services Corp (EFSC)
Missouri
$67K +$3.9K +9 +7%
MCM
1284
Manchester Capital Management
Vermont
$66K +$7.37K +17 +15%
Nisa Investment Advisors
1285
Nisa Investment Advisors
Missouri
$65.5K -$10.7M -24,778 -16%
HIA
1286
Harbor Investment Advisory
Maryland
$64K
PCG
1287
Private Capital Group
Connecticut
$63K +$4.34K +10 +8%
CDIA
1288
Capital Directions Investment Advisors
Georgia
$61K +$54.2K +125 New
OIA
1289
Optimum Investment Advisors
Illinois
$59K
AIG
1290
American International Group
New York
$57.4K -$1.53M -3,523 -3%
NSB
1291
Norway Savings Bank
Maine
$57K
CFFP
1292
Center for Financial Planning
Michigan
$56K
First Manhattan
1293
First Manhattan
New York
$56K
PMAS
1294
PNC Managed Account Solutions
Texas
$55K +$48.6K +112 New
TFIPS
1295
Towarzystwo Funduszy Inwestycyjnych PZU SA
$53.9K
PWMG
1296
Prestige Wealth Management Group
New Jersey
$50K
WPA
1297
West Paces Advisors
Georgia
$49K -$13K -30 -23%
FA
1298
Financial Advantage
Maryland
$49K
PSB
1299
Piscataqua Savings Bank
New Hampshire
$48K
CFD
1300
Creative Financial Designs
Indiana
$45K

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.