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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
LWANC
1301
Laurel Wealth Advisors (North Carolina)
North Carolina
$44K +$3.9K +9 +11%
Optiver Holding
1302
Optiver Holding
Netherlands
$43K +$38.2K +88 New
CA
1303
Crewe Advisors
Utah
$42K -$2.6K -6 -7%
RA
1304
Resolute Advisors
California
$39K
CWA
1305
Clearview Wealth Advisors
Oregon
$37K
SC
1306
Solstein Capital
California
$37K
MGIM
1307
M&G Investment Management
United Kingdom
$35.5K +$31.1M +71,677 +8,948%
SC
1308
Steph & Co
Wisconsin
$33K
AF
1309
Allworth Financial
California
$32K
FMP
1310
Financial Management Professionals
Texas
$31K +$1.3K +3 +5%
CT
1311
Clearstead Trust
Maine
$30K +$26.9K +62 New
WP
1312
WealthShield Partners
North Carolina
$29K +$6.07K +14 +31%
TSW
1313
Thompson Siegel & Walmsley
Virginia
$28K -$1.3K -3 -5%
RIM
1314
Rockbridge Investment Management
New York
$27K
PGWM
1315
Parisi Gray Wealth Management
New Jersey
$27K +$23.4K +54 New
FFC
1316
First Financial Corp
Indiana
$26K
MA
1317
MUFG Americas
New York
$26K
IRC
1318
Investors Research Corp
Georgia
$23K
BCM
1319
Bourgeon Capital Management
Connecticut
$22K
H
1320
Hexavest
Quebec, Canada
$21K
MFG
1321
Monumental Financial Group
Maryland
$19K -$1.06M -2,456 -98%
BWL
1322
Bogart Wealth LLC
Virginia
$19K
EWA
1323
Evolution Wealth Advisors
Florida
$18K
PFGIA
1324
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$6.5K +15 +71%
KFI
1325
Key Financial Inc
Pennsylvania
$18K +$14.7K +34 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.