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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
FRA
1326
Front Row Advisors
California
$17K
CAM
1327
ClariVest Asset Management
California
$17K +$7.37K +17 +94%
HDIM
1328
Hanson & Doremus Investment Management
Vermont
$16K +$1.73K +4 +9%
PGAM
1329
Princeton Global Asset Management
New Jersey
$15K
TWM
1330
Tradition Wealth Management
Minnesota
$15K
BMD
1331
Better Money Decisions
New Mexico
$14K
BWA
1332
BDO Wealth Advisors
Florida
$13K -$5.2K -12 -31%
PWS
1333
Paragon Wealth Strategies
Florida
$13K +$11.7K +27 New
RCC
1334
Red Cedar Capital
Nebraska
$11K
SWM
1335
Selective Wealth Management
Virginia
$11K
VNA
1336
Valley National Advisers
Pennsylvania
$11K
AAP
1337
Arax Advisory Partners
Colorado
$11K +$9.54K +22 New
RDWM
1338
Red Door Wealth Management
Tennessee
$11K +$10.4K +24 New
CB
1339
Community Bank
New York
$10K -$4.34K -10 -33%
BWM
1340
Baystate Wealth Management
Massachusetts
$10K
ME
1341
McIlrath & Eck
Washington
$10K
IWP
1342
IAG Wealth Partners
Wisconsin
$9K +$7.37K +17 New
ACA
1343
Atlas Capital Advisors
Wyoming
$8.82K +$7.8K +18 New
HWM
1344
HighMark Wealth Management
Minnesota
$7K -$3.04K -7 -33%
APC
1345
Aspire Private Capital
North Carolina
$7K
EWM
1346
Edge Wealth Management
New York
$7K
MS
1347
Mizuho Securities
Japan
$7K
PG
1348
Proffitt & Goodson
Tennessee
$7K
TFGT
1349
TS Financial Group (TSFG)
Illinois
$6K
WQ
1350
Wealth Quarterback
New Jersey
$6K +$4.77K +11 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.