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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
EL
1351
EMFO LLC
Florida
$6K +$5.2K +12 New
BAM
1352
Barrett Asset Management
New York
$5K
PO
1353
Private Ocean
California
$5K
TWI
1354
Thomas White International
Illinois
$5K
WWM
1355
Wolff Wiese Magana
California
$4K +$3.47K +8 New
GEA
1356
Glen Eagle Advisors
New Jersey
$3.92K
AWM
1357
Avior Wealth Management
Nebraska
$3K -$32.5K -75 -90%
FWM
1358
Filbrandt Wealth Management
Wisconsin
$3K -$434 -1 -13%
AWM
1359
Accel Wealth Management
Iowa
$3K
DOA
1360
D'Orazio & Associates
Virginia
$3K
FNBOSM
1361
First National Bank of South Miami
Florida
$3K
GC
1362
Globeflex Capital
California
$3K
HI
1363
Hudock Inc
Pennsylvania
$3K
JIR
1364
James Investment Research
Ohio
$3K
TFM
1365
TFC Financial Management
Massachusetts
$3K
TFA
1366
Transamerica Financial Advisors
Florida
$3K +$867 +2 +67%
FFG
1367
Ford Financial Group
California
$3K +$3.04K +7 New
GFPC
1368
Global Financial Private Client
Florida
$2.95K
GI
1369
Gradient Investments
Minnesota
$2K -$7.8K -18 -78%
1IA
1370
1834 Investment Advisors
Wisconsin
$2K
FI
1371
FormulaFolio Investments
Michigan
$2K
SWM
1372
Sugarloaf Wealth Management
Georgia
$2K
BBHC
1373
Brown Brothers Harriman & Co
New York
$1.79K -$6.5K -15 -0.4%
BC
1374
Burleson & Co
California
$1K
CFN
1375
Cordasco Financial Network
Florida
$1K

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.