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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
NIM
1426
NuWave Investment Management
New Jersey
-$293K -765 Closed
MSA
1427
Marino Stram & Associates
Massachusetts
-$250K -652 Closed
CM
1428
Crestline Management
Texas
-$249K -650 Closed
PA
1429
Paragon Advisors
Texas
-$208K -544 Closed
RA
1430
Rational Advisors
New York
-$165K -432 Closed
FA
1431
Friess Associates
Delaware
-$100K -262 Closed
IAIM
1432
International Assets Investment Management
Florida
-$86K -228 Closed
MF
1433
Manchester Financial
California
-$75K -197 Closed
WAP
1434
Wealthcare Advisory Partners
Pennsylvania
-$69K -180 Closed
SLF
1435
Sun Life Financial
Ontario, Canada
-$63K -164 Closed
CAC
1436
Certified Advisory Corp
Florida
-$62K -161 Closed
APWM
1437
Atlas Private Wealth Management
New York
-$39K -102 Closed
MLFP
1438
MPS Loria Financial Planners
Illinois
-$27K -72 Closed
EP
1439
Eudaimonia Partners
Tennessee
-$27K -70 Closed
CAL
1440
Capital Analysts LLC
Pennsylvania
-$27K -69 Closed
PCIA
1441
Prime Capital Investment Advisors
Kansas
-$22K -57 Closed
TCWM
1442
Total Clarity Wealth Management
Illinois
-$21K -55 Closed
WCM
1443
Wealthcare Capital Management
Virginia
-$21K -55 Closed
HI
1444
Human Investing
Oregon
-$20K -53 Closed
MWP
1445
Meridian Wealth Partners
Pennsylvania
-$19K -50 Closed
CPWM
1446
Cypress Point Wealth Management
Texas
-$15K -38 Closed
ADIM
1447
Alpha DNA Investment Management
Maryland
-$13K -35 Closed
CL
1448
COWA LLC
Oklahoma
-$14K -34 Closed
JFA
1449
JNBA Financial Advisors
Minnesota
-$11K -29 Closed
RWM
1450
RBA Wealth Management
California
-$9.58K -25 Closed

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.