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1,554 hedge funds and large institutions have $113B invested in Intuit in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 598 increasing their positions, 614 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $988M

0.15% more ownership

Funds ownership: 83.45%83.59% (+0.15%)

3% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 614

7% less funds holding

Funds holding: 1,6671,554 (-113)

25% less capital invested

Capital invested by funds: $151B → $113B (-$38.4B)

39% less funds holding in top 10

Funds holding in top 10: 10061 (-39)

49% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 198

Holders
1,554
Holders Change
-113
Holders Change %
-6.78%
% of All Funds
24.51%
Holding in Top 10
61
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-39%
% of All Funds
0.96%
New
101
Increased
598
Reduced
614
Closed
198
Calls
$1.11B
Puts
$988M
Net Calls
+$120M
Net Calls Change
+$788M
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1676
Pinnacle Private Wealth
Massachusetts
-$247K -384 Closed
NJBEST
1677
New Jersey Better Educational Savings Trust
New Jersey
-$244K -380 Closed
SG
1678
StoneX Group
New York
-$245K -380 Closed
MIP
1679
Marietta Investment Partners
Wisconsin
-$242K -376 Closed
CCA
1680
Cottonwood Capital Advisors
Utah
-$241K -374 Closed
AG
1681
AlphaSimPlex Group
Massachusetts
-$240K -373 Closed
RWI
1682
Red Wave Investments
Pennsylvania
-$238K -370 Closed
BTWM
1683
Baker Tilly Wealth Management
Wisconsin
-$237K -369 Closed
Wealth Enhancement Advisory Services
1684
Wealth Enhancement Advisory Services
Minnesota
-$202K -367 Closed
DSAM
1685
Dock Street Asset Management
Florida
-$233K -363 Closed
MIA
1686
MainStreet Investment Advisors
Illinois
-$233K -362 Closed
AFC
1687
AFT Forsyth & Company
Florida
-$232K -360 Closed
WSC
1688
Wellington Shields & Co
New York
-$232K -360 Closed
CPA
1689
Capital Planning Advisors
California
-$231K -359 Closed
LNB
1690
Ledyard National Bank
-$229K -356 Closed
CWM
1691
Campbell Wealth Management
Virginia
-$228K -355 Closed
MSA
1692
Marino Stram & Associates
Massachusetts
-$228K -354 Closed
CCP
1693
Clarkston Capital Partners
Michigan
-$226K -351 Closed
KTA
1694
Keeley-Teton Advisors
Illinois
-$225K -350 Closed
OPCM
1695
Osborne Partners Capital Management
California
-$225K -350 Closed
Members Trust
1696
Members Trust
Florida
-$224K -349 Closed
TCA
1697
Transcend Capital Advisors
New Jersey
-$223K -346 Closed
XS
1698
XR Securities
Illinois
-$221K -343 Closed
BWA
1699
Beam Wealth Advisors
Louisiana
-$220K -342 Closed
PWM
1700
Prentice Wealth Management
New York
-$221K -342 Closed

INTU Hedge Fund Activity: Q1 2022 in Review

1,554 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2022, worth a combined $113B — down 25% from $151B a quarter earlier.

Sellers outnumbered buyers: 198 funds closed out of INTU and 101 opened new positions — a net loss of 97 holders — while 614 trimmed existing stakes and 598 added.

The largest buyer was Vanguard Group, adding an estimated $741M. The largest seller was Fundsmith LLP, cutting an estimated $372M.

  • 1,554 institutional investors held Intuit (INTU) as of Q1 2022, down from 1,667 in Q4 2021.
  • Funds reported $113B of Intuit stock for Q1 2022, down 25% quarter-over-quarter.
  • 101 funds opened new Intuit positions in Q1 2022 and 198 closed out, a net change of -97 holders.
  • The largest Intuit buyer in Q1 2022 was Vanguard Group, an estimated $741M added.
  • The largest Intuit seller in Q1 2022 was Fundsmith LLP, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2022.