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1,051 hedge funds and large institutions have $52.4B invested in Intuit in 2020 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 450 increasing their positions, 351 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 351

13% more funds holding in top 10

Funds holding in top 10: 3034 (+4)

0.07% less ownership

Funds ownership: 87.51%87.43% (-0.07%)

3% less funds holding

Funds holding: 1,0861,051 (-35)

12% less capital invested

Capital invested by funds: $59.6B → $52.4B (-$7.23B)

15% less call options, than puts

Call options by funds: $278M | Put options by funds: $329M

20% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 124

Holders
1,051
Holders Change
-35
Holders Change %
-3.22%
% of All Funds
23.16%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.75%
New
99
Increased
450
Reduced
351
Closed
124
Calls
$278M
Puts
$329M
Net Calls
-$50.8M
Net Calls Change
+$59.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$428M +$190M +699,869 +60%
UBS AM
27
UBS AM
Illinois
$422M +$36.3M +133,959 +8%
Legal & General Group
28
Legal & General Group
United Kingdom
$413M +$21.4M +78,893 +5%
Winslow Capital Management
29
Winslow Capital Management
Minnesota
$404M +$10.4M +38,253 +2%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$388M +$1.44M +5,314 +0.3%
AQR Capital Management
31
AQR Capital Management
Connecticut
$381M -$43.4M -160,200 -9%
Allianz Asset Management
32
Allianz Asset Management
Germany
$338M +$10.6M +39,253 +3%
Principal Financial Group
33
Principal Financial Group
Iowa
$324M +$55.2M +204,036 +17%
Ninety One (UK)
34
Ninety One (UK)
United Kingdom
$321M +$13.3M +49,101 +4%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$314M +$175M +644,930 +97%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$308M +$8.51M +31,421 +2%
PPA
37
Parametric Portfolio Associates
Washington
$301M +$30.7M +113,212 +9%
GQG Partners
38
GQG Partners
Florida
$294M +$346M +1,276,740 New
Charles Schwab
39
Charles Schwab
California
$267M +$7.33M +27,088 +2%
NIPH
40
NN Investment Partners Holdings
Netherlands
$250M +$33.2M +122,665 +13%
Wells Fargo
41
Wells Fargo
California
$250M +$22.2M +82,037 +8%
Swiss National Bank
42
Swiss National Bank
Switzerland
$248M +$53.7M +198,400 +23%
JIM
43
Jensen Investment Management
Oregon
$248M +$28.9M +106,847 +11%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$235M -$41.6M -153,546 -13%
LWCFA
45
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$234M -$3.45M -12,753 -1%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$215M +$4.26M +15,729 +2%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$210M -$193M -713,955 -44%
DCP
48
DSM Capital Partners
Florida
$192M +$55.7M +205,752 +33%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$186M -$33.6M -124,122 -13%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$179M +$7.3M +26,956 +4%

INTU Hedge Fund Activity: Q1 2020 in Review

1,051 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2020, worth a combined $52.4B — down 12% from $59.6B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of INTU and 99 opened new positions — a net loss of 25 holders — while 351 trimmed existing stakes and 450 added.

The largest buyer was GQG Partners, opening a new position worth an estimated $346M. The largest seller was Janus Henderson Group, cutting an estimated $630M.

  • 1,051 institutional investors held Intuit (INTU) as of Q1 2020, down from 1,086 in Q4 2019.
  • Funds reported $52.4B of Intuit stock for Q1 2020, down 12% quarter-over-quarter.
  • 99 funds opened new Intuit positions in Q1 2020 and 124 closed out, a net change of -25 holders.
  • The largest Intuit buyer in Q1 2020 was GQG Partners, an estimated $346M added.
  • The largest Intuit seller in Q1 2020 was Janus Henderson Group, an estimated $630M sold.

Based on aggregated 13F filings for Q1 2020.