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Intuit
INTU

Overview Fund Activity

748 hedge funds and large institutions have $29.4B invested in Intuit in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 256 increasing their positions, 287 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+24
Holders Change %
+3.31%
% of All Funds
18.68%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.57%
New
75
Increased
256
Reduced
287
Closed
46
Calls
$93.1M
Puts
$109M
Net Calls
-$15.9M
Net Calls Change
-$45.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$954M
2
Brown Advisory
Brown Advisory
Maryland
+$341M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$297M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$144M
5
JIM
Jupiter Investment Management
United Kingdom
+$136M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$500M
2
AL
AJO LP
Pennsylvania
-$160M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$150M
4
Morgan Stanley
Morgan Stanley
New York
-$139M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CANY
526
Caxton Associates (New York)
New York
$518K -$133K -1,000 -20%
CFG
527
Citizens Financial Group
Rhode Island
$518K – – –
GI
528
Gradient Investments
Minnesota
$514K +$399 +3 +0.1%
SYBT
529
Stock Yards Bank & Trust
Kentucky
$506K – – –
PAG
530
Private Advisor Group
New Jersey
$504K -$3.04K -23 -0.6%
SLG
531
Stanley-Laman Group
Pennsylvania
$501K +$46.9K +353 +10%
BDF
532
Balasa Dinverno & Foltz
$493K +$135K +1,019 +38%
RCAMU
533
Rothschild & Co Asset Management US
Connecticut
$482K -$43.8K -330 -8%
BSWMG
534
Barrington Strategic Wealth Management Group
Illinois
$479K -$10.6K -80 -2%
FNFDCM
535
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$478K – – –
WP
536
WealthSource Partners
California
$478K – – –
WAM
537
Wealthspire Advisors (Maryland)
Maryland
$477K +$36K +271 +8%
FBT
538
First Bank & Trust
South Dakota
$469K +$469K +3,531 New
UFF
539
USA Financial Formulas
Michigan
$468K +$468K +3,527 New
OSAM
540
O'Shaughnessy Asset Management
Connecticut
$466K +$466K +3,512 New
GCA
541
Gideon Capital Advisors
New York
$448K -$513K -3,860 -53%
RW
542
REDW Wealth
New Mexico
$448K – – –
BFM
543
Boothbay Fund Management
New York
$447K -$856K -6,449 -66%
RFS
544
Rockefeller Financial Services
New York
$439K – – –
GLA
545
Great Lakes Advisors
Illinois
$428K +$428K +3,222 New
FIM
546
Freedom Investment Management
Connecticut
$420K +$22.4K +169 +6%
RIM
547
Rampart Investment Management
Connecticut
$419K +$330K +2,482 +369%
RWA
548
Ropes Wealth Advisors
Massachusetts
$414K – – –
TC
549
TFS Capital
Pennsylvania
$413K +$413K +3,107 New
SBIA
550
Sheaff Brock Investment Advisors
Indiana
$402K – – –
20 21
22
23 24