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Intuit
INTU

Overview Fund Activity

792 hedge funds and large institutions have $39.4B invested in Intuit in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 257 increasing their positions, 328 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+14
Holders Change %
+1.8%
% of All Funds
18.18%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.64%
New
73
Increased
257
Reduced
328
Closed
50
Calls
$132M
Puts
$129M
Net Calls
+$2.07M
Net Calls Change
+$41.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$553M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$413M
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$210M
4
PAM
Panagora Asset Management
Massachusetts
+$152M
5
Capital World Investors
Capital World Investors
California
+$121M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$145M
2
State Street
State Street
Massachusetts
-$140M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$127M
4
Renaissance Technologies
Renaissance Technologies
New York
-$82.1M
5
American Century Companies
American Century Companies
Missouri
-$76.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
576
Yorktown Management & Research Company
Virginia
$399K – – –
RCM
577
RB Capital Management
Nevada
$399K – – –
CTC
578
Central Trust Company
Missouri
$398K – – –
CT
579
Coastline Trust
Rhode Island
$398K +$48.5K +280 +14%
HK
580
Horizon Kinetics
New York
$397K -$45.9K -265 -10%
IIC
581
Integrated Investment Consultants
Michigan
$383K +$383K +2,208 New
TIA
582
Tiemann Investment Advisors
California
$381K -$13K -75 -3%
AW
583
Alpha Windward
Massachusetts
$381K -$10.2K -59 -3%
Fisher Asset Management
584
Fisher Asset Management
Washington
$378K +$72.2K +417 +24%
WA
585
WBH Advisory
Maryland
$372K – – –
HIM
586
Hillsdale Investment Management
Ontario, Canada
$364K -$17.3K -100 -5%
MCP
587
Mirador Capital Partners
California
$364K +$42.3K +229 +13%
BFO
588
Boston Family Office
Massachusetts
$362K – – –
DADC
589
D.A. Davidson & Co
Montana
$362K +$10.6K +61 +3%
PCM
590
Perritt Capital Management
Illinois
$360K -$19.4K -100 -5%
1SB
591
1ST Source Bank
Indiana
$359K +$39.3K +227 +12%
KWM
592
Kingsview Wealth Management
Oregon
$354K +$694 +4 +0.2%
RWA
593
Ropes Wealth Advisors
Massachusetts
$354K +$1.91K +11 +0.5%
FTIOP
594
Fiduciary Trust International of Pennsylvania
Pennsylvania
$348K -$866 -5 -0.2%
HCM
595
Harvest Capital Management
New Hampshire
$348K – – –
JIP
596
Jaffetilchin Investment Partners
Florida
$348K +$348K +2,007 New
BL
597
BFSG LLC
California
$346K +$346K +1,998 New
GIM
598
Goelzer Investment Management
Indiana
$344K -$59.2K -341 -15%
ESBC
599
E.S. Barr & Co
Kentucky
$343K – – –
Northwestern Mutual Wealth Management
600
Northwestern Mutual Wealth Management
Wisconsin
$339K +$35.8K +206 +12%
22 23
24
25 26