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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 %
WS
626
Wedbush Securities
California
$280K +$2.6K +15 +0.9%
SF
627
Synovus Financial
Georgia
$280K +$280K +1,621 New
CBA
628
Coastal Bridge Advisors
Connecticut
$279K – – –
EAM
629
Evanson Asset Management
California
$278K – – –
GAMA
630
Graticule Asia Macro Advisors
New York
$277K +$277K +1,600 New
DA
631
DSC Advisors
Illinois
$273K +$35.9K +207 +15%
SSB
632
Sandy Spring Bank
Maryland
$260K -$24.2K -140 -9%
RC
633
Roundview Capital
New Jersey
$260K – – –
CWA
634
Clarus Wealth Advisors
Arizona
$258K +$258K +1,489 New
SBH
635
Segall Bryant & Hamill
Illinois
$251K – – –
LFAS
636
Level Four Advisory Services
Texas
$248K – – –
SFM
637
Signet Financial Management
New Jersey
$248K +$36.2K +209 +17%
PAM
638
Peak Asset Management
Colorado
$243K +$13K +75 +6%
EWM
639
Evercore Wealth Management
New York
$242K -$4.33K -25 -2%
SC
640
SouthState Corp
Florida
$242K – – –
GW
641
GW & Wade
Massachusetts
$242K +$519 +3 +0.2%
Lido Advisors
642
Lido Advisors
California
$238K +$238K +1,375 New
PFM
643
Parsec Financial Management
North Carolina
$237K -$7.09K -41 -3%
BS
644
Banco Santander
Spain
$235K +$235K +1,356 New
JWA
645
JFS Wealth Advisors
Pennsylvania
$233K – – –
MC
646
MIG Capital
California
$233K +$233K +1,346 New
FAAS
647
First Allied Advisory Services
California
$232K -$139K -797 -37%
CPH
648
C Partners Holding
Switzerland
$230K -$71.5K -412 -24%
FMT
649
First Mercantile Trust
Tennessee
$228K -$10.9K -63 -5%
LSAG
650
Lake Street Advisors Group
New Hampshire
$228K +$7.98K +46 +4%
24 25
26
27 28