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Intuit
INTU

Overview Fund Activity

1,084 hedge funds and large institutions have $59.6B invested in Intuit in 2019 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 393 increasing their positions, 372 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
+76
Holders Change %
+7.54%
% of All Funds
21.41%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
150
Increased
393
Reduced
372
Closed
62
Calls
$367M
Puts
$478M
Net Calls
-$110M
Net Calls Change
-$198M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
+$310M
2
FPP
Findlay Park Partners
United Kingdom
+$264M
3
Edgewood Management
Edgewood Management
Connecticut
+$225M
4
Principal Financial Group
Principal Financial Group
Iowa
+$210M
5
Ameriprise
Ameriprise
Minnesota
+$180M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$734M
2
Invesco
Invesco
Georgia
-$682M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$371M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$228M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBN
651
Cadence Bank NA
Texas
$651K – – –
BCM
652
Brasada Capital Management
Texas
$645K -$32.7K -125 -5%
EWM
653
Evercore Wealth Management
New York
$645K +$115K +437 +22%
CAW
654
Cornerstone Advisors (Washington)
Washington
$640K +$165K +629 +35%
GW
655
GW & Wade
Massachusetts
$639K +$786 +3 +0.1%
ISWM
656
Independent Solutions Wealth Management
New York
$639K +$639K +2,439 New
CWM
657
Chesapeake Wealth Management
Virginia
$635K -$601K -2,295 -49%
RCM
658
RB Capital Management
Nevada
$635K – – –
PA
659
Paragon Advisors
Texas
$633K +$633K +2,298 New
HFG
660
Heron Financial Group
New York
$632K +$632K +2,128 New
CWM
661
Concentric Wealth Management
California
$629K -$57.7K -220 -8%
BFA
662
Beacon Financial Advisory
Ohio
$628K +$628K +2,400 New
SWP
663
Stratos Wealth Partners
Ohio
$625K -$55.8K -213 -8%
CTC
664
Central Trust Company
Missouri
$624K -$2.1K -8 -0.3%
ALAM
665
Asahi Life Asset Management
Japan
$605K +$369K +1,410 +157%
SIG
666
Sargent Investment Group
Maryland
$584K +$584K +2,230 New
PP
667
Prudential plc
United Kingdom
$578K -$316K -1,207 -35%
CWM
668
Confluence Wealth Management
Oregon
$575K +$43.7K +167 +8%
JMFC
669
J.M. Forbes & Co
Massachusetts
$572K -$31.4K -120 -5%
ZB
670
Zions Bancorporation
Utah
$570K +$67K +256 +13%
PRC
671
Pearl River Capital
Michigan
$565K +$565K +2,156 New
SMG
672
Spectrum Management Group
Indiana
$561K +$5.24K +20 +0.9%
XS
673
XR Securities
Illinois
$553K +$553K +2,113 New
VNB
674
Virginia National Bank
Virginia
$550K -$11.8K -45 -2%
C
675
Cerebellum
California
$547K +$547K +2,087 New
25 26
27
28 29