INTU icon

Intuit
INTU

Overview Fund Activity

1,048 hedge funds and large institutions have $52.4B invested in Intuit in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 450 increasing their positions, 350 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
-36
Holders Change %
-3.32%
% of All Funds
23.15%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.75%
New
98
Increased
450
Reduced
350
Closed
124
Calls
$278M
Puts
$329M
Net Calls
-$50.8M
Net Calls Change
+$59.6M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$294M
2
Edgewood Management
Edgewood Management
Connecticut
+$244M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$230M
4
FPP
Findlay Park Partners
United Kingdom
+$172M
5
Ameriprise
Ameriprise
Minnesota
+$161M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$535M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$254M
3
Goldman Sachs
Goldman Sachs
New York
-$243M
4
Capital International Investors
Capital International Investors
California
-$184M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
651
GW & Wade
Massachusetts
$562K +$920 +4 +0.2%
IAA
652
Independent Advisor Alliance
North Carolina
$561K +$235K +1,022 +72%
HFG
653
Heron Financial Group
New York
$555K -$1.31K -5 -0.2%
LWS
654
Lucia Wealth Services
California
$554K +$554K +2,409 New
ISWM
655
Independent Solutions Wealth Management
New York
$552K -$8.51K -37 -2%
CWM
656
Concentric Wealth Management
California
$552K – – –
SWP
657
Stratos Wealth Partners
Ohio
$542K -$6.9K -30 -1%
RCM
658
RB Capital Management
Nevada
$541K – – –
LOAME
659
Lombard Odier Asset Management (Europe)
United Kingdom
$536K -$117K -510 -18%
WWM
660
WT Wealth Management
Arizona
$526K +$106K +460 +25%
QCM
661
Quantinno Capital Management
New York
$520K +$520K +2,259 New
TW
662
Transform Wealth
Colorado
$514K +$151K +656 +42%
PA
663
Paragon Advisors
Texas
$506K -$23K -100 -4%
GIA
664
Gateway Investment Advisers
Ohio
$506K +$26.2K +114 +5%
IC
665
IEQ Capital
California
$505K +$77.1K +335 +18%
OLA
666
Oliver Luxxe Assets
New Jersey
$504K – – –
SFFS
667
Stonehage Fleming Financial Services
Jersey
$504K +$504K +2,117 New
JMFC
668
J.M. Forbes & Co
Massachusetts
$503K – – –
RIM
669
Rampart Investment Management
Connecticut
$495K -$1.06M -4,632 -68%
CCA
670
Checchi Capital Advisers
California
$494K -$93.3K -406 -16%
PWPS
671
Pinnacle Wealth Planning Services
Ohio
$494K +$50.8K +221 +11%
WS
672
Wedbush Securities
California
$487K +$66.4K +289 +16%
BDS
673
Banco de Sabadell
Florida
$484K +$39.9K +170 +9%
SIG
674
Sargent Investment Group
Maryland
$483K -$29.9K -130 -6%
HIIFS
675
Harel Insurance Investments & Financial Services
Israel
$480K -$142K -618 -23%
25 26
27
28 29