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Intuit

1,051 hedge funds and large institutions have $52.4B invested in Intuit in 2020 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 450 increasing their positions, 351 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 351

13% more funds holding in top 10

Funds holding in top 10: 3034 (+4)

0.07% less ownership

Funds ownership: 87.51%87.43% (-0.07%)

3% less funds holding

Funds holding: 1,0861,051 (-35)

12% less capital invested

Capital invested by funds: $59.6B → $52.4B (-$7.23B)

15% less call options, than puts

Call options by funds: $278M | Put options by funds: $329M

20% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 124

Holders
1,051
Holders Change
-35
Holders Change %
-3.22%
% of All Funds
23.16%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.75%
New
99
Increased
450
Reduced
351
Closed
124
Calls
$278M
Puts
$329M
Net Calls
-$50.8M
Net Calls Change
+$59.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
651
Beacon Financial Advisory
Ohio
$564K +$14.6K +54 +2%
GW
652
GW & Wade
Massachusetts
$562K +$1.08K +4 +0.2%
IAA
653
Independent Advisor Alliance
North Carolina
$561K +$277K +1,022 +72%
HFG
654
Heron Financial Group
New York
$555K -$1.35K -5 -0.2%
LWS
655
Lucia Wealth Services
California
$554K +$652K +2,409 New
ISWM
656
Independent Solutions Wealth Management
New York
$552K -$10K -37 -2%
CWM
657
Concentric Wealth Management
California
$552K
SWP
658
Stratos Wealth Partners
Ohio
$542K -$8.12K -30 -1%
RCM
659
RB Capital Management
Nevada
$541K
LOAME
660
Lombard Odier Asset Management (Europe)
United Kingdom
$536K -$138K -510 -18%
WWM
661
WT Wealth Management
Arizona
$526K +$125K +460 +25%
QCM
662
Quantinno Capital Management
New York
$520K +$612K +2,259 New
TW
663
Transform Wealth
Colorado
$514K +$178K +656 +42%
PA
664
Paragon Advisors
Texas
$506K -$27.1K -100 -4%
GIA
665
Gateway Investment Advisers
Ohio
$506K +$30.9K +114 +5%
IC
666
IEQ Capital
California
$505K +$90.7K +335 +18%
OLA
667
Oliver Luxxe Assets
New Jersey
$504K
SFFS
668
Stonehage Fleming Financial Services
Jersey
$504K +$573K +2,117 New
SLAM
669
Swiss Life Asset Management
$503K -$57.7K -213 -9%
JMFC
670
J.M. Forbes & Co
Massachusetts
$503K
RIM
671
Rampart Investment Management
Connecticut
$495K -$1.25M -4,632 -68%
CCA
672
Checchi Capital Advisers
California
$494K -$110K -406 -16%
PWPS
673
Pinnacle Wealth Planning Services
Ohio
$494K +$59.8K +221 +11%
WS
674
Wedbush Securities
California
$487K +$78.3K +289 +16%
BDS
675
Banco de Sabadell
Florida
$484K +$46K +170 +9%

INTU Hedge Fund Activity: Q1 2020 in Review

1,051 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2020, worth a combined $52.4B — down 12% from $59.6B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of INTU and 99 opened new positions — a net loss of 25 holders — while 351 trimmed existing stakes and 450 added.

The largest buyer was GQG Partners, opening a new position worth an estimated $346M. The largest seller was Janus Henderson Group, cutting an estimated $630M.

  • 1,051 institutional investors held Intuit (INTU) as of Q1 2020, down from 1,086 in Q4 2019.
  • Funds reported $52.4B of Intuit stock for Q1 2020, down 12% quarter-over-quarter.
  • 99 funds opened new Intuit positions in Q1 2020 and 124 closed out, a net change of -25 holders.
  • The largest Intuit buyer in Q1 2020 was GQG Partners, an estimated $346M added.
  • The largest Intuit seller in Q1 2020 was Janus Henderson Group, an estimated $630M sold.

Based on aggregated 13F filings for Q1 2020.