We are live on ! Find out more

793 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, 258 increasing their positions, 328 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

40% more funds holding in top 10

Funds holding in top 10: 2028 (+8)

12% more capital invested

Capital invested by funds: $35.2B → $39.4B (+$4.19B)

2% more funds holding

Funds holding: 779793 (+14)

1.44% more ownership

Funds ownership: 87.39%88.83% (+1.4%)

2% more call options, than puts

Call options by funds: $132M | Put options by funds: $129M

21% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 328

Holders
793
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
258
Reduced
328
Closed
50
Calls
$132M
Puts
$129M
Net Calls
+$2.07M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
676
OneDigital Investment Advisors
Kansas
$174K +$93.5K +556 +159%
SWP
677
Stratos Wealth Partners
Ohio
$166K -$12.3K -73 -7%
RCAG
678
Rehmann Capital Advisory Group
Michigan
$166K +$161K +957 New
PFA
679
Pathway Financial Advisors
Vermont
$151K
AAP
680
Arax Advisory Partners
Colorado
$144K +$2.19K +13 +2%
HFM
681
Harvest Fund Management
China
$141K
AF
682
Arrow Financial
New York
$140K
SIAS
683
Shine Investment Advisory Services
Colorado
$140K
ABA
684
American Beacon Advisors
Texas
$138K
MCM
685
MV Capital Management
Maryland
$132K -$4.37K -26 -3%
SQA
686
Simon Quick Advisors
New Jersey
$130K +$63.1K +375 +100%
JA
687
JOYN Advisors
Georgia
$129K +$125K +745 New
VCM
688
Vigilant Capital Management
Maine
$126K +$16.8K +100 +16%
PGWM
689
Parisi Gray Wealth Management
New Jersey
$125K -$10.9K -65 -8%
AIS
690
AlphaOne Investment Services
Pennsylvania
$116K +$84.8K +504 +307%
FPFS
691
First Personal Financial Services
North Carolina
$115K -$49K -291 -30%
ST
692
Smithfield Trust
Pennsylvania
$115K
MSA
693
Marino Stram & Associates
Massachusetts
$108K +$168 +1 +0.2%
FANJ
694
Financial Architects (New Jersey)
New Jersey
$104K
EMG
695
ETF Managers Group
New Jersey
$102K +$12.4K +74 +14%
RFM
696
Royal Fund Management
Florida
$102K +$19.3K +115 +24%
LFA
697
Legacy Financial Advisors
Kentucky
$101K -$72.7K -432 -42%
PFBT
698
Parkside Financial Bank & Trust
Missouri
$98K +$20.7K +123 +28%
GLI
699
Guardian Life Insurance
New York
$97K -$38.5K -229 -29%
MUS
700
Mitsubishi UFJ Securities
Japan
$97K