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Intuit
INTU

Overview Fund Activity

971 hedge funds and large institutions have $60.2B invested in Intuit in 2019 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+64
Holders Change %
+7.06%
% of All Funds
21.05%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.78%
New
134
Increased
327
Reduced
370
Closed
63
Calls
$366M
Puts
$305M
Net Calls
+$60.6M
Net Calls Change
+$131M

Top Buyers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$578M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.67B
3
Coatue Management
3
Coatue Management
New York
$293M
4
WRCM
4
Whale Rock Capital Management
Massachusetts
$179M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$533M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$699M
2
Capital World Investors
2
Capital World Investors
California
$879M
3
Citadel Advisors
3
Citadel Advisors
Florida
$192M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$131M
5
Holocene Advisors
5
Holocene Advisors
New York
$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
676
Kayne Anderson Rudnick Investment Management
California
$506K +$506K +1,937 New
APA
677
American Portfolios Advisors
New York
$504K -$34.5K -132 -6%
DADC
678
D.A. Davidson & Co
Montana
$502K -$104K -398 -17%
GG
679
Gofen & Glossberg
Illinois
$501K – – –
DA
680
DSC Advisors
Illinois
$498K +$79.7K +305 +19%
CCFCSB
681
Cape Cod Five Cents Savings Bank
Massachusetts
$495K – – –
EWM
682
Evercore Wealth Management
New York
$491K +$131K +502 +36%
GIM
683
Goelzer Investment Management
Indiana
$487K -$20.7K -79 -4%
1SB
684
1ST Source Bank
Indiana
$470K -$20.4K -78 -4%
CWM
685
Confluence Wealth Management
Oregon
$467K +$175K +667 +60%
BWP
686
Baldwin Wealth Partners
Massachusetts
$457K -$105K -400 -19%
GC
687
Guardian Capital
Ontario, Canada
$456K +$51K +195 +13%
SHGA
688
Sand Hill Global Advisors
California
$451K -$26.1K -100 -5%
ZCM
689
Zebra Capital Management
Connecticut
$449K -$160K -612 -26%
PL
690
Parthenon LLC
Kentucky
$444K – – –
CAW
691
Cornerstone Advisors (Washington)
Washington
$443K +$175K +670 +65%
PWPS
692
Pinnacle Wealth Planning Services
Ohio
$442K -$215K -820 -33%
RWA
693
Ropes Wealth Advisors
Massachusetts
$442K +$37.1K +142 +9%
LFAS
694
Level Four Advisory Services
Texas
$428K -$64.3K -246 -13%
VV
695
Verity & Verity
South Carolina
$427K -$26.1K -100 -6%
WA
696
Wambolt & Associates
Colorado
$425K -$5.69K -22 -1%
AWM
697
Altium Wealth Management
New York
$424K +$8.89K +34 +2%
S
698
Seeyond
France
$422K – – –
SWP
699
Stratos Wealth Partners
Ohio
$422K +$97.9K +375 +30%
PCM
700
Perritt Capital Management
Illinois
$419K -$26.2K -100 -6%
26 27
28
29 30