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Intuit
INTU

Overview Fund Activity

1,008 hedge funds and large institutions have $60.6B invested in Intuit in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 367 increasing their positions, 387 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,008
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
22.14%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.72%
New
84
Increased
367
Reduced
387
Closed
66
Calls
$518M
Puts
$430M
Net Calls
+$87.9M
Net Calls Change
+$205M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$1.08B
2
BlackRock
BlackRock
New York
+$206M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$154M
4
Goldman Sachs
Goldman Sachs
New York
+$120M
5
NIPH
NN Investment Partners Holdings
Netherlands
+$92.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$239M
2
Primecap Management
Primecap Management
California
-$233M
3
Coatue Management
Coatue Management
New York
-$213M
4
JIM
Jupiter Investment Management
United Kingdom
-$184M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
IEFM
676
IQ EQ Fund Management
Ireland
$553K – – –
TA
677
TCG Advisors
Texas
$547K +$547K +2,056 New
BFO
678
Boston Family Office
Massachusetts
$540K – – –
CWM
679
Confluence Wealth Management
Oregon
$540K +$22.1K +83 +4%
OLA
680
Oliver Luxxe Assets
New Jersey
$539K – – –
EWM
681
Evercore Wealth Management
New York
$538K +$38.8K +146 +8%
PHAM
682
Palisades Hudson Asset Management
Florida
$534K – – –
SHGA
683
Sand Hill Global Advisors
California
$533K +$74.7K +281 +16%
BWP
684
BSW Wealth Partners
Colorado
$532K +$532K +2,000 New
VFM
685
Viking Fund Management
North Dakota
$532K +$532K +2,000 New
PTC
686
Private Trust Company
Ohio
$531K +$17.5K +66 +3%
GC
687
Guardian Capital
Ontario, Canada
$529K +$64.9K +244 +14%
ESBC
688
E.S. Barr & Co
Kentucky
$526K – – –
SYBT
689
Stock Yards Bank & Trust
Kentucky
$518K – – –
CCA
690
Conestoga Capital Advisors
Pennsylvania
$516K -$46.5K -175 -8%
CG
691
Caprock Group
Idaho
$513K -$11.7K -44 -2%
ZB
692
Zions Bancorporation
Utah
$511K -$6.38K -24 -1%
GG
693
Gofen & Glossberg
Illinois
$509K – – –
HIM
694
Hillsdale Investment Management
Ontario, Canada
$507K -$34.6K -130 -6%
TFS
695
Thoroughbred Financial Services
Tennessee
$507K +$136K +512 +37%
PWPS
696
Pinnacle Wealth Planning Services
Ohio
$502K +$47.3K +178 +10%
GCP
697
GSA Capital Partners
United Kingdom
$501K -$523K -1,967 -51%
WWM
698
WT Wealth Management
Arizona
$497K +$497K +1,870 New
WS
699
Wedbush Securities
California
$496K -$29.8K -112 -6%
CAW
700
Cornerstone Advisors (Washington)
Washington
$483K +$17.3K +65 +4%
26 27
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