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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
SIG
676
Sargent Investment Group
Maryland
$483K -$35.2K -130 -6%
HIIFS
677
Harel Insurance Investments & Financial Services
Israel
$480K -$167K -618 -23%
HI
678
Horizon Investments
North Carolina
$472K +$13.5K +50 +2%
NG
679
NWK Group
California
$472K +$37.6K +139 +7%
ZB
680
Zions Bancorporation
Utah
$471K -$35.2K -130 -6%
CWM
681
Chesapeake Wealth Management
Virginia
$468K -$106K -390 -16%
NA
682
NewEdge Advisors
Louisiana
$467K +$149K +552 +37%
GAMC
683
Garner Asset Management Corp
Texas
$464K +$65K +240 +14%
PHAM
684
Palisades Hudson Asset Management
Florida
$462K
BFO
685
Boston Family Office
Massachusetts
$462K +$84.5K +312 +18%
EI
686
Ethic Inc
New York
$462K +$90.4K +334 +20%
VFM
687
Viking Fund Management
North Dakota
$460K
SF
688
Synovus Financial
Georgia
$457K +$195K +722 +57%
ESBC
689
E.S. Barr & Co
Kentucky
$455K
Lido Advisors
690
Lido Advisors
California
$454K -$19.8K -73 -4%
ST
691
Spinnaker Trust
Maine
$453K +$239K +884 +81%
PIM
692
Penobscot Investment Management
Massachusetts
$451K +$130K +480 +32%
GG
693
Gofen & Glossberg
Illinois
$446K +$6.77K +25 +1%
GWM
694
Geneos Wealth Management
Colorado
$441K +$76.6K +283 +17%
EAM
695
Evanson Asset Management
California
$438K +$215K +795 +72%
PTC
696
Private Trust Company
Ohio
$437K -$22.2K -82 -4%
FMLI
697
Fukoku Mutual Life Insurance
Japan
$437K
MIA
698
MainStreet Investment Advisors
Illinois
$436K +$513K +1,896 New
HS
699
Haafor (Singapore)
Singapore
$433K +$152K +560 +42%
SHGA
700
Sand Hill Global Advisors
California
$431K +$138K +508 +37%

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.