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Intuit
INTU

Overview Fund Activity

792 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, 257 increasing their positions, 328 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
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
257
Reduced
328
Closed
50
Calls
$132M
Puts
$129M
Net Calls
+$2.07M
Net Calls Change
+$41.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.57B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.77B
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
$688M
4
PAM
Panagora Asset Management
Massachusetts
$199M
5
Capital World Investors
Capital World Investors
California
$2.7B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$364M
2
State Street
State Street
Massachusetts
$1.62B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$461M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
American Century Companies
American Century Companies
Missouri
$4.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
701
TrueWealth LLC
Georgia
$85K – – –
ADL
702
Asset Dedication LLC
California
$84K – – –
Carson Wealth (CWM LLC)
703
Carson Wealth (CWM LLC)
Nebraska
$83K -$2.16M -12,382 -96%
APP
704
Avantax Planning Partners
Iowa
$83K +$83K +480 New
CAW
705
Cornerstone Advisors (Washington)
Washington
$79K – – –
FHA
706
First Horizon Advisors
Tennessee
$78K – – –
YWP
707
YorkBridge Wealth Partners
New York
$74K – – –
FGC
708
Financial Gravity Companies
Texas
$71K +$11.5K +62 +19%
FGAM
709
Financial Gravity Asset Management
Texas
$71K +$71K +382 New
CIP
710
Convergence Investment Partners
Florida
$71K +$71K +410 New
TSW
711
Thompson Siegel & Walmsley
Virginia
$70K – – –
MDCM
712
Morgan Dempsey Capital Management
Wisconsin
$68.8K -$5.37K -31 -7%
LNB
713
Ledyard National Bank
$65K – – –
APA
714
American Portfolios Advisors
New York
$64K +$47K +271 +277%
VCM
715
Versant Capital Management
Arizona
$61K – – –
HDIM
716
Hanson & Doremus Investment Management
Vermont
$60K +$31.5K +181 +110%
KTC
717
Kistler-Tiffany Companies
Pennsylvania
$57K – – –
QAM
718
QCI Asset Management
New York
$55K – – –
SFSIG
719
San Francisco Sentry Investment Group
California
$54K -$173 -1 -0.3%
SP
720
SWS Partners
Ohio
$52K +$52K +305 New
RFA
721
Reilly Financial Advisors
California
$51K +$6.03K +35 +13%
FC
722
Ferris Capital
Massachusetts
$50K +$50K +288 New
GAM
723
Gemmer Asset Management
California
$48K – – –
FRA
724
Front Row Advisors
California
$47K -$1.21K -7 -3%
OIA
725
Optimum Investment Advisors
Illinois
$47K +$47K +274 New
27 28
29
30 31