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Intuit
INTU

Overview Fund Activity

876 hedge funds and large institutions have $46.5B invested in Intuit in 2018 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 298 increasing their positions, 315 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
876
Holders Change
+84
Holders Change %
+10.61%
% of All Funds
20.08%
Holding in Top 10
39
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+39.29%
% of All Funds
0.89%
New
118
Increased
298
Reduced
315
Closed
28
Calls
$267M
Puts
$220M
Net Calls
+$46.9M
Net Calls Change
+$44.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$264M
2
BlackRock
BlackRock
New York
+$177M
3
Morgan Stanley
Morgan Stanley
New York
+$107M
4
Invesco
Invesco
Georgia
+$104M
5
Millennium Management
Millennium Management
New York
+$97M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$784M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$358M
3
Principal Financial Group
Principal Financial Group
Iowa
-$280M
4
Capital World Investors
Capital World Investors
California
-$271M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
701
Signet Financial Management
New Jersey
$262K -$30.4K -149 -10%
WIP
702
Wellesley Investment Partners
Massachusetts
$261K – – –
LOAMS
703
Lombard Odier Asset Management (Switzerland)
Switzerland
$260K -$942K -4,618 -78%
BC
704
Burney Company
Virginia
$260K +$10.2K +50 +4%
CWA
705
Clarus Wealth Advisors
Arizona
$258K – – –
NSIM
706
North Star Investment Management
Illinois
$257K – – –
SC
707
SouthState Corp
Florida
$255K -$30.6K -150 -11%
LSAG
708
Lake Street Advisors Group
New Hampshire
$249K -$20.1K -98 -7%
CL
709
CIM LLC
New York
$248K +$248K +1,213 New
AHB
710
Abner Herrman & Brock
New Jersey
$244K – – –
TA
711
Trellis Advisors
Washington
$242K -$20.7K -101 -8%
CPH
712
C Partners Holding
Switzerland
$241K -$29.4K -144 -11%
DIS
713
Diversified Investment Strategies
Louisiana
$240K – – –
IA
714
Independence Advisors
Pennsylvania
$239K – – –
PFP
715
Pinnacle Financial Partners
Tennessee
$238K +$238K +1,166 New
PGIM
716
Pacific Global Investment Management
California
$237K +$409 +2 +0.2%
BTNA
717
Bremer Trust National Association
Minnesota
$236K +$236K +1,155 New
SC
718
Scotia Capital
Ontario, Canada
$236K +$236K +1,375 New
ARMT
719
Amica Retiree Medical Trust
Rhode Island
$232K – – –
AF
720
Advisornet Financial
Minnesota
$232K +$7.35K +36 +3%
GWM
721
Geneos Wealth Management
Colorado
$229K -$14.2K -70 -6%
Fisher Asset Management
722
Fisher Asset Management
Washington
$227K -$218K -1,070 -49%
MCM
723
MAI Capital Management
Ohio
$223K +$223K +1,091 New
ATC
724
Argent Trust Co
Tennessee
$223K +$223K +1,098 New
RFM
725
Royal Fund Management
Florida
$222K +$102K +500 +85%
27 28
29
30 31