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Intuit

1,048 hedge funds and large institutions have $52.4B invested in Intuit in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 450 increasing their positions, 350 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
-36
Holders Change %
-3.32%
% of All Funds
23.15%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.75%
New
98
Increased
450
Reduced
350
Closed
124
Calls
$278M
Puts
$329M
Net Calls
-$50.8M
Net Calls Change
+$59.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
701
Burney Company
Virginia
$427K +$427K +1,858 New
SBH
702
Segall Bryant & Hamill
Illinois
$426K +$208K +905 +96%
CCA
703
Conestoga Capital Advisors
Pennsylvania
$420K -$9.21K -40 -2%
HIM
704
Hillsdale Investment Management
Ontario, Canada
$415K
SBSB
705
Sullivan, Bruyette, Speros & Blaney
Virginia
$412K
BWP
706
BSW Wealth Partners
Colorado
$411K -$19.3K -84 -4%
OL
707
Optas LLC
Texas
$409K +$13.6K +59 +3%
CGL
708
Clarius Group LLC
Washington
$407K +$32.5K +141 +9%
MFG
709
Magnus Financial Group
New York
$406K +$36.8K +160 +10%
VC
710
Veracity Capital
Georgia
$406K +$52K +226 +15%
LFAS
711
Level Four Advisory Services
Texas
$406K +$64.8K +281 +19%
MCM
712
MV Capital Management
Maryland
$405K +$30.1K +131 +8%
SC
713
Savant Capital
Illinois
$405K +$159K +690 +64%
Carson Wealth (CWM LLC)
714
Carson Wealth (CWM LLC)
Nebraska
$404K
GIM
715
Goelzer Investment Management
Indiana
$403K +$2.53K +11 +0.6%
CG
716
Caprock Group
Idaho
$401K -$16.8K -73 -4%
IEFM
717
IQ EQ Fund Management
Ireland
$401K -$12.2K -53 -3%
Aristotle Capital Management
718
Aristotle Capital Management
California
$397K -$230 -1 -0.1%
SFA
719
Sequoia Financial Advisors
Ohio
$397K +$20.9K +91 +6%
1WA
720
180 Wealth Advisors
Washington
$395K +$101K +448 +34%
ATC
721
Argent Trust Co
Tennessee
$393K +$26.2K +114 +7%
EH
722
Employers Holdings
Nevada
$391K
PL
723
Parthenon LLC
Kentucky
$391K
VPIM
724
Vanguard Personalized Indexing Management
California
$389K +$389K +1,692 New
IIC
725
Integrated Investment Consultants
Michigan
$387K