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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
QSS
701
Quantitative Systematic Strategies
Florida
$428K -$304K -1,121 -38%
AWA
702
Arkadios Wealth Advisors
Georgia
$428K +$499K +1,843 +11,519%
BC
703
Burney Company
Virginia
$427K +$503K +1,858 New
SBH
704
Segall Bryant & Hamill
Illinois
$426K +$245K +905 +96%
CCA
705
Conestoga Capital Advisors
Pennsylvania
$420K -$10.8K -40 -2%
HIM
706
Hillsdale Investment Management
Ontario, Canada
$415K
SBSB
707
Sullivan, Bruyette, Speros & Blaney
Virginia
$412K
BWP
708
BSW Wealth Partners
Colorado
$411K -$22.7K -84 -4%
OL
709
Optas LLC
Texas
$409K +$16K +59 +3%
CGL
710
Clarius Group LLC
Washington
$407K +$38.2K +141 +9%
MFG
711
Magnus Financial Group
New York
$406K +$43.3K +160 +10%
VC
712
Veracity Capital
Georgia
$406K +$61.2K +226 +15%
LFAS
713
Level Four Advisory Services
Texas
$406K +$76.1K +281 +19%
MCM
714
MV Capital Management
Maryland
$405K +$35.5K +131 +8%
SC
715
Savant Capital
Illinois
$405K +$187K +690 +64%
Carson Wealth (CWM LLC)
716
Carson Wealth (CWM LLC)
Nebraska
$404K
GIM
717
Goelzer Investment Management
Indiana
$403K +$2.98K +11 +0.6%
CG
718
Caprock Group
Idaho
$401K -$19.8K -73 -4%
IEFM
719
IQ EQ Fund Management
Ireland
$401K -$14.4K -53 -3%
Aristotle Capital Management
720
Aristotle Capital Management
California
$397K -$271 -1 -0.1%
SFA
721
Sequoia Financial Advisors
Ohio
$397K +$24.6K +91 +6%
1WA
722
180 Wealth Advisors
Washington
$395K +$121K +448 +34%
ATC
723
Argent Trust Co
Tennessee
$393K +$30.9K +114 +7%
EH
724
Employers Holdings
Nevada
$391K
PL
725
Parthenon LLC
Kentucky
$391K

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.