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Intuit

1,170 hedge funds and large institutions have $73.7B invested in Intuit in 2020 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 444 increasing their positions, 407 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+66
Holders Change %
+5.98%
% of All Funds
23.67%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.79%
New
128
Increased
444
Reduced
407
Closed
55
Calls
$489M
Puts
$515M
Net Calls
-$25M
Net Calls Change
+$98.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
701
Dakota Wealth Management
Florida
$716K -$290K -888 -29%
JMFC
702
J.M. Forbes & Co
Massachusetts
$713K
SHGA
703
Sand Hill Global Advisors
California
$713K +$248K +761 +53%
CGL
704
Clarius Group LLC
Washington
$710K +$20.9K +64 +3%
Fisher Asset Management
705
Fisher Asset Management
Washington
$706K +$107K +327 +18%
EF
706
Empirical Finance
Pennsylvania
$701K +$151K +462 +27%
TNB
707
TCF National Bank
South Dakota
$700K -$466K -1,428 -40%
GAMC
708
Garner Asset Management Corp
Texas
$699K +$326 +1 +0%
HIIFS
709
Harel Insurance Investments & Financial Services
Israel
$696K +$127K +388 +22%
WG
710
Winton Group
United Kingdom
$688K -$7.25M -22,216 -91%
MCM
711
McRae Capital Management
New Jersey
$686K +$65.3K +200 +11%
SFFS
712
Stonehage Fleming Financial Services
Jersey
$685K
STA
713
Summit Trail Advisors
New York
$685K +$685K +1,959 New
SL
714
Stevard LLC
Illinois
$680K +$13K +40 +2%
BEI
715
Benjamin Edwards Inc
Missouri
$676K +$676K +2,071 New
PWPS
716
Pinnacle Wealth Planning Services
Ohio
$674K +$3.26K +10 +0.5%
OLA
717
Oliver Luxxe Assets
New Jersey
$669K
AIL
718
AGF Investments LLC
Ontario, Canada
$668K -$1.65M -5,046 -71%
TW
719
Transform Wealth
Colorado
$668K -$153K -470 -19%
ZB
720
Zions Bancorporation
Utah
$668K -$5.22K -16 -0.8%
PHAM
721
Palisades Hudson Asset Management
Florida
$655K
BFO
722
Boston Family Office
Massachusetts
$654K -$1.63K -5 -0.2%
VAS
723
Vestmark Advisory Solutions
Massachusetts
$654K +$141K +432 +27%
HFG
724
Heron Financial Group
New York
$653K -$36.8K -111 -5%
VFM
725
Viking Fund Management
North Dakota
$652K