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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
VPIM
726
Vanguard Personalized Indexing Management
California
$389K +$458K +1,692 New
IIC
727
Integrated Investment Consultants
Michigan
$387K
AWM
728
Altium Wealth Management
New York
$387K +$27.9K +103 +7%
MCM
729
McRae Capital Management
New Jersey
$386K +$238K +880 +110%
GC
730
Gilbert & Cook
Iowa
$385K +$13.8K +51 +3%
DACG
731
Donor Advised Charitable Giving
California
$382K
BWP
732
Baldwin Wealth Partners
Massachusetts
$379K
TCM
733
TimesSquare Capital Management
New York
$378K +$3.25K +12 +0.7%
AW
734
Alpha Windward
Massachusetts
$377K -$19K -70 -4%
WA
735
Wambolt & Associates
Colorado
$377K +$8.39K +31 +2%
RSC
736
Red Spruce Capital
Pennsylvania
$377K +$17.6K +65 +4%
PPW
737
Parcion Private Wealth
Washington
$376K -$10.8K -40 -2%
FFBTD
738
First Financial Bank - Trust Division
Ohio
$373K +$5.69K +21 +1%
LNC
739
Lincoln National Corp
Pennsylvania
$370K +$2.98K +11 +0.7%
PCM
740
Perritt Capital Management
Illinois
$365K
VST
741
Van Strum & Towne
California
$365K
SWM
742
Segment Wealth Management
Texas
$364K +$429K +1,584 New
RA
743
RFG Advisory
Alabama
$363K +$115K +423 +37%
CA
744
Calton & Associates
Florida
$362K +$103K +381 +32%
RMCM
745
Reynders McVeigh Capital Management
Massachusetts
$361K +$1.63K +6 +0.4%
MWM
746
Mission Wealth Management
California
$359K +$32.8K +121 +8%
EWM
747
Evercore Wealth Management
New York
$356K -$247K -912 -37%
HFM
748
Harvest Fund Management
China
$353K
CCA
749
Column Capital Advisors
Indiana
$351K -$17.3K -64 -4%
BPA
750
Beacon Pointe Advisors
California
$350K -$79.1K -292 -16%

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.