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Intuit
INTU

Overview Fund Activity

792 hedge funds and large institutions have $39.4B invested in Intuit in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 257 increasing their positions, 328 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+14
Holders Change %
+1.8%
% of All Funds
18.18%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.64%
New
73
Increased
257
Reduced
328
Closed
50
Calls
$132M
Puts
$129M
Net Calls
+$2.07M
Net Calls Change
+$41.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$553M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$413M
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$210M
4
PAM
Panagora Asset Management
Massachusetts
+$152M
5
Capital World Investors
Capital World Investors
California
+$121M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$145M
2
State Street
State Street
Massachusetts
-$140M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$127M
4
Renaissance Technologies
Renaissance Technologies
New York
-$82.1M
5
American Century Companies
American Century Companies
Missouri
-$76.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
751
Burt Wealth Advisors
Maryland
$17K – – –
EFSCE
752
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$1.36K +8 +9%
GFP
753
Gryphon Financial Partners
Ohio
$16K – – –
SBL
754
Sargent Bickham Lagudis
Colorado
$15K – – –
MYIA
755
Mount Yale Investment Advisors
Colorado
$15K +$15K +86 New
WF
756
WealthTrust Fairport
Ohio
$15K +$15K +88 New
FQ
757
First Quadrant
California
$14K -$591K -3,419 -98%
SIC
758
Salem Investment Counselors
North Carolina
$14K – – –
GRP
759
Global Retirement Partners
California
$13K -$25.8K -149 -67%
PG
760
Patten Group
Tennessee
$13K – – –
WAP
761
Wealthcare Advisory Partners
Pennsylvania
$12K -$16.1K -90 -57%
BWA
762
BDO Wealth Advisors
Florida
$12K +$12K +72 New
JFGIW
763
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K -$5K -28 -33%
MCM
764
Mainstay Capital Management
Michigan
$10K – – –
IP
765
Intellectus Partners
California
$9K +$9K +50 New
ACS
766
Archford Capital Strategies
Illinois
$9K +$9K +54 New
HWP
767
Hefty Wealth Partners
Indiana
$8K – – –
CFD
768
Creative Financial Designs
Indiana
$8K +$5.09K +28 +175%
ED
769
Exane Derivatives
France
$7.02K -$37.8K -221 -84%
BWM
770
Baystate Wealth Management
Massachusetts
$7K – – –
CFA
771
Carroll Financial Associates
North Carolina
$6K – – –
AWA
772
Acorn Wealth Advisors
Michigan
$6K – – –
MWM
773
MinichMacGregor Wealth Management
New York
$6K – – –
FCAG
774
First Capital Advisors Group
New Jersey
$6K +$6K +32 New
RCC
775
Red Cedar Capital
Nebraska
$5K – – –
29 30
31
32 33