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Intuit
INTU

Overview Fund Activity

1,084 hedge funds and large institutions have $59.6B invested in Intuit in 2019 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 393 increasing their positions, 372 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
+76
Holders Change %
+7.54%
% of All Funds
21.41%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
150
Increased
393
Reduced
372
Closed
62
Calls
$367M
Puts
$478M
Net Calls
-$110M
Net Calls Change
-$198M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
+$310M
2
FPP
Findlay Park Partners
United Kingdom
+$264M
3
Edgewood Management
Edgewood Management
Connecticut
+$225M
4
Principal Financial Group
Principal Financial Group
Iowa
+$210M
5
Ameriprise
Ameriprise
Minnesota
+$180M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$734M
2
Invesco
Invesco
Georgia
-$682M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$371M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$228M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
1SB
751
1ST Source Bank
Indiana
$405K – – –
USGIU
752
U.S. Global Investors (USGI)
Texas
$405K – – –
PAS
753
Park Avenue Securities
New York
$405K +$39K +149 +11%
Carson Wealth (CWM LLC)
754
Carson Wealth (CWM LLC)
Nebraska
$404K – – –
VC
755
Veracity Capital
Georgia
$403K +$403K +1,537 New
GAG
756
GM Advisory Group
New York
$393K -$38K -145 -9%
PIM
757
Penobscot Investment Management
Massachusetts
$391K +$3.96K +15 +1%
PFP
758
Pinnacle Financial Partners
Tennessee
$389K +$4.98K +19 +1%
LFAS
759
Level Four Advisory Services
Texas
$388K +$88.9K +339 +30%
NA
760
NewEdge Advisors
Louisiana
$387K -$44.7K -171 -10%
SI
761
Stephens Inc
Arkansas
$380K +$16.5K +63 +5%
MWM
762
Mission Wealth Management
California
$377K +$110K +420 +41%
OR
763
Olympiad Research
Connecticut
$376K +$376K +1,435 New
GC
764
Guardian Capital
Ontario, Canada
$375K -$147K -559 -28%
RC
765
Roundview Capital
New Jersey
$373K – – –
IAA
766
Independent Advisor Alliance
North Carolina
$371K +$22K +84 +6%
VV
767
Verity & Verity
South Carolina
$369K – – –
CC
768
Centiva Capital
New York
$364K -$291K -1,112 -44%
RWA
769
Ropes Wealth Advisors
Massachusetts
$360K -$15.5K -59 -4%
SHGA
770
Sand Hill Global Advisors
California
$358K -$168K -641 -32%
1WA
771
180 Wealth Advisors
Washington
$356K -$54.3K -199 -13%
WA
772
Wealth Architects
California
$356K +$356K +1,361 New
TCM
773
Traynor Capital Management
Pennsylvania
$350K -$32.4K -124 -8%
EW
774
Evoke Wealth
California
$347K -$3.93K -15 -1%
TRCT
775
Tower Research Capital (TRC)
New York
$347K -$859K -3,277 -71%
29 30
31
32 33