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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
1SB
751
1ST Source Bank
Indiana
$349K -$7.31K -27 -2%
ER
752
Enlightenment Research
Florida
$346K -$81.2K -300 -19%
PFPT
753
Pinnacle Financial Partners (Tennessee)
Tennessee
$346K +$5.42K +20 +1%
GAG
754
GM Advisory Group
New York
$345K
CRC
755
Curi RMB Capital
Illinois
$344K +$148K +547 +58%
OFS
756
OneAscent Financial Services
Alabama
$343K -$50.6K -187 -11%
GFP
757
Gryphon Financial Partners
Ohio
$341K +$52.3K +193 +15%
GLA
758
Great Lakes Advisors
Illinois
$341K +$188K +695 +88%
EF
759
Empirical Finance
Pennsylvania
$339K +$145K +537 +57%
PCA
760
Personal Capital Advisors
California
$338K +$398K +1,469 New
ATPW
761
Ashton Thomas Private Wealth
Arizona
$335K +$395K +1,457 New
FIM
762
Freedom Investment Management
Connecticut
$335K +$308K +1,137 New
GP
763
Geneva Partners
Wisconsin
$335K +$394K +1,455 New
DWM
764
Dakota Wealth Management
Florida
$331K -$347K -1,283 -47%
CEP
765
Chicago Equity Partners
Illinois
$331K -$48.7K -180 -11%
GCC
766
Guardian Capital (Canada)
Ontario, Canada
$329K
RC
767
Roundview Capital
New Jersey
$328K
CIC
768
Carnegie Investment Counsel
Ohio
$327K +$128K +473 +50%
QCG
769
Quadrant Capital Group
Ohio
$327K +$212K +783 +125%
VWM
770
Venturi Wealth Management
Texas
$325K +$383K +1,413 New
LSAG
771
Lake Street Advisors Group
New Hampshire
$323K +$86.4K +319 +29%
PVH
772
Psagot Value Holdings
Israel
$322K -$481K -1,775 -56%
KFP
773
KMG Fiduciary Partners
Ohio
$322K +$379K +1,400 New
PP
774
Prudential plc
United Kingdom
$312K -$230K -848 -38%
SYBT
775
Stock Yards Bank & Trust
Kentucky
$311K -$162K -600 -31%

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.