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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 %
BAMCO Inc
751
BAMCO Inc
New York
$581K +$166K +510 +40%
WANY
752
Wealthspire Advisors (New York)
New York
$576K +$21.5K +66 +4%
AWM
753
Altium Wealth Management
New York
$575K +$10.4K +32 +2%
RWA
754
Ropes Wealth Advisors
Massachusetts
$575K +$73.3K +225 +15%
IEFM
755
IQ EQ Fund Management
Ireland
$569K
GAG
756
GM Advisory Group
New York
$561K
Aristotle Capital Management
757
Aristotle Capital Management
California
$561K +$326 +1 +0.1%
TMAM
758
Tokio Marine Asset Management
Japan
$561K +$121K +372 +28%
EAM
759
Evanson Asset Management
California
$556K -$65.2K -200 -10%
GIM
760
Goelzer Investment Management
Indiana
$556K -$16.3K -50 -3%
RSC
761
Red Spruce Capital
Pennsylvania
$556K +$21.2K +65 +4%
CWM
762
Concentric Wealth Management
California
$555K -$131K -400 -19%
PL
763
Parthenon LLC
Kentucky
$555K
ANTB
764
AMG National Trust Bank
Colorado
$554K +$89.4K +274 +19%
IIC
765
Integrated Investment Consultants
Michigan
$553K +$3.59K +11 +0.7%
HIM
766
Hillsdale Investment Management
Ontario, Canada
$549K -$6.52K -20 -1%
PCA
767
Personal Capital Advisors
California
$547K +$70.8K +217 +15%
MLL
768
Moody Lynn & Lieberson
Massachusetts
$545K
DACG
769
Donor Advised Charitable Giving
California
$542K
CWM
770
Confluence Wealth Management
Oregon
$540K -$232K -873 -30%
PVH
771
Psagot Value Holdings
Israel
$538K
LSAG
772
Lake Street Advisors Group
New Hampshire
$538K +$108K +332 +25%
GIA
773
Gateway Investment Advisers
Ohio
$537K -$14.3K -44 -3%
FAAS
774
First Allied Advisory Services
California
$537K +$69.9K +214 +15%
PPW
775
Parcion Private Wealth
Washington
$526K