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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
AA
776
Ancora Advisors
Ohio
$309K +$47.9K +177 +15%
LOAMS
777
Lombard Odier Asset Management (Switzerland)
Switzerland
$309K +$52.5K +194 +17%
RWA
778
Ropes Wealth Advisors
Massachusetts
$308K -$9.21K -34 -2%
AAS
779
Avantax Advisory Services
Texas
$307K +$360K +1,331 New
TIA
780
Tiemann Investment Advisors
California
$304K +$6.77K +25 +2%
TCBWMS
781
Texas Capital Bank Wealth Management Services
Texas
$304K +$8.12K +30 +2%
VAS
782
Vestmark Advisory Solutions
Massachusetts
$304K +$358K +1,321 New
JWA
783
JFS Wealth Advisors
Pennsylvania
$302K
NFG
784
Next Financial Group
Texas
$300K -$4.33K -16 -1%
EW
785
Evoke Wealth
California
$296K -$10.8K -40 -3%
CIA
786
CSat Investment Advisory
Michigan
$295K +$118K +435 +51%
TWM
787
Triton Wealth Management
Arizona
$295K +$291K +1,073 New
CT
788
Caldwell Trust
Florida
$294K
CW
789
CreativeOne Wealth
Kansas
$293K +$346K +1,276 New
NSIM
790
North Star Investment Management
Illinois
$290K
TI
791
Tidal Investments
Wisconsin
$290K +$117K +432 +52%
DS
792
DRW Securities
Illinois
$289K +$341K +1,258 New
MA
793
Mutual Advisors
Nebraska
$288K -$13.3K -49 -4%
NG
794
NatWest Group
United Kingdom
$288K
TA
795
Trellis Advisors
Washington
$286K +$18.1K +67 +6%
RTC
796
Riverview Trust Company
Washington
$283K -$13.5K -50 -4%
RA
797
Rational Advisors
New York
$282K -$624K -2,303 -65%
DWT
798
Dorsey & Whitney Trust
South Dakota
$282K +$13.3K +49 +4%
NRS
799
Neville Rodie & Shaw
New York
$278K
VCA
800
Verdence Capital Advisors
Maryland
$274K +$4.6K +17 +1%

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.