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Intuit
INTU

Overview Fund Activity

971 hedge funds and large institutions have $60.2B invested in Intuit in 2019 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+64
Holders Change %
+7.06%
% of All Funds
21.05%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.78%
New
134
Increased
327
Reduced
370
Closed
63
Calls
$366M
Puts
$305M
Net Calls
+$60.6M
Net Calls Change
+$131M

Top Buyers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$578M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.67B
3
Coatue Management
3
Coatue Management
New York
$293M
4
WRCM
4
Whale Rock Capital Management
Massachusetts
$179M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$533M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$699M
2
Capital World Investors
2
Capital World Investors
California
$879M
3
Citadel Advisors
3
Citadel Advisors
Florida
$192M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$131M
5
Holocene Advisors
5
Holocene Advisors
New York
$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
801
Concentrum Wealth Management
California
$238K +$238K +911 New
CICI
802
Capital Investment Counsel Inc
North Carolina
$237K +$237K +906 New
PWP
803
Principle Wealth Partners
Connecticut
$235K +$235K +900 New
SI
804
Stephens Inc
Arkansas
$235K +$235K +900 New
MC
805
Moors & Cabot
Massachusetts
$234K +$234K +896 New
FNT
806
First National Trust
Pennsylvania
$233K +$233K +890 New
LCAM
807
London & Capital Asset Management
United Kingdom
$229K +$229K +875 New
CIA
808
Capital Investment Advisors
Georgia
$227K +$227K +868 New
PFA
809
Pathway Financial Advisors
Vermont
$227K +$227K +869 New
HTC
810
Haverford Trust Company
Pennsylvania
$227K +$227K +869 New
CBFP
811
Cedar Brook Financial Partners
Ohio
$224K +$224K +855 New
BSW
812
Buckingham Strategic Wealth
Missouri
$224K +$224K +858 New
NA
813
NewEdge Advisors
Louisiana
$222K +$222K +849 New
BS
814
Boenning & Scattergood
Pennsylvania
$221K +$221K +846 New
GC
815
Gilbert & Cook
Iowa
$219K +$219K +837 New
FAAS
816
First Allied Advisory Services
California
$218K +$218K +833 New
SWM
817
SeaCrest Wealth Management
New York
$216K -$40.8K -156 -16%
VHAM
818
Van Hulzen Asset Management
California
$216K +$216K +825 New
AF
819
Arrow Financial
New York
$212K – – –
TFF
820
The Family Firm
Maryland
$211K +$211K +807 New
CA
821
Clearstead Advisors
Ohio
$210K +$210K +805 New
MIAS
822
Mason Investment Advisory Services
Virginia
$209K +$209K +800 New
HCA
823
Horan Capital Advisors
Ohio
$209K +$209K +800 New
BOC
824
Barbara Oil Co
Illinois
$209K +$209K +800 New
ECM
825
Elgethun Capital Management
South Dakota
$209K +$209K +800 New
31 32
33
34 35