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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 %
VCA
801
Verdence Capital Advisors
Maryland
$308K -$1.83K -7 -0.6%
IA
802
Independence Advisors
Pennsylvania
$307K – – –
DWT
803
Dorsey & Whitney Trust
South Dakota
$307K +$17K +65 +6%
SFSIG
804
San Francisco Sentry Investment Group
California
$307K +$236K +900 +332%
PGIM
805
Pacific Global Investment Management
California
$306K +$262 +1 +0.1%
AA
806
Ancora Advisors
Ohio
$306K +$55.3K +211 +22%
GLLW
807
Graves Light Lenhart Wealth
Virginia
$305K +$16.5K +63 +6%
RA
808
RFG Advisory
Alabama
$303K +$303K +1,155 New
MIFH
809
Migdal Insurance & Financial Holdings
Israel
$302K -$1.25M -4,797 -81%
BCWM
810
Bartlett & Co Wealth Management
Ohio
$301K – – –
LOAMS
811
Lombard Odier Asset Management (Switzerland)
Switzerland
$301K – – –
BP
812
Ballentine Partners
Massachusetts
$301K +$5.78K +22 +2%
HAG
813
HighPoint Advisor Group
Illinois
$300K -$798K -2,802 -73%
OC
814
Oakworth Capital
Alabama
$299K – – –
ARMT
815
Amica Retiree Medical Trust
Rhode Island
$297K – – –
BCM
816
BlueCrest Capital Management
Jersey
$296K -$379K -1,448 -56%
WBG
817
Wharton Business Group
Pennsylvania
$294K +$294K +1,122 New
EAM
818
Evanson Asset Management
California
$291K – – –
KFS
819
Kurt F. Somerville
$291K – – –
PTC
820
Petrus Trust Company
Texas
$290K +$290K +1,108 New
PFM
821
Parsec Financial Management
North Carolina
$289K – – –
LSAG
822
Lake Street Advisors Group
New Hampshire
$285K +$11K +42 +4%
ST
823
Spinnaker Trust
Maine
$284K +$284K +1,086 New
HKAM
824
Horizon Kinetics Asset Management
New York
$283K -$22.5K -86 -7%
TWM
825
Tolleson Wealth Management
Texas
$282K – – –
31 32
33
34 35