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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
HAG
801
HighPoint Advisor Group
Illinois
$273K -$4.87K -18 -2%
PCM
802
Penserra Capital Management
California
$272K -$1.37M -5,078 -84%
BBNA
803
Bremer Bank National Association
Minnesota
$271K -$1.35K -5 -0.4%
BP
804
Ballentine Partners
Massachusetts
$271K +$9.48K +35 +3%
IA
805
Independence Advisors
Pennsylvania
$270K
PGIM
806
Pacific Global Investment Management
California
$269K +$271 +1 +0.1%
AIP
807
Almanack Investment Partners
Pennsylvania
$269K +$73.9K +273 +30%
OIA
808
OneDigital Investment Advisors
Kansas
$268K +$54.4K +201 +21%
GLLW
809
Graves Light Lenhart Wealth
Virginia
$267K
FHA
810
First Horizon Advisors
Tennessee
$265K +$44.7K +165 +17%
ARMT
811
Amica Retiree Medical Trust
Rhode Island
$261K
SC
812
SouthState Corp
Florida
$259K -$44.9K -166 -13%
TMAM
813
Tokio Marine Asset Management
Japan
$259K +$55K +203 +22%
BC
814
Bartlett & Co
Ohio
$259K +$305K +1,125 New
BCWM
815
Bartlett & Co Wealth Management
Ohio
$259K -$6.77K -25 -2%
WBG
816
Wharton Business Group
Pennsylvania
$258K
BIM
817
Bridges Investment Management
Nebraska
$257K -$428K -1,581 -59%
TCM
818
Traynor Capital Management
Pennsylvania
$255K -$62.3K -230 -17%
CIC
819
Crawford Investment Counsel
Georgia
$255K -$27.9K -103 -9%
SVWAG
820
Sound View Wealth Advisors Group
Georgia
$255K +$60.9K +225 +25%
PFM
821
Parsec Financial Management
North Carolina
$254K
PJB
822
Paul John Balson
California
$254K +$299K +1,105 New
Hudson Bay Capital Management
823
Hudson Bay Capital Management
Connecticut
$253K -$2.03M -7,500 -87%
LI
824
Leap Investments
Illinois
$253K +$298K +1,100 New
CP
825
Camelot Portfolios
Ohio
$252K +$17.6K +65 +6%

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.