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Intuit
INTU

Overview Fund Activity

1,305 hedge funds and large institutions have $88.1B invested in Intuit in 2020 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 526 increasing their positions, 383 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+135
Holders Change %
+11.54%
% of All Funds
23.15%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.94%
New
217
Increased
526
Reduced
383
Closed
65
Calls
$621M
Puts
$678M
Net Calls
-$57M
Net Calls Change
-$32M

Top Buyers

1
TP
Third Point
New York
+$266M
2
SF
Susquehanna Foundation
Pennsylvania
+$256M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$211M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$211M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$200M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$468M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$206M
3
State Street
State Street
Massachusetts
-$191M
4
Bank of America
Bank of America
North Carolina
-$169M
5
Two Sigma Investments
Two Sigma Investments
New York
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFG
801
Heron Financial Group
New York
$706K -$21.4K -58 -3%
1WA
802
180 Wealth Advisors
Washington
$705K -$20K -52 -3%
CWM
803
Circle Wealth Management
New Jersey
$704K +$704K +1,854 New
AWM
804
Altium Wealth Management
New York
$701K +$31.2K +82 +5%
RSC
805
Red Spruce Capital
Pennsylvania
$700K +$52.4K +138 +8%
PVH
806
Psagot Value Holdings
Israel
$700K +$74.4K +196 +12%
RCA
807
Rowland Carmichael Advisors
Arizona
$699K – – –
KIC
808
Kensington Investment Counsel
California
$696K +$696K +1,833 New
GC
809
Gilbert & Cook
Iowa
$686K -$46.2K -122 -6%
GC
810
Guardian Capital
Ontario, Canada
$684K +$76K +200 +13%
ARMT
811
Amica Retiree Medical Trust
Rhode Island
$683K +$252K +664 +59%
DWM
812
Dakota Wealth Management
Florida
$682K -$152K -400 -18%
RA
813
RFG Advisory
Alabama
$677K -$2.99K -8 -0.4%
SFO
814
Standard Family Office
South Dakota
$677K +$677K +1,782 New
FIM
815
Freedom Investment Management
Connecticut
$673K -$16.7K -44 -2%
STC
816
Sarah T. Connolly
$671K +$671K +1,766 New
BPA
817
Beacon Pointe Advisors
California
$668K +$88.9K +234 +15%
ANTB
818
AMG National Trust Bank
Colorado
$664K +$19K +50 +3%
BW
819
Bison Wealth
Georgia
$664K +$420K +1,107 +172%
RC
820
RegentAtlantic Capital
New Jersey
$662K +$233K +614 +54%
TAM
821
Trust Asset Management
Texas
$656K +$153K +403 +30%
BFEC
822
Benjamin F. Edwards & Company
Missouri
$656K +$189K +497 +40%
SFS
823
Sowell Financial Services
Arkansas
$655K -$79K -208 -11%
RWA
824
Ropes Wealth Advisors
Massachusetts
$653K -$16.7K -44 -2%
Aristotle Capital Management
825
Aristotle Capital Management
California
$653K -$380 -1 -0.1%
31 32
33
34 35