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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
PWM
826
Perigon Wealth Management
California
$252K +$270K +999 New
EWA
827
EP Wealth Advisors
California
$247K -$32.8K -121 -10%
TWM
828
Tolleson Wealth Management
Texas
$247K
AOWM
829
Alpha Omega Wealth Management
Virginia
$247K +$8.12K +30 +3%
Jennison Associates
830
Jennison Associates
New York
$246K +$18.1K +67 +7%
OSIA
831
O'Shares Investment Advisers
Massachusetts
$244K +$39.8K +147 +16%
MGIM
832
M&G Investment Management
United Kingdom
$243K -$45.2K -167 -14%
BHBT
833
Burke & Herbert Bank & Trust
Virginia
$243K
IFWM
834
Institute for Wealth Management
Colorado
$241K -$1.35K -5 -0.5%
DADC
835
D.A. Davidson & Co
Montana
$239K -$5.96K -22 -2%
GGI
836
Godsey & Gibb Inc
Virginia
$239K
SB
837
Strategic Blueprint
Georgia
$237K +$279K +1,032 New
DIS
838
Diversified Investment Strategies
Louisiana
$236K
APA
839
American Portfolios Advisors
New York
$235K +$24.6K +91 +10%
AP
840
Americana Partners
Texas
$234K +$195K +721 +240%
BSW
841
Buckingham Strategic Wealth
Missouri
$233K +$542 +2 +0.2%
OPS
842
Orion Portfolio Solutions
Nebraska
$233K +$26.3K +97 +11%
HSA
843
HBK Sorce Advisory
Pennsylvania
$233K +$54.7K +202 +25%
PAS
844
Partnervest Advisory Services
California
$233K +$274K +1,012 New
VAG
845
VisionPoint Advisory Group
Texas
$231K +$272K +1,005 New
ZCM
846
Zebra Capital Management
Connecticut
$231K +$272K +1,006 New
RC
847
RBF Capital
California
$230K
SLT
848
St Louis Trust
Missouri
$230K
WPP
849
Whalerock Point Partners
Rhode Island
$230K
AHB
850
Abner Herrman & Brock
New Jersey
$229K -$75K -277 -22%

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.