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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
WCF
851
West Coast Financial
California
$229K -$11.1K -41 -4%
SFSIG
852
San Francisco Sentry Investment Group
California
$228K -$48.7K -180 -15%
SLG
853
Stanley-Laman Group
Pennsylvania
$226K +$266K +981 New
ASC
854
Atalanta Sosnoff Capital
New York
$224K
QCM
855
Quest Capital Management
Texas
$224K +$271 +1 +0.1%
FAAS
856
First Allied Advisory Services
California
$223K -$4.6K -17 -2%
HB
857
Homrich & Berg
Georgia
$222K +$5.42K +20 +2%
OC
858
Oakworth Capital
Alabama
$218K -$40.6K -150 -14%
YMRC
859
Yorktown Management & Research Company
Virginia
$218K
SICM
860
Sustainable Insight Capital Management
New York
$218K +$256K +947 New
BFA
861
Bragg Financial Advisors
North Carolina
$217K -$34.4K -127 -12%
RFM
862
Royal Fund Management
Florida
$216K -$10.3K -38 -4%
WAG
863
Winthrop Advisory Group
Massachusetts
$215K -$6.77K -25 -3%
BAC
864
Boys Arnold & Co
North Carolina
$212K +$250K +923 New
GDP
865
Great Diamond Partners
Maine
$211K
HR
866
Hayden Royal
North Carolina
$210K +$34.4K +127 +16%
MIH
867
Meitav Investment House
Israel
$209K -$96.1K -355 -28%
NIP
868
Nicholas Investment Partners
California
$209K +$246K +908 New
DA
869
DSC Advisors
Illinois
$208K -$454K -1,675 -65%
BOH
870
Bank of Hawaii
Hawaii
$208K -$21.7K -80 -8%
FNBT
871
FineMark National Bank & Trust
Florida
$208K
CB
872
CNB Bank
Pennsylvania
$208K +$54.7K +202 +29%
PWP
873
Principle Wealth Partners
Connecticut
$207K
SACTSONJ
874
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$207K
Cetera Investment Advisers
875
Cetera Investment Advisers
Illinois
$207K +$244K +902 New

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.