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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 %
VST
851
Van Strum & Towne
California
$602K – – –
GAG
852
GM Advisory Group
New York
$598K -$55.1K -145 -8%
SWM
853
SVA Wealth Management
Wisconsin
$598K +$325K +855 +119%
TCM
854
TimesSquare Capital Management
New York
$597K +$116K +305 +24%
PFP
855
Pinnacle Financial Partners
Tennessee
$595K +$53.6K +141 +10%
BWP
856
Baldwin Wealth Partners
Massachusetts
$588K – – –
EWA
857
EP Wealth Advisors
California
$588K +$142K +375 +32%
PFG
858
PAX Financial Group
Texas
$586K +$4.56K +12 +0.8%
1SB
859
1ST Source Bank
Indiana
$583K -$11.4K -30 -2%
AWS
860
AJ Wealth Strategies
New York
$582K +$582K +1,533 New
OL
861
Optas LLC
Texas
$581K -$753K -1,980 -56%
ST
862
Spinnaker Trust
Maine
$581K +$3.79K +10 +0.7%
BA
863
Bridgewater Associates
Connecticut
$580K +$580K +1,528 New
HG
864
Harbor Group
New Hampshire
$580K +$580K +1,589 New
NFG
865
Next Financial Group
Texas
$577K +$12.5K +33 +2%
EMG
866
ETF Managers Group
New Jersey
$575K -$451K -1,201 -44%
GFP
867
Gryphon Financial Partners
Ohio
$572K – – –
ST
868
Smithfield Trust
Pennsylvania
$560K +$17.1K +45 +3%
WP
869
WealthShield Partners
North Carolina
$557K +$46.8K +123 +9%
PJB
870
Paul John Balson
California
$556K +$1.14K +3 +0.2%
SC
871
Savant Capital
Illinois
$554K -$1.14K -3 -0.2%
OFS
872
OneAscent Financial Services
Alabama
$552K -$499K -1,315 -47%
CWM
873
Chesapeake Wealth Management
Virginia
$549K -$42.6K -112 -7%
RC
874
Roundview Capital
New Jersey
$548K – – –
MYIA
875
Mount Yale Investment Advisors
Colorado
$548K +$192K +506 +54%
33 34
35
36 37