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Intuit
INTU

Overview Fund Activity

1,327 hedge funds and large institutions have $88.7B invested in Intuit in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 532 increasing their positions, 470 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+22
Holders Change %
+1.69%
% of All Funds
23.37%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.86%
New
117
Increased
532
Reduced
470
Closed
82
Calls
$625M
Puts
$616M
Net Calls
+$8.89M
Net Calls Change
+$65.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$561M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$393M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$299M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$287M
5
Franklin Resources
Franklin Resources
California
+$193M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$262M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$219M
3
FPP
Findlay Park Partners
United Kingdom
-$175M
4
Citadel Advisors
Citadel Advisors
Florida
-$157M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
851
Liberty Wealth Management
California
$635K – – –
PCP
852
Proficio Capital Partners
Massachusetts
$634K +$359K +939 +131%
PFP
853
Pinnacle Financial Partners
Tennessee
$633K +$33K +86 +5%
LWP
854
Lumature Wealth Partners
Georgia
$631K +$631K +1,646 New
PFG
855
PAX Financial Group
Texas
$629K +$38.3K +100 +6%
HAG
856
HighPoint Advisor Group
Illinois
$629K +$130K +311 +26%
GC
857
Guardian Capital
Ontario, Canada
$626K -$63.2K -165 -9%
GAG
858
GM Advisory Group
New York
$626K +$23K +60 +4%
TCM
859
TimesSquare Capital Management
New York
$626K +$24.1K +63 +4%
SCA
860
Snowden Capital Advisors
New York
$620K -$169K -442 -21%
GLA
861
Great Lakes Advisors
Illinois
$617K +$94.7K +247 +18%
C
862
Certuity
Florida
$616K +$177K +461 +40%
CCA
863
Conestoga Capital Advisors
Pennsylvania
$615K -$24.9K -65 -4%
FFBTD
864
First Financial Bank - Trust Division
Ohio
$613K – – –
EWF
865
Epstein & White Financial
California
$613K – – –
VST
866
Van Strum & Towne
California
$608K – – –
HI
867
Horizon Investments
North Carolina
$608K +$608K +1,587 New
SWM
868
Spire Wealth Management
Virginia
$602K +$602K +2,153 New
1WA
869
180 Wealth Advisors
Washington
$601K -$193K -446 -24%
PCA
870
Pallas Capital Advisors
Massachusetts
$594K +$594K +1,513 New
BWP
871
Baldwin Wealth Partners
Massachusetts
$593K – – –
FPCG
872
Fort Pitt Capital Group
Pennsylvania
$591K +$591K +1,542 New
TW
873
Transform Wealth
Colorado
$588K -$131K -343 -18%
SFA
874
Sequoia Financial Advisors
Ohio
$587K +$47.1K +123 +9%
GFP
875
Gryphon Financial Partners
Ohio
$583K +$6.51K +17 +1%
33 34
35
36 37