INTU icon

Intuit
INTU

Overview Fund Activity

1,370 hedge funds and large institutions have $113B invested in Intuit in 2021 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 515 increasing their positions, 490 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+43
Holders Change %
+3.24%
% of All Funds
23.92%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.15%
New
138
Increased
515
Reduced
490
Closed
81
Calls
$837M
Puts
$946M
Net Calls
-$109M
Net Calls Change
-$118M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$625M
2
Macquarie Group
Macquarie Group
Australia
+$537M
3
EC
Eminence Capital
New York
+$156M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$145M
5
Artisan Partners
Artisan Partners
Wisconsin
+$144M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$223M
2
Ameriprise
Ameriprise
Minnesota
-$144M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$137M
4
PC
PointState Capital
New York
-$132M
5
FPP
Findlay Park Partners
United Kingdom
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
851
Baldwin Wealth Partners
Massachusetts
$764K +$4.9K +10 +0.6%
VA
852
Valmark Advisers
Ohio
$759K +$45.6K +93 +6%
CWM
853
Circle Wealth Management
New Jersey
$758K -$153K -313 -17%
SC
854
Savant Capital
Illinois
$753K +$18.6K +38 +3%
GLA
855
Great Lakes Advisors
Illinois
$747K -$42.2K -86 -5%
KPW
856
Kore Private Wealth
New York
$746K +$290K +592 +64%
SCA
857
Snowden Capital Advisors
New York
$744K -$49.5K -101 -6%
VCA
858
Verdence Capital Advisors
Maryland
$742K +$157K +321 +27%
FPCG
859
Fort Pitt Capital Group
Pennsylvania
$736K -$19.6K -40 -3%
CWM
860
Concentric Wealth Management
California
$735K – – –
TW
861
TrinityPoint Wealth
Connecticut
$732K +$35.3K +72 +5%
IEFM
862
IQ EQ Fund Management
Ireland
$729K -$86.2K -176 -11%
FIM
863
Freedom Investment Management
Connecticut
$725K -$9.31K -19 -1%
ST
864
Smithfield Trust
Pennsylvania
$724K +$1.96K +4 +0.3%
QCG
865
Quadrant Capital Group
Ohio
$719K +$146K +298 +25%
KFP
866
KMG Fiduciary Partners
Ohio
$716K +$24.5K +50 +4%
ST
867
Spinnaker Trust
Maine
$713K -$1.47K -3 -0.2%
HTC
868
Haverford Trust Company
Pennsylvania
$713K +$713K +1,454 New
GC
869
Gilbert & Cook
Iowa
$705K -$344K -703 -33%
CCM
870
Coldstream Capital Management
Washington
$695K +$51K +104 +8%
VHAM
871
Van Hulzen Asset Management
California
$693K +$396K +807 +133%
AIP
872
Almanack Investment Partners
Pennsylvania
$692K +$981 +2 +0.1%
IC
873
Intersect Capital
California
$692K +$18.1K +37 +3%
AWM
874
Act Wealth Management
Texas
$686K – – –
BOM
875
Bank of Marin
California
$686K +$3.92K +8 +0.6%
33 34
35
36 37