INTU icon

Intuit

1,436 hedge funds and large institutions have $123B invested in Intuit in 2021 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 546 increasing their positions, 510 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+66
Holders Change %
+4.82%
% of All Funds
25.22%
Holding in Top 10
80
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+21.21%
% of All Funds
1.4%
New
137
Increased
546
Reduced
510
Closed
54
Calls
$1.25B
Puts
$1.56B
Net Calls
-$316M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Shares
Change %
MMG
851
Monetary Management Group
Missouri
$931K
EMG
852
ETF Managers Group
New Jersey
$930K -$2.92M -5,337 -76%
HFG
853
Heron Financial Group
New York
$930K
WANY
854
Wealthspire Advisors (New York)
New York
$921K +$421K +780 +84%
LWM
855
Liberty Wealth Management
California
$920K +$540 +1 +0.1%
KWM
856
Kingsview Wealth Management
Oregon
$914K -$103K -191 -10%
IIC
857
Integrated Investment Consultants
Michigan
$911K +$37.2K +69 +4%
KPW
858
Kore Private Wealth
New York
$909K +$87.9K +163 +11%
PL
859
Parthenon LLC
Kentucky
$904K -$13.5K -25 -1%
AWM
860
Apollon Wealth Management
South Carolina
$899K +$209K +387 +30%
GAG
861
GM Advisory Group
New York
$882K
IC
862
Intersect Capital
California
$880K +$118K +219 +16%
SVWAG
863
Sound View Wealth Advisors Group
Georgia
$876K +$155K +287 +21%
ARMT
864
Amica Retiree Medical Trust
Rhode Island
$871K -$385K -713 -31%
RWA
865
Ropes Wealth Advisors
Massachusetts
$869K -$42.6K -79 -5%
FFBTD
866
First Financial Bank - Trust Division
Ohio
$863K
WA
867
Wealth Architects
California
$863K +$601K +1,113 +229%
O
868
Ossiam
France
$861K -$9.6M -17,800 -92%
GLA
869
Great Lakes Advisors
Illinois
$859K +$37.2K +69 +5%
CCA
870
Conestoga Capital Advisors
Pennsylvania
$858K
VST
871
Van Strum & Towne
California
$856K
PFP
872
Pinnacle Financial Partners
Tennessee
$843K -$10.2K -19 -1%
BWP
873
Baldwin Wealth Partners
Massachusetts
$841K
OLA
874
Oliver Luxxe Assets
New Jersey
$836K -$27K -50 -3%
WPW
875
Waldron Private Wealth
Pennsylvania
$833K +$510K +946 +158%