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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
GLR
876
Great Lakes Retirement
Ohio
$205K -$189K -697 -43%
CFA
877
Carroll Financial Associates
North Carolina
$204K +$52.5K +194 +28%
WC
878
Waterloo Capital
Texas
$204K +$240K +885 New
CICI
879
Capital Investment Counsel Inc
North Carolina
$203K
AFG
880
Albion Financial Group
Utah
$203K +$239K +881 New
AF
881
Advisornet Financial
Minnesota
$202K +$8.12K +30 +4%
WA
882
Wealth Alliance
New York
$202K +$238K +880 New
PFA
883
Pathway Financial Advisors
Vermont
$201K
RMC
884
Resources Management Corp
Connecticut
$196K
MC
885
Maverick Capital
Texas
$192K -$7.58M -27,979 -97%
AF
886
Arrow Financial
New York
$186K
CA
887
Clearstead Advisors
Ohio
$185K
BOC
888
Barbara Oil Co
Illinois
$184K
ECM
889
Elgethun Capital Management
South Dakota
$184K
NIM
890
NuWave Investment Management
New Jersey
$177K -$211K -781 -50%
HB
891
Horizon Bancorp
Indiana
$174K -$53.6K -198 -21%
CRCM
892
Corbett Road Capital Management
Virginia
$173K +$204K +753 New
BAMCO Inc
893
BAMCO Inc
New York
$172K +$203K +750 New
KPCM
894
Kings Point Capital Management
New York
$171K +$54.2K +200 +37%
CFB
895
Cullen/Frost Bankers
Texas
$166K
TC
896
Truvestments Capital
Florida
$164K -$76.6K -283 -28%
SNT
897
Security National Trust
West Virginia
$161K +$40.6K +150 +27%
KPW
898
Kore Private Wealth
New York
$157K +$8.39K +31 +5%
ST
899
Smithfield Trust
Pennsylvania
$154K
Marshall Wace
900
Marshall Wace
United Kingdom
$151K +$74.7K +276 +72%

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.