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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 %
O
876
Ossiam
France
$582K +$377K +985 +184%
CWM
877
Concentric Wealth Management
California
$575K -$76.7K -200 -12%
FIM
878
Freedom Investment Management
Connecticut
$574K -$105K -274 -15%
GWM
879
Geneos Wealth Management
Colorado
$574K +$824 +2 +0.1%
SC
880
Savant Capital
Illinois
$574K +$15.3K +40 +3%
TC
881
Truvestments Capital
Florida
$574K +$86.5K +226 +18%
ST
882
Smithfield Trust
Pennsylvania
$564K – – –
ST
883
Spinnaker Trust
Maine
$558K -$28.7K -75 -5%
VA
884
Valmark Advisers
Ohio
$558K +$27.2K +71 +5%
ZB
885
Zions Bancorporation
Utah
$555K +$97.4K +254 +21%
GIA
886
Gateway Investment Advisers
Ohio
$552K +$8.81K +23 +2%
Fisher Asset Management
887
Fisher Asset Management
Washington
$548K -$227K -592 -29%
NFG
888
Next Financial Group
Texas
$546K -$36K -94 -6%
TW
889
TrinityPoint Wealth
Connecticut
$545K -$7.67K -20 -1%
HG
890
Harbor Group
New Hampshire
$541K -$106K -260 -16%
KFP
891
KMG Fiduciary Partners
Ohio
$540K +$3.83K +10 +0.7%
AIP
892
Almanack Investment Partners
Pennsylvania
$540K +$94.3K +246 +21%
AWM
893
Act Wealth Management
Texas
$536K – – –
JWA
894
JFS Wealth Advisors
Pennsylvania
$533K +$10.7K +28 +2%
BOM
895
Bank of Marin
California
$533K +$193K +505 +57%
RC
896
Roundview Capital
New Jersey
$532K -$19.9K -52 -4%
EB
897
Eastern Bank
Massachusetts
$529K -$19.2K -50 -3%
IC
898
Intersect Capital
California
$527K +$6.9K +18 +1%
1SB
899
1ST Source Bank
Indiana
$525K -$63.2K -165 -11%
FAIM
900
Financial Advocates Investment Management
Washington
$520K +$520K +1,358 New
34 35
36
37 38