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Intuit
INTU

Overview Fund Activity

1,008 hedge funds and large institutions have $60.6B invested in Intuit in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 367 increasing their positions, 387 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,008
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
22.14%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.72%
New
84
Increased
367
Reduced
387
Closed
66
Calls
$518M
Puts
$430M
Net Calls
+$87.9M
Net Calls Change
+$205M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$1.08B
2
BlackRock
BlackRock
New York
+$206M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$154M
4
Goldman Sachs
Goldman Sachs
New York
+$120M
5
NIPH
NN Investment Partners Holdings
Netherlands
+$92.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$239M
2
Primecap Management
Primecap Management
California
-$233M
3
Coatue Management
Coatue Management
New York
-$213M
4
JIM
Jupiter Investment Management
United Kingdom
-$184M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
901
Howe & Rusling
New York
$133K – – –
CB
902
CNB Bank
Pennsylvania
$133K +$102K +384 +328%
LWM
903
Liberty Wealth Management
California
$132K +$132K +500 New
TL
904
TrueWealth LLC
Georgia
$131K – – –
CFA
905
Carroll Financial Associates
North Carolina
$130K – – –
JFGIW
906
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K +$127K +479 New
OIA
907
Optimum Investment Advisors
Illinois
$121K -$5.05K -19 -4%
AssetMark Inc
908
AssetMark Inc
California
$120K +$1.6K +6 +1%
VCM
909
Vigilant Capital Management
Maine
$112K -$54.7K -205 -33%
AA
910
Advisory Alpha
Michigan
$112K +$112K +423 New
FPFS
911
First Personal Financial Services
North Carolina
$110K -$502K -1,885 -82%
NL
912
NVWM LLC
Pennsylvania
$106K – – –
PFBT
913
Parkside Financial Bank & Trust
Missouri
$104K – – –
ADL
914
Asset Dedication LLC
California
$102K – – –
CAPTRUST Financial Advisors
915
CAPTRUST Financial Advisors
North Carolina
$99K +$1.07K +4 +1%
CBT
916
Capital Bank & Trust
California
$95K +$2.93K +11 +3%
AIM
917
Anchor Investment Management
South Carolina
$93.1K +$13.3K +50 +17%
SNT
918
Security National Trust
West Virginia
$93K – – –
BCA
919
Berman Capital Advisors
Georgia
$91K – – –
BWM
920
BerganKDV Wealth Management
Minnesota
$89K – – –
BSPF
921
British Steel Pension Fund
United Kingdom
$88K -$61.8K -233 -41%
QAM
922
QCI Asset Management
New York
$85K – – –
MA
923
MUFG Americas
New York
$84K – – –
RFA
924
Reilly Financial Advisors
California
$84K +$5.32K +20 +7%
GRP
925
Global Retirement Partners
California
$82K -$57.2K -214 -41%
35 36
37
38 39