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Intuit

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
SSB
901
Sandy Spring Bank
Maryland
$150K -$10.6K -39 -6%
TFO
902
Tarbox Family Office
California
$147K +$2.44K +9 +1%
SBL
903
Sargent Bickham Lagudis
Colorado
$146K +$149K +550 +655%
LB
904
Legacy Bridge
Iowa
$145K +$33.8K +125 +25%
SFS
905
Sowell Financial Services
Arkansas
$144K -$17.1K -63 -9%
BAM
906
Belpointe Asset Management
Nevada
$144K +$170K +627 New
AIM
907
Anchor Investment Management
South Carolina
$144K +$20.3K +75 +14%
AIM
908
AIA Investment Management
Singapore
$143K +$16.2K +60 +11%
FANJ
909
Financial Architects (New Jersey)
New Jersey
$142K
SIM
910
Sonora Investment Management
Arizona
$138K
PCG
911
Private Capital Group
Connecticut
$133K -$14.4K -53 -8%
HMS
912
Hanseatic Management Services
New Mexico
$131K -$10.3K -38 -6%
FHA
913
Flagship Harbor Advisors
Massachusetts
$131K +$542 +2 +0.4%
BL
914
Balentine LLC
Georgia
$130K +$67.7K +250 +80%
PAA
915
Peregrine Asset Advisers
Oregon
$128K +$151K +557 New
CMA
916
Cedar Mountain Advisors
Oregon
$127K +$1.35K +5 +0.9%
AssetMark Inc
917
AssetMark Inc
California
$124K +$3.79K +14 +3%
AIC
918
Ameritas Investment Company
Nebraska
$118K +$105K +388 +306%
TPWA
919
TRUE Private Wealth Advisors
Oregon
$117K +$52.3K +193 +61%
TL
920
TrueWealth LLC
Georgia
$116K
HR
921
Howe & Rusling
New York
$115K
LWM
922
Liberty Wealth Management
California
$115K
NCM
923
Next Capital Management
New York
$115K +$135K +500 New
PA
924
Procyon Advisors
Connecticut
$114K
BCA
925
Berman Capital Advisors
Georgia
$110K +$37.9K +140 +41%

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.