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Intuit

1,170 hedge funds and large institutions have $73.7B invested in Intuit in 2020 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 444 increasing their positions, 407 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+66
Holders Change %
+5.98%
% of All Funds
23.67%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.79%
New
128
Increased
444
Reduced
407
Closed
55
Calls
$489M
Puts
$515M
Net Calls
-$25M
Net Calls Change
+$98.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CRCM
901
Corbett Road Capital Management
Virginia
$316K +$21.2K +65 +7%
HSA
902
HBK Sorce Advisory
Pennsylvania
$314K -$85.4K -262 -21%
PTC
903
Petrus Trust Company
Texas
$312K +$312K +955 New
WA
904
WESPAC Advisors
California
$311K
HB
905
Homrich & Berg
Georgia
$311K +$3.26K +10 +1%
YMRC
906
Yorktown Management & Research Company
Virginia
$310K
IWC
907
Integrated Wealth Concepts
Massachusetts
$310K +$53.9K +165 +21%
OC
908
Oakworth Capital
Alabama
$309K -$3.92K -12 -1%
BFA
909
Bragg Financial Advisors
North Carolina
$308K
CA
910
Cetera Advisors
Colorado
$306K -$86.7K -266 -22%
PFA
911
Pathway Financial Advisors
Vermont
$305K
NICM
912
Neo Ivy Capital Management
New York
$305K +$305K +935 New
MYIA
913
Mount Yale Investment Advisors
Colorado
$305K +$305K +936 New
FFA
914
First Foundation Advisors
California
$302K +$302K +925 New
GDP
915
Great Diamond Partners
Maine
$299K
FNBT
916
FineMark National Bank & Trust
Florida
$296K
PWM
917
Perigon Wealth Management
California
$295K -$13.7K -42 -4%
BC
918
Bartlett & Co
Ohio
$294K -$73.5K -225 -20%
PWP
919
Principle Wealth Partners
Connecticut
$294K -$8.49K -26 -3%
QCM
920
Quest Capital Management
Texas
$294K -$1.3K -4 -0.4%
SACTSONJ
921
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$294K
BCWM
922
Bartlett & Co Wealth Management
Ohio
$294K -$73.4K -225 -20%
RIM
923
Rampart Investment Management
Connecticut
$292K -$1.29M -3,940 -81%
ARTA
924
A.R.T. Advisors
New York
$292K +$292K +896 New
CCM
925
Coldstream Capital Management
Washington
$290K +$11.4K +35 +4%