INTU icon

Intuit
INTU

Overview Fund Activity

1,370 hedge funds and large institutions have $113B invested in Intuit in 2021 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 515 increasing their positions, 490 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+43
Holders Change %
+3.24%
% of All Funds
23.92%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.15%
New
138
Increased
515
Reduced
490
Closed
81
Calls
$837M
Puts
$946M
Net Calls
-$109M
Net Calls Change
-$118M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$625M
2
Macquarie Group
Macquarie Group
Australia
+$537M
3
EC
Eminence Capital
New York
+$156M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$145M
5
Artisan Partners
Artisan Partners
Wisconsin
+$144M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$223M
2
Ameriprise
Ameriprise
Minnesota
-$144M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$137M
4
PC
PointState Capital
New York
-$132M
5
FPP
Findlay Park Partners
United Kingdom
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
901
Geneos Wealth Management
Colorado
$636K -$57.2K -115 -8%
FNT
902
First National Trust
Pennsylvania
$635K +$28.4K +58 +5%
RMCM
903
Reynders McVeigh Capital Management
Massachusetts
$628K – – –
AWM
904
Apollon Wealth Management
South Carolina
$627K +$24K +49 +4%
MA
905
Mutual Advisors
Nebraska
$625K +$2.94K +6 +0.5%
1WA
906
180 Wealth Advisors
Washington
$623K -$111K -210 -15%
IWC
907
Integrated Wealth Concepts
Massachusetts
$617K +$94.7K +193 +18%
CPWA
908
Cerro Pacific Wealth Advisors
California
$616K +$616K +1,257 New
APP
909
Avantax Planning Partners
Iowa
$609K +$231K +472 +61%
HSA
910
HBK Sorce Advisory
Pennsylvania
$605K -$46K -94 -7%
NSIM
911
North Star Investment Management
Illinois
$603K – – –
RB
912
Renasant Bank
Mississippi
$603K +$490 +1 +0.1%
QSS
913
Quantitative Systematic Strategies
Florida
$599K -$3.13M -6,398 -84%
RWM
914
Ritholtz Wealth Management
New York
$599K +$127K +258 +27%
BC
915
Burney Company
Virginia
$599K +$599K +1,222 New
CBTWT
916
Community Bank & Trust (Waco, Texas)
Texas
$596K +$133K +272 +29%
NRS
917
Neville Rodie & Shaw
New York
$592K – – –
BG
918
Bahl & Gaynor
Ohio
$588K – – –
WBG
919
Wharton Business Group
Pennsylvania
$584K -$39.2K -80 -6%
TA
920
Trellis Advisors
Washington
$582K -$9.81K -20 -2%
MWM
921
Modera Wealth Management
New Jersey
$582K +$7.36K +15 +1%
MFGM
922
Marshall Financial Group (Maryland)
Maryland
$571K -$1.12M -2,274 -66%
WFC
923
Western Financial Corp
California
$571K +$28.4K +58 +5%
DS
924
DRW Securities
Illinois
$571K +$571K +1,165 New
CPA
925
Clear Perspective Advisors
Illinois
$570K +$163K +332 +40%
35 36
37
38 39