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Intuit

1,436 hedge funds and large institutions have $123B invested in Intuit in 2021 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 546 increasing their positions, 510 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+66
Holders Change %
+4.82%
% of All Funds
25.22%
Holding in Top 10
80
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+21.21%
% of All Funds
1.4%
New
137
Increased
546
Reduced
510
Closed
54
Calls
$1.25B
Puts
$1.56B
Net Calls
-$316M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
901
Ritholtz Wealth Management
New York
$762K +$103K +191 +16%
GFP
902
Gryphon Financial Partners
Ohio
$761K -$79.8K -148 -9%
CFA
903
Camarda Financial Advisors
Florida
$760K +$760K +1,409 New
PFM
904
Parsec Financial Management
North Carolina
$759K +$82.1K +134 +12%
IWC
905
Integrated Wealth Concepts
Massachusetts
$758K +$79.3K +147 +12%
JWA
906
JFS Wealth Advisors
Pennsylvania
$756K +$5.4K +10 +0.7%
CPW
907
Catalyst Private Wealth
California
$749K -$141K -262 -16%
SCA
908
Snowden Capital Advisors
New York
$746K -$72.3K -134 -9%
RC
909
Roundview Capital
New Jersey
$746K -$4.32K -8 -0.6%
EB
910
Eastern Bank
Massachusetts
$745K
AA
911
Ancora Advisors
Ohio
$745K +$16.2K +30 +2%
GWM
912
Geneos Wealth Management
Colorado
$744K +$49.5K +91 +7%
CQS
913
Credential Qtrade Securities
$742K +$238K +442 +47%
BOM
914
Bank of Marin
California
$741K -$14K -26 -2%
ANTB
915
AMG National Trust Bank
Colorado
$738K -$170K -315 -19%
GC
916
Guardian Capital
Ontario, Canada
$731K
BP
917
Ballentine Partners
Massachusetts
$727K +$6.47K +12 +0.9%
GIA
918
Gateway Investment Advisers
Ohio
$725K -$15.1K -28 -2%
HG
919
Harbor Group
New Hampshire
$717K
TW
920
Transform Wealth
Colorado
$713K -$20.5K -38 -3%
FNT
921
First National Trust
Pennsylvania
$712K +$13K +24 +2%
1SB
922
1ST Source Bank
Indiana
$710K -$13.5K -25 -2%
RMCM
923
Reynders McVeigh Capital Management
Massachusetts
$696K +$5.39K +10 +0.8%
MA
924
Mutual Advisors
Nebraska
$692K +$3.78K +7 +0.5%
XT
925
XTX Topco
Cayman Islands
$692K +$692K +1,282 New