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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
ADL
926
Asset Dedication LLC
California
$106K +$19.2K +71 +18%
LC
927
Lindbrook Capital
California
$104K -$39.3K -145 -24%
PAM
928
Paradigm Asset Management
New York
$104K
AA
929
Advisory Alpha
Michigan
$103K
JFGIW
930
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$103K +$2.17K +8 +2%
MHR
931
Matthew Hamilton Rosenberg
$99K +$116K +427 New
PFBT
932
Parkside Financial Bank & Trust
Missouri
$95K +$542 +2 +0.5%
AAM
933
Ardevora Asset Management
United Kingdom
$92K
AWM
934
Atticus Wealth Management
Florida
$91K -$4.87K -18 -4%
FPFS
935
First Personal Financial Services
North Carolina
$86K -$7.04K -26 -6%
VFA
936
Valeo Financial Advisors
Indiana
$83K +$542 +2 +0.6%
PAI
937
Pittenger & Anderson Inc
Nebraska
$81K +$67.7K +250 +250%
CBT
938
Capital Bank & Trust
California
$80K -$2.98K -11 -3%
HIA
939
Harbor Investment Advisory
Maryland
$80K +$36.6K +135 +63%
RFA
940
Reilly Financial Advisors
California
$77K +$9.21K +34 +11%
BWM
941
BerganKDV Wealth Management
Minnesota
$75K -$8.12K -30 -8%
QAM
942
QCI Asset Management
New York
$74K
IUHSA
943
Itau Unibanco Holding S.A.
Brazil
$73K -$41.2K -152 -32%
MDCM
944
Morgan Dempsey Capital Management
Wisconsin
$69K
GAM
945
Gemmer Asset Management
California
$69K +$3.25K +12 +4%
FA
946
Fortis Advisors
Pennsylvania
$69K +$81.2K +300 New
FCA
947
FinTrust Capital Advisors
South Carolina
$68K +$30.6K +113 +61%
OIA
948
Optimum Investment Advisors
Illinois
$64K -$47.7K -176 -39%
SIAS
949
Shine Investment Advisory Services
Colorado
$64K +$11.9K +44 +19%
RCA
950
Ranch Capital Advisors
Florida
$63K

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.