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Intuit

1,104 hedge funds and large institutions have $67.1B invested in Intuit in 2020 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 402 increasing their positions, 404 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+56
Holders Change %
+5.34%
% of All Funds
22.69%
Holding in Top 10
40
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.65%
% of All Funds
0.82%
New
140
Increased
402
Reduced
404
Closed
75
Calls
$327M
Puts
$451M
Net Calls
-$123M
Net Calls Change
-$72.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FFN
926
Focus Financial Network
Minnesota
$230K +$230K +778 New
KIA
927
KCM Investment Advisors
California
$230K +$230K +775 New
CWM
928
Concentrum Wealth Management
California
$227K +$227K +765 New
WFA
929
Wade Financial Advisory
California
$226K +$226K +762 New
GCP
930
Gill Capital Partners
Colorado
$222K +$222K +750 New
KPCM
931
Kings Point Capital Management
New York
$221K
MBTD
932
Mechanics Bank - Trust Department
California
$221K +$221K +747 New
CBFP
933
Cedar Brook Financial Partners
Ohio
$218K +$218K +737 New
TAM
934
Trust Asset Management
Texas
$217K +$217K +731 New
EDRH
935
Edmond de Rothschild Holding
Switzerland
$217K +$217K +731 New
TFF
936
The Family Firm
Maryland
$214K +$214K +722 New
BWP
937
Bernardo Wealth Planning
Pennsylvania
$214K +$214K +724 New
CFB
938
Cullen/Frost Bankers
Texas
$213K
TNBTD
939
Trustmark National Bank Trust Department
Mississippi
$211K +$211K +713 New
AF
940
Advisornet Financial
Minnesota
$210K -$50.1K -169 -19%
KPW
941
Kore Private Wealth
New York
$210K +$8.57K +29 +4%
MCC
942
Malaga Cove Capital
California
$209K +$209K +706 New
AP
943
Americana Partners
Texas
$207K -$94.9K -321 -31%
SNT
944
Security National Trust
West Virginia
$207K
ECM
945
Element Capital Management
New York
$207K +$207K +699 New
OA
946
Oxbow Advisors
Texas
$207K +$207K +699 New
AIM
947
AIA Investment Management
Singapore
$206K +$21.4K +72 +12%
PL
948
Plancorp LLC
Missouri
$204K +$204K +688 New
PF
949
Phoenix Financial
Israel
$203K +$203K +747 New
BW
950
Bison Wealth
Georgia
$201K +$201K +677 New