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Intuit
INTU

Overview Fund Activity

1,305 hedge funds and large institutions have $88.1B invested in Intuit in 2020 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 526 increasing their positions, 383 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+135
Holders Change %
+11.54%
% of All Funds
23.15%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.94%
New
217
Increased
526
Reduced
383
Closed
65
Calls
$621M
Puts
$678M
Net Calls
-$57M
Net Calls Change
-$32M

Top Buyers

1
TP
Third Point
New York
+$266M
2
SF
Susquehanna Foundation
Pennsylvania
+$256M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$211M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$211M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$200M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$468M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$206M
3
State Street
State Street
Massachusetts
-$191M
4
Bank of America
Bank of America
North Carolina
-$169M
5
Two Sigma Investments
Two Sigma Investments
New York
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
926
Wealth Management Associates
New Jersey
$437K +$46K +121 +12%
C
927
Certuity
Florida
$436K +$436K +1,147 New
WC
928
Woodstock Corp
Massachusetts
$435K +$435K +1,146 New
MWM
929
Mission Wealth Management
California
$432K -$34.9K -92 -7%
BFA
930
Beaumont Financial Advisors
Massachusetts
$425K +$425K +1,119 New
BHBT
931
Burke & Herbert Bank & Trust
Virginia
$424K – – –
OIA
932
OneDigital Investment Advisors
Kansas
$424K +$6.84K +18 +2%
WPP
933
Whalerock Point Partners
Rhode Island
$424K +$294K +772 +225%
FHA
934
First Horizon Advisors
Tennessee
$421K -$15.9K -42 -4%
PFM
935
Parsec Financial Management
North Carolina
$420K – – –
SC
936
SouthState Corp
Florida
$418K -$76K -200 -15%
WA
937
Wealth Alliance
New York
$416K -$3.04K -8 -0.7%
CP
938
Camelot Portfolios
Ohio
$416K – – –
HSA
939
HBK Sorce Advisory
Pennsylvania
$413K +$47.4K +125 +13%
TWM
940
Tolleson Wealth Management
Texas
$409K – – –
AWA
941
Alta Wealth Advisors
Massachusetts
$409K +$409K +1,078 New
PGIM
942
Pacific Global Investment Management
California
$408K -$3.42K -9 -0.8%
AOWM
943
Alpha Omega Wealth Management
Virginia
$408K – – –
IFWM
944
Institute for Wealth Management
Colorado
$405K – – –
Carson Wealth (CWM LLC)
945
Carson Wealth (CWM LLC)
Nebraska
$404K – – –
IWC
946
Integrated Wealth Concepts
Massachusetts
$402K +$41.1K +108 +11%
BCM
947
Bayesian Capital Management
New York
$402K +$402K +1,057 New
DA
948
DSC Advisors
Illinois
$400K -$131K -345 -25%
GGI
949
Godsey & Gibb Inc
Virginia
$395K +$760 +2 +0.2%
CRC
950
Curi RMB Capital
Illinois
$394K -$99.4K -262 -20%
36 37
38
39 40