INTU icon

Intuit
INTU

Overview Fund Activity

1,008 hedge funds and large institutions have $60.6B invested in Intuit in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 367 increasing their positions, 387 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,008
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
22.14%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.72%
New
84
Increased
367
Reduced
387
Closed
66
Calls
$518M
Puts
$430M
Net Calls
+$87.9M
Net Calls Change
+$205M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$1.08B
2
BlackRock
BlackRock
New York
+$206M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$154M
4
Goldman Sachs
Goldman Sachs
New York
+$120M
5
NIPH
NN Investment Partners Holdings
Netherlands
+$92.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$239M
2
Primecap Management
Primecap Management
California
-$233M
3
Coatue Management
Coatue Management
New York
-$213M
4
JIM
Jupiter Investment Management
United Kingdom
-$184M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
951
Certified Advisory Corp
Florida
$43K +$43K +160 New
WPA
952
West Paces Advisors
Georgia
$42.6K – – –
WAP
953
Wealthcare Advisory Partners
Pennsylvania
$40K – – –
CAGAS
954
Capital Advisory Group Advisory Services
Minnesota
$40K – – –
VFA
955
Valeo Financial Advisors
Indiana
$37K +$2.1K +8 +6%
O
956
Ossiam
France
$35K -$104K -396 -75%
TFO
957
Tarbox Family Office
California
$34K – – –
CI
958
CX Institutional
Indiana
$31K +$1.33K +5 +4%
UB
959
UMB Bank
Missouri
$30.3K -$1.18K -4,430 -4%
PAI
960
Pittenger & Anderson Inc
Nebraska
$27K – – –
WOC
961
West Oak Capital
California
$27K +$27K +100 New
First Manhattan
962
First Manhattan
New York
$26K -$731K -2,785 -97%
BWA
963
Burt Wealth Advisors
Maryland
$26K – – –
FA
964
Financial Advantage
Maryland
$26K – – –
MPWT
965
MassMutual Private Wealth & Trust
Connecticut
$26K +$4.06K +15 +19%
CT
966
Clearstead Trust
Maine
$25K – – –
EI
967
Ellevest Inc
New York
$25K +$1.61K +6 +7%
HDIM
968
Hanson & Doremus Investment Management
Vermont
$23K -$1.85K -7 -7%
AF
969
Allworth Financial
California
$23K +$5.41K +20 +31%
AS
970
Altshuler Shaham
Israel
$23K +$6.01K +23 +35%
SBL
971
Sargent Bickham Lagudis
Colorado
$22K -$17K -65 -44%
HI
972
Human Investing
Oregon
$21K -$4.85K -18 -19%
LWANC
973
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K +$10.2K +39 +95%
TSW
974
Thompson Siegel & Walmsley
Virginia
$15K – – –
FGAM
975
Financial Gravity Asset Management
Texas
$12K – – –
37 38
39
40 41