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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
TFS
951
TrustCore Financial Services
Tennessee
$63K
PWMG
952
Prestige Wealth Management Group
New Jersey
$62K +$73.4K +271 +9,033%
HWA
953
Heritage Wealth Advisors
Virginia
$61.6K -$1.9K -7 -3%
PW
954
Price Wealth
Texas
$61K -$10.6K -39 -13%
PB
955
Pinnacle Bancorp
Nebraska
$59K
VCM
956
Vigilant Capital Management
Maine
$56K -$47.4K -175 -42%
EI
957
Ellevest Inc
New York
$56K +$8.39K +31 +15%
GRP
958
Global Retirement Partners
California
$53K -$6.77K -25 -10%
SQA
959
Simon Quick Advisors
New Jersey
$53K +$4.33K +16 +7%
CFGS
960
Concourse Financial Group Securities
Alabama
$51K -$6.5K -24 -10%
PGAM
961
Princeton Global Asset Management
New Jersey
$51K +$21.7K +80 +56%
NL
962
NVWM LLC
Pennsylvania
$46K +$54.2K +200 New
BCM
963
Birch Capital Management
Texas
$45K
OSAM
964
O'Shaughnessy Asset Management
Connecticut
$44K -$1.22M -4,521 -96%
IF
965
Ironwood Financial
Arizona
$43K
BFEC
966
Benjamin F. Edwards & Company
Missouri
$42K -$8.12K -30 -14%
MPWT
967
MassMutual Private Wealth & Trust
Connecticut
$42K +$16.5K +61 +51%
FRA
968
Front Row Advisors
California
$42K +$41.7K +154 New
O
969
Ossiam
France
$41K -$84.2K -311 -64%
SWA
970
Sutton Wealth Advisors
Florida
$40K +$2.71K +10 +6%
WEC
971
Winslow Evans & Crocker
Massachusetts
$40K
VCM
972
Versant Capital Management
Arizona
$38K
CAC
973
Certified Advisory Corp
Florida
$37K
SLF
974
Sun Life Financial
Ontario, Canada
$36K +$1.08K +4 +3%
WAP
975
Wealthcare Advisory Partners
Pennsylvania
$35K +$1.35K +5 +3%

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.