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Intuit
INTU

Overview Fund Activity

1,327 hedge funds and large institutions have $88.7B invested in Intuit in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 532 increasing their positions, 470 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+22
Holders Change %
+1.69%
% of All Funds
23.37%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.86%
New
117
Increased
532
Reduced
470
Closed
82
Calls
$625M
Puts
$616M
Net Calls
+$8.89M
Net Calls Change
+$65.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$561M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$393M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$299M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$287M
5
Franklin Resources
Franklin Resources
California
+$193M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$262M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$219M
3
FPP
Findlay Park Partners
United Kingdom
-$175M
4
Citadel Advisors
Citadel Advisors
Florida
-$157M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
951
Plante Moran Financial Advisors
Michigan
$427K +$369K +963 +634%
WFC
952
Western Financial Corp
California
$425K +$32.2K +84 +8%
GAM
953
Gotham Asset Management
New York
$423K -$1.7M -4,430 -80%
PFM
954
Parsec Financial Management
North Carolina
$423K – – –
BFM
955
Boothbay Fund Management
New York
$419K -$4.22M -11,007 -91%
CP
956
Camelot Portfolios
Ohio
$419K – – –
CB
957
CNB Bank
Pennsylvania
$415K +$81.2K +212 +24%
CPW
958
Catalyst Private Wealth
California
$414K -$767K -2,004 -65%
CC
959
Caxton Corporation
New Jersey
$414K +$142K +370 +52%
AWA
960
Alta Wealth Advisors
Massachusetts
$413K – – –
PFS
961
Prospera Financial Services
Texas
$413K +$152K +396 +58%
VCM
962
Vigilant Capital Management
Maine
$412K -$38.3K -100 -9%
TWM
963
Tolleson Wealth Management
Texas
$412K – – –
AOWM
964
Alpha Omega Wealth Management
Virginia
$412K – – –
PGIM
965
Pacific Global Investment Management
California
$412K +$383 +1 +0.1%
OPS
966
Orion Portfolio Solutions
Nebraska
$411K +$26K +68 +7%
PWM
967
Perigon Wealth Management
California
$409K +$42.5K +111 +12%
AG
968
AIA Group
Hong Kong
$409K +$154K +403 +61%
IWC
969
Integrated Wealth Concepts
Massachusetts
$408K +$3.07K +8 +0.8%
CIC
970
Crawford Investment Counsel
Georgia
$407K -$38.3K -100 -9%
BDFN
971
Bond & Devick Financial Network
Minnesota
$405K -$38.3K -100 -9%
Carson Wealth (CWM LLC)
972
Carson Wealth (CWM LLC)
Nebraska
$404K – – –
BW
973
Bison Wealth
Georgia
$401K -$270K -703 -40%
PFA
974
Pathway Financial Advisors
Vermont
$400K – – –
MMA
975
Miracle Mile Advisors
California
$397K +$99.2K +259 +33%
37 38
39
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