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Intuit

1,436 hedge funds and large institutions have $123B invested in Intuit in 2021 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 546 increasing their positions, 510 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+66
Holders Change %
+4.82%
% of All Funds
25.22%
Holding in Top 10
80
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+21.21%
% of All Funds
1.4%
New
137
Increased
546
Reduced
510
Closed
54
Calls
$1.25B
Puts
$1.56B
Net Calls
-$316M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
951
Trellis Advisors
Washington
$629K -$10.8K -20 -2%
MC
952
Machina Capital
France
$626K +$626K +1,161 New
CS
953
Cannell & Spears
New York
$625K
CB
954
CNB Bank
Pennsylvania
$621K +$20K +37 +3%
WMA
955
Wealth Management Associates
New Jersey
$620K
MFGM
956
Marshall Financial Group (Maryland)
Maryland
$620K -$8.09K -15 -1%
IFWM
957
Institute for Wealth Management
Colorado
$613K
VCM
958
Vigilant Capital Management
Maine
$611K +$31.3K +58 +5%
CCA
959
Column Capital Advisors
Indiana
$605K -$15.1K -28 -2%
WSTAM
960
Wilbanks Smith & Thomas Asset Management
Virginia
$604K +$119K +220 +24%
DS
961
DRW Securities
Illinois
$602K -$27K -50 -4%
WPP
962
Whalerock Point Partners
Rhode Island
$602K
SS
963
Simplicity Solutions
Minnesota
$601K +$79.4K +147 +15%
IC
964
Inverness Counsel
New York
$599K +$298K +553 +99%
WFC
965
Western Financial Corp
California
$596K -$33.5K -62 -5%
CIC
966
Crawford Investment Counsel
Georgia
$595K +$16.2K +30 +3%
PWM
967
Perigon Wealth Management
California
$593K +$13K +24 +2%
CPA
968
Clear Perspective Advisors
Illinois
$592K -$35K -65 -6%
WC
969
Woodstock Corp
Massachusetts
$591K -$35.1K -65 -6%
BHBT
970
Burke & Herbert Bank & Trust
Virginia
$588K -$8.09K -15 -1%
TC
971
Truvestments Capital
Florida
$587K +$9.16K +17 +2%
ASC
972
Atalanta Sosnoff Capital
New York
$585K -$2.7K -5 -0.5%
MSFS
973
Main Street Financial Solutions
Pennsylvania
$585K +$19.4K +36 +3%
AG
974
AlphaSimPlex Group
Massachusetts
$584K +$584K +1,083 New
MG
975
Mather Group
Illinois
$583K -$43.1K -80 -7%