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Intuit
INTU

Overview Fund Activity

1,084 hedge funds and large institutions have $59.6B invested in Intuit in 2019 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 393 increasing their positions, 372 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
+76
Holders Change %
+7.54%
% of All Funds
21.41%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
150
Increased
393
Reduced
372
Closed
62
Calls
$367M
Puts
$478M
Net Calls
-$110M
Net Calls Change
-$198M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
+$310M
2
FPP
Findlay Park Partners
United Kingdom
+$264M
3
Edgewood Management
Edgewood Management
Connecticut
+$225M
4
Principal Financial Group
Principal Financial Group
Iowa
+$210M
5
Ameriprise
Ameriprise
Minnesota
+$180M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$734M
2
Invesco
Invesco
Georgia
-$682M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$371M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$228M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
976
Balentine LLC
Georgia
$82K +$73.1K +280 +824%
TPWA
977
TRUE Private Wealth Advisors
Oregon
$82K +$82K +316 New
PW
978
Price Wealth
Texas
$80K +$80K +305 New
RFA
979
Reilly Financial Advisors
California
$79K -$4.21K -16 -5%
MDCM
980
Morgan Dempsey Capital Management
Wisconsin
$78K – – –
AP
981
Americana Partners
Texas
$78K +$78K +300 New
GAM
982
Gemmer Asset Management
California
$76K +$2.89K +11 +4%
HWA
983
Heritage Wealth Advisors
Virginia
$72K +$24.9K +95 +53%
TFS
984
TrustCore Financial Services
Tennessee
$72K – – –
RCA
985
Ranch Capital Advisors
Florida
$72K +$72K +274 New
GRP
986
Global Retirement Partners
California
$67K -$13K -50 -16%
PB
987
Pinnacle Bancorp
Nebraska
$67K -$4.43K -17 -6%
CFGS
988
Concourse Financial Group Securities
Alabama
$65K +$16.3K +62 +34%
SIAS
989
Shine Investment Advisory Services
Colorado
$61K -$2.61K -10 -4%
FMT
990
First Mercantile Trust
Tennessee
$60K -$75K -285 -56%
FMII
991
Farmers & Merchants Investments Inc
Nebraska
$59K +$1.05K +4 +2%
BFEC
992
Benjamin F. Edwards & Company
Missouri
$56K – – –
SQA
993
Simon Quick Advisors
New Jersey
$56K – – –
EI
994
Ellevest Inc
New York
$56K +$31.4K +119 +128%
HIA
995
Harbor Investment Advisory
Maryland
$56K +$56K +215 New
TI
996
tru Independence
Oregon
$55K +$55K +238 New
SIC
997
Salem Investment Counselors
North Carolina
$52K +$4.18K +16 +9%
BCM
998
Birch Capital Management
Texas
$52K +$52K +197 New
EP
999
Eudaimonia Partners
Tennessee
$52K +$52K +197 New
TT
1000
TI-Trust
Illinois
$52K +$52K +200 New
38 39
40
41 42