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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
MF
976
Manchester Financial
California
$35K +$10K +37 +33%
CAGAS
977
Capital Advisory Group Advisory Services
Minnesota
$35K +$40.6K +150 New
CC
978
Cognios Capital
Kansas
$32K +$37.9K +140 New
VEA
979
Virtus ETF Advisers
New York
$31K +$4.33K +16 +14%
WPA
980
West Paces Advisors
Georgia
$29.9K -$8.12K -30 -19%
FMII
981
Farmers & Merchants Investments Inc
Nebraska
$29K -$27.1K -100 -45%
LWANC
982
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K +$10.8K +40 +50%
APWM
983
Atlas Private Wealth Management
New York
$26K +$3.25K +12 +12%
Loomis, Sayles & Company
984
Loomis, Sayles & Company
Massachusetts
$23K -$204K -755 -89%
EFSCE
985
Enterprise Financial Services Corp (EFSC)
Missouri
$23K -$10.3K -38 -27%
FA
986
Financial Advantage
Maryland
$23K
First Manhattan
987
First Manhattan
New York
$23K +$5.14K +19 +23%
SIC
988
Salem Investment Counselors
North Carolina
$22K -$27.6K -102 -51%
BWA
989
Burt Wealth Advisors
Maryland
$22K
CT
990
Clearstead Trust
Maine
$21K
CI
991
CX Institutional
Indiana
$20K -$8.39K -31 -26%
HDIM
992
Hanson & Doremus Investment Management
Vermont
$20K
HI
993
Human Investing
Oregon
$18K
SC
994
Steph & Co
Wisconsin
$18K
AWM
995
Avior Wealth Management
Nebraska
$18K +$20.3K +75 +1,071%
GWS
996
Glassman Wealth Services
Virginia
$17K +$9.48K +35 +92%
WT
997
Washington Trust
Rhode Island
$17K +$20.3K +75 New
AS
998
Altshuler Shaham
Israel
$16K -$2.71K -10 -13%
AF
999
Allworth Financial
California
$15K -$5.42K -20 -24%
VCP
1000
Verus Capital Partners
Arizona
$14K

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.