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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 %
CA
976
Calton & Associates
Florida
$578K -$139K -257 -19%
TIA
977
Tiemann Investment Advisors
California
$575K -$40.5K -75 -7%
SC
978
SouthState Corp
Florida
$575K
RF
979
RHS Financial
California
$571K -$35.6K -66 -6%
CGA
980
Crescent Grove Advisors
Illinois
$570K +$570K +1,056 New
Lido Advisors
981
Lido Advisors
California
$558K +$10.2K +19 +2%
TCM
982
Traynor Capital Management
Pennsylvania
$557K -$9.72K -18 -2%
RWB
983
RMR Wealth Builders
New Jersey
$556K
KJHP
984
K.J. Harrison & Partners
Ontario, Canada
$553K
PCM
985
Penserra Capital Management
California
$550K +$51.2K +95 +10%
SWM
986
SeaCrest Wealth Management
New York
$542K +$2.7K +5 +0.5%
PWP
987
Principle Wealth Partners
Connecticut
$540K
BDFN
988
Bond & Devick Financial Network
Minnesota
$540K
CBT
989
CoreFirst Bank & Trust
Kansas
$540K
PWMG
990
Pinnacle Wealth Management Group
Michigan
$540K
RC
991
RBF Capital
California
$540K
SIC
992
Samalin Investment Counsel
New York
$538K +$1.08K +2 +0.2%
LFAS
993
Level Four Advisory Services
Texas
$538K +$17.8K +33 +3%
BBNA
994
Bremer Bank National Association
Minnesota
$535K -$42.6K -79 -7%
AWA
995
Alta Wealth Advisors
Massachusetts
$535K -$20K -37 -4%
AWS
996
AJ Wealth Strategies
New York
$531K
TWA
997
TCI Wealth Advisors
Arizona
$523K -$191K -354 -27%
TWM
998
Tolleson Wealth Management
Texas
$523K -$57.8K -107 -10%
CWM
999
Chesapeake Wealth Management
Virginia
$522K -$85.3K -158 -14%
IB
1000
Intrust Bank
Kansas
$522K -$2.7K -5 -0.5%