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Intuit

1,657 hedge funds and large institutions have $151B invested in Intuit in 2021 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 574 increasing their positions, 551 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+221
Holders Change %
+15.39%
% of All Funds
25.59%
Holding in Top 10
100
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+25%
% of All Funds
1.54%
New
308
Increased
574
Reduced
551
Closed
67
Calls
$1.26B
Puts
$1.93B
Net Calls
-$668M
Net Calls Change
-$352M
Name Holding Trade Value Shares
Change
Shares
Change %
FNT
976
First National Trust
Pennsylvania
$893K +$45K +70 +5%
AA
977
Ancora Advisors
Ohio
$892K +$3.86K +6 +0.4%
LWAC
978
Laurel Wealth Advisors (California)
California
$889K +$889K +1,382 New
EB
979
Eastern Bank
Massachusetts
$887K
GWM
980
Geneos Wealth Management
Colorado
$882K +$1.93K +3 +0.2%
OPS
981
Orion Portfolio Solutions
Nebraska
$879K +$57.9K +90 +7%
CWM
982
Calamos Wealth Management
Illinois
$873K +$873K +1,357 New
OFG
983
Oxford Financial Group
Indiana
$873K +$873K +1,358 New
AWM
984
Act Wealth Management
Texas
$868K -$32.1K -50 -4%
MGWM
985
Marks Group Wealth Management
Minnesota
$866K +$866K +1,300 New
MIA
986
MMBG Investment Advisors
Florida
$865K +$865K +1,345 New
Carson Wealth (CWM LLC)
987
Carson Wealth (CWM LLC)
Nebraska
$865K +$865K +1,345 New
RC
988
Roundview Capital
New Jersey
$860K -$28.9K -45 -3%
HG
989
Harbor Group
New Hampshire
$855K
MFM
990
MD Financial Management
Ontario, Canada
$855K +$84.3K +131 +11%
FHA
991
Flagship Harbor Advisors
Massachusetts
$852K +$290K +450 +51%
APP
992
Avantax Planning Partners
Iowa
$848K +$33.5K +52 +4%
SVWAG
993
Sound View Wealth Advisors Group
Georgia
$847K -$197K -306 -19%
1SB
994
1ST Source Bank
Indiana
$846K
TW
995
Transform Wealth
Colorado
$845K -$5.15K -8 -0.6%
CIA
996
Choate Investment Advisors
Massachusetts
$843K +$31.5K +49 +4%
GFP
997
Gryphon Financial Partners
Ohio
$840K -$66.8K -104 -7%
CPWA
998
Cerro Pacific Wealth Advisors
California
$836K +$29K +45 +4%
AI
999
ArchPoint Investors
Florida
$834K +$555K +863 +199%
RMCM
1000
Reynders McVeigh Capital Management
Massachusetts
$833K +$2.57K +4 +0.3%