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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
BWM
1001
Baystate Wealth Management
Massachusetts
$14K +$271 +1 +2%
PCIA
1002
Prime Capital Investment Advisors
Kansas
$14K +$1.63K +6 +11%
FGAM
1003
Financial Gravity Asset Management
Texas
$13.9K +$80.1K +296 +101%
TSW
1004
Thompson Siegel & Walmsley
Virginia
$13K
PFGIA
1005
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$2.71K +10 +21%
PRC
1006
Pearl River Capital
Michigan
$12K -$570K -2,104 -98%
CIAS
1007
CBIZ Investment Advisory Services
Ohio
$12K
PMFA
1008
Plante Moran Financial Advisors
Michigan
$12K +$8.12K +30 +150%
AT
1009
Arden Trust
Delaware
$12K +$13.5K +50 New
MIFH
1010
Migdal Insurance & Financial Holdings
Israel
$11K -$300K -1,107 -96%
IRC
1011
Investors Research Corp
Georgia
$11K
SC
1012
Solstein Capital
California
$11K +$2.17K +8 +20%
CAN
1013
Claraphi Advisory Network
United States
$11K +$12.2K +45 New
BCM
1014
Bourgeon Capital Management
Connecticut
$10K
H
1015
Hexavest
Quebec, Canada
$10K
LSA
1016
Lion Street Advisors
Texas
$10K +$12.2K +45 New
CQS
1017
Credential Qtrade Securities
$8.74K
JSC
1018
Jackson Square Capital
California
$8K
TJHA
1019
Thomas J. Herzfeld Advisors
Florida
$8K +$2.17K +8 +32%
HWM
1020
HighMark Wealth Management
Minnesota
$7K -$4.06K -15 -33%
RCC
1021
Red Cedar Capital
Nebraska
$7K
EWM
1022
EPG Wealth Management
Georgia
$7K +$1.08K +4 +14%
FFC
1023
First Financial Corp
Indiana
$6K
M
1024
MOTCO
Texas
$6K +$7.31K +27 New
ME
1025
McIlrath & Eck
Washington
$5K

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.