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Intuit

1,170 hedge funds and large institutions have $73.7B invested in Intuit in 2020 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 444 increasing their positions, 407 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+66
Holders Change %
+5.98%
% of All Funds
23.67%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.79%
New
128
Increased
444
Reduced
407
Closed
55
Calls
$489M
Puts
$515M
Net Calls
-$25M
Net Calls Change
+$98.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
1001
Federation des caisses Desjardins du Quebec
Quebec, Canada
$215K +$72.7K +223 +51%
HHGA
1002
Halbert Hargrove Global Advisors
California
$215K -$6.85K -21 -3%
MC
1003
Moors & Cabot
Massachusetts
$215K +$215K +659 New
BWCS
1004
Beirne Wealth Consulting Services
Connecticut
$213K +$213K +652 New
LWMM
1005
Legacy Wealth Management (Mississippi)
Mississippi
$212K +$212K +650 New
KPW
1006
Kore Private Wealth
New York
$212K -$19.9K -61 -9%
NFSG
1007
Newbridge Financial Services Group
Florida
$212K +$212K +650 New
MSA
1008
Marino Stram & Associates
Massachusetts
$212K +$212K +650 New
ACM
1009
Advisors Capital Management
New Jersey
$211K +$211K +646 New
EFS
1010
Essex Financial Services
Connecticut
$211K +$211K +648 New
IWM
1011
IHT Wealth Management
Illinois
$210K +$210K +2,711 New
RCAG
1012
Rehmann Capital Advisory Group
Michigan
$209K -$11.4K -35 -5%
BW
1013
Bison Wealth
Georgia
$209K -$11.4K -35 -5%
HFAS
1014
Hummer Financial Advisory Services
Illinois
$209K +$209K +640 New
KFS
1015
Kurt F. Somerville
$206K -$52.3K -160 -20%
TFF
1016
The Family Firm
Maryland
$206K -$29.3K -90 -12%
LB
1017
Legacy Bridge
Iowa
$206K
TFO
1018
Tarbox Family Office
California
$206K +$653 +2 +0.3%
SIM
1019
Sonora Investment Management
Arizona
$205K
JF
1020
JSF Financial
California
$204K +$204K +626 New
WFA
1021
Wade Financial Advisory
California
$203K -$45.7K -140 -18%
WPW
1022
Waldron Private Wealth
Pennsylvania
$202K +$202K +621 New
FANJ
1023
Financial Architects (New Jersey)
New Jersey
$201K
SSB
1024
Sandy Spring Bank
Maryland
$199K -$14.4K -44 -7%
SBL
1025
Sargent Bickham Lagudis
Colorado
$197K -$9.44K -29 -5%