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Intuit
INTU

Overview Fund Activity

1,546 hedge funds and large institutions have $113B invested in Intuit in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 595 increasing their positions, 612 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,546
Holders Change
-111
Holders Change %
-6.7%
% of All Funds
24.47%
Holding in Top 10
61
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-39%
% of All Funds
0.97%
New
101
Increased
595
Reduced
612
Closed
197
Calls
$1.11B
Puts
$988M
Net Calls
+$120M
Net Calls Change
+$788M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$696M
2
SGA
Sustainable Growth Advisers
Connecticut
+$483M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$463M
4
BlackRock
BlackRock
New York
+$442M
5
FIS
Fundsmith Investment Services
Mauritius
+$359M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$349M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$337M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$235M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$206M
5
TP
Third Point
New York
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
1001
CNB Bank
Pennsylvania
$618K +$34.1K +71 +6%
BAS
1002
Brown Advisory Securities
Maryland
$617K -$57.2K -119 -8%
GA
1003
GraniteShares Advisors
New York
$616K +$11.5K +24 +2%
SSG
1004
Summit Securities Group
New York
$616K +$402K +837 +188%
ANTB
1005
AMG National Trust Bank
Colorado
$615K -$4.81K -10 -0.8%
LWAC
1006
Laurel Wealth Advisors (California)
California
$609K -$55.3K -115 -8%
CPWA
1007
Cerro Pacific Wealth Advisors
California
$605K -$19.7K -41 -3%
SHGA
1008
Sand Hill Global Advisors
California
$605K +$44.2K +92 +8%
IAN
1009
Integrated Advisors Network
Texas
$604K +$115K +239 +24%
TCM
1010
Triumph Capital Management
Colorado
$603K +$603K +1,254 New
SS
1011
Simplicity Solutions
Minnesota
$602K -$597K -1,242 -50%
RMCM
1012
Reynders McVeigh Capital Management
Massachusetts
$602K -$20.2K -42 -3%
TW
1013
TrinityPoint Wealth
Connecticut
$601K -$7.69K -16 -1%
HFW
1014
Horizon Family Wealth
Illinois
$600K +$600K +1,248 New
BP
1015
Ballentine Partners
Massachusetts
$597K -$9.13K -19 -2%
KWM
1016
Kolinsky Wealth Management
New Jersey
$596K +$58.2K +121 +11%
PFM
1017
Parsec Financial Management
North Carolina
$594K -$1.92K -4 -0.3%
NSIM
1018
North Star Investment Management
Illinois
$591K – – –
MSFS
1019
Main Street Financial Solutions
Pennsylvania
$586K +$8.18K +17 +1%
CIA
1020
Choate Investment Advisors
Massachusetts
$584K -$46.1K -96 -7%
NRS
1021
Neville Rodie & Shaw
New York
$584K – – –
SHFA
1022
SS&H Financial Advisors
Michigan
$581K +$581K +1,208 New
BJL
1023
Brighton Jones LLC
Washington
$578K -$25.5K -53 -4%
AFS
1024
Aft Forsyth & Sober
Florida
$577K – – –
HSA
1025
HBK Sorce Advisory
Pennsylvania
$575K -$27.4K -57 -5%
39 40
41
42 43