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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
SWM
1026
Selective Wealth Management
Virginia
$5K
VNA
1027
Valley National Advisers
Pennsylvania
$5K
RDWM
1028
Red Door Wealth Management
Tennessee
$5K +$6.5K +24 New
MLL
1029
Moody Lynn & Lieberson
Massachusetts
$4.8K -$37.9K -140 -0.7%
SCA
1030
Stonebridge Capital Advisors
Minnesota
$4K -$3.79K -14 -45%
CFFP
1031
Center for Financial Planning
Michigan
$4K +$4.6K +17 New
WCM
1032
Wealthcare Capital Management
Virginia
$3K -$2.44K -9 -39%
APC
1033
Aspire Private Capital
North Carolina
$3K
PG
1034
Proffitt & Goodson
Tennessee
$3K
TFGT
1035
TS Financial Group (TSFG)
Illinois
$3K
BWA
1036
BDO Wealth Advisors
Florida
$3K +$3.25K +12 New
CFO
1037
CVA Family Office
Colorado
$3K +$3.52K +13 New
EWP
1038
Engrave Wealth Partners
Texas
$3K +$4.06K +15 New
PO
1039
Private Ocean
California
$2K +$2.98K +11 New
IWP
1040
IAG Wealth Partners
Wisconsin
$1K
LWA
1041
Lenox Wealth Advisors
New York
$1K
SL
1042
Savior LLC
Massachusetts
$1K
SWM
1043
Sugarloaf Wealth Management
Georgia
$1K
TFA
1044
Transamerica Financial Advisors
Florida
$1K
PCTC
1045
Perkins Coie Trust Company
Washington
$1K +$812 +3 New
BFC
1046
Bedel Financial Consulting
Indiana
$1K +$1.08K +4 New
TA
1047
Thor Advisors
New York
$1K +$1.08K +4 New
IFAM
1048
Institutional & Family Asset Management
Colorado
$1K +$1.35K +5 New
WA
1049
WBH Advisory
Maryland
$622
GEA
1050
Glen Eagle Advisors
New Jersey
$230

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.