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Intuit
INTU

Overview Fund Activity

1,048 hedge funds and large institutions have $52.4B invested in Intuit in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 450 increasing their positions, 350 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
-36
Holders Change %
-3.32%
% of All Funds
23.15%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.75%
New
98
Increased
450
Reduced
350
Closed
124
Calls
$278M
Puts
$329M
Net Calls
-$50.8M
Net Calls Change
+$59.6M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$294M
2
Edgewood Management
Edgewood Management
Connecticut
+$244M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$230M
4
FPP
Findlay Park Partners
United Kingdom
+$172M
5
Ameriprise
Ameriprise
Minnesota
+$161M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$535M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$254M
3
Goldman Sachs
Goldman Sachs
New York
-$243M
4
Capital International Investors
Capital International Investors
California
-$184M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
1026
Moody Lynn & Lieberson
Massachusetts
$4.8K -$32 -140 -0.7%
SCA
1027
Stonebridge Capital Advisors
Minnesota
$4K -$3.29K -14 -45%
CFFP
1028
Center for Financial Planning
Michigan
$4K +$4K +17 New
WCM
1029
Wealthcare Capital Management
Virginia
$3K -$1.93K -9 -39%
APC
1030
Aspire Private Capital
North Carolina
$3K – – –
PG
1031
Proffitt & Goodson
Tennessee
$3K – – –
TFGT
1032
TS Financial Group (TSFG)
Illinois
$3K – – –
BWA
1033
BDO Wealth Advisors
Florida
$3K +$3K +12 New
CFO
1034
CVA Family Office
Colorado
$3K +$3K +13 New
EWP
1035
Engrave Wealth Partners
Texas
$3K +$3K +15 New
PO
1036
Private Ocean
California
$2K +$2K +11 New
LWA
1037
Lenox Wealth Advisors
New York
$1K – – –
TFA
1038
Transamerica Financial Advisors
Florida
$1K – – –
SL
1039
Savior LLC
Massachusetts
$1K – – –
SWM
1040
Sugarloaf Wealth Management
Georgia
$1K – – –
IWP
1041
IAG Wealth Partners
Wisconsin
$1K – – –
PCTC
1042
Perkins Coie Trust Company
Washington
$1K +$1K +3 New
TA
1043
Thor Advisors
New York
$1K +$1K +4 New
BFC
1044
Bedel Financial Consulting
Indiana
$1K +$1K +4 New
IFAM
1045
Institutional & Family Asset Management
Colorado
$1K +$1K +5 New
WA
1046
WBH Advisory
Maryland
$622 – – –
GEA
1047
Glen Eagle Advisors
New Jersey
$230 – – –
TI
1048
tru Independence
Oregon
$55 – – –
JFA
1049
Johanson Financial Advisors
California
– -$770K -202,065 Closed
CF
1050
Cypress Funds
California
– -$27.8M -106,000 Closed
40 41
42
43 44