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Intuit
INTU

Overview Fund Activity

1,305 hedge funds and large institutions have $88.1B invested in Intuit in 2020 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 526 increasing their positions, 383 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+135
Holders Change %
+11.54%
% of All Funds
23.15%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.94%
New
217
Increased
526
Reduced
383
Closed
65
Calls
$621M
Puts
$678M
Net Calls
-$57M
Net Calls Change
-$32M

Top Buyers

1
TP
Third Point
New York
+$266M
2
SF
Susquehanna Foundation
Pennsylvania
+$256M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$211M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$211M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$200M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$468M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$206M
3
State Street
State Street
Massachusetts
-$191M
4
Bank of America
Bank of America
North Carolina
-$169M
5
Two Sigma Investments
Two Sigma Investments
New York
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
1026
Curated Wealth Partners
California
$293K +$293K +772 New
PL
1027
Plancorp LLC
Missouri
$292K +$18.6K +49 +7%
FC
1028
FORA Capital
Florida
$292K +$292K +768 New
BJL
1029
Brighton Jones LLC
Washington
$291K +$291K +767 New
HB
1030
Homrich & Berg
Georgia
$290K -$72.6K -191 -20%
KIA
1031
KCM Investment Advisors
California
$288K -$6.07K -16 -2%
OCM
1032
Orchard Capital Management
Illinois
$288K +$288K +759 New
JF
1033
JSF Financial
California
$287K +$49.4K +130 +21%
GCP
1034
Gill Capital Partners
Colorado
$284K – – –
MBTD
1035
Mechanics Bank - Trust Department
California
$284K – – –
HFM
1036
Harvest Fund Management
China
$283K -$125K -329 -31%
KPCM
1037
Kings Point Capital Management
New York
$283K – – –
CBFP
1038
Cedar Brook Financial Partners
Ohio
$282K +$1.9K +5 +0.7%
EDRH
1039
Edmond de Rothschild Holding
Switzerland
$278K – – –
CAGAS
1040
Capital Advisory Group Advisory Services
Minnesota
$277K +$23.9K +63 +9%
CFB
1041
Cullen/Frost Bankers
Texas
$276K -$4.56K -12 -2%
BWP
1042
Bernardo Wealth Planning
Pennsylvania
$275K – – –
JBA
1043
Johnson Bixby & Associates
Washington
$275K +$275K +725 New
AA
1044
AQR Arbitrage
Connecticut
$274K +$274K +725 New
AHB
1045
Abner Herrman & Brock
New Jersey
$272K +$6.08K +16 +2%
PCP
1046
Proficio Capital Partners
Massachusetts
$272K +$17.8K +47 +7%
SPC
1047
Sigma Planning Corp
Michigan
$270K -$335K -881 -55%
TNBTD
1048
Trustmark National Bank Trust Department
Mississippi
$270K – – –
CC
1049
Caxton Corporation
New Jersey
$270K +$270K +710 New
TFF
1050
The Family Firm
Maryland
$269K +$34.2K +92 +15%
40 41
42
43 44