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Intuit
INTU

Overview Fund Activity

1,327 hedge funds and large institutions have $88.7B invested in Intuit in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 532 increasing their positions, 470 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+22
Holders Change %
+1.69%
% of All Funds
23.37%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.86%
New
117
Increased
532
Reduced
470
Closed
82
Calls
$625M
Puts
$616M
Net Calls
+$8.89M
Net Calls Change
+$65.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$561M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$393M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$299M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$287M
5
Franklin Resources
Franklin Resources
California
+$193M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$262M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$219M
3
FPP
Findlay Park Partners
United Kingdom
-$175M
4
Citadel Advisors
Citadel Advisors
Florida
-$157M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
1026
Clear Perspective Advisors
Illinois
$318K – – –
LB
1027
Legacy Bridge
Iowa
$318K +$76.6K +200 +32%
RMC
1028
Resources Management Corp
Connecticut
$316K – – –
FHA
1029
Flagship Harbor Advisors
Massachusetts
$316K +$1.15K +3 +0.4%
SP
1030
Successful Portfolios
Florida
$316K +$2.68K +7 +0.9%
CWP
1031
Curated Wealth Partners
California
$313K +$17.2K +45 +6%
CAM
1032
Concorde Asset Management
Michigan
$313K +$313K +816 New
IFS
1033
Ifrah Financial Services
Arkansas
$312K -$9.19K -24 -3%
AF
1034
Arrow Financial
New York
$310K – – –
BCWM
1035
Bartlett & Co Wealth Management
Ohio
$308K -$38.3K -100 -11%
BC
1036
Bartlett & Co
Ohio
$308K -$38.3K -100 -11%
ECM
1037
Elgethun Capital Management
South Dakota
$307K +$383 +1 +0.1%
MIAS
1038
Mason Investment Advisory Services
Virginia
$306K – – –
WA
1039
WESPAC Advisors
California
$306K -$59.3K -155 -16%
BOC
1040
Barbara Oil Co
Illinois
$306K – – –
HCA
1041
Horan Capital Advisors
Ohio
$306K – – –
BLAM
1042
Bourne Lent Asset Management
New York
$306K +$383 +1 +0.1%
VC
1043
Veery Capital
Delaware
$305K -$13.8K -36 -4%
BJL
1044
Brighton Jones LLC
Washington
$299K +$4.98K +13 +2%
WA
1045
Wealth Alliance
New York
$298K -$121K -316 -29%
RFM
1046
Royal Fund Management
Florida
$296K -$1.15K -3 -0.4%
SF
1047
Symphony Financial
Texas
$295K -$473K -1,181 -62%
PL
1048
Plancorp LLC
Missouri
$295K – – –
WFO
1049
Wealthgate Family Office
Colorado
$295K +$64.7K +169 +28%
APP
1050
Avantax Planning Partners
Iowa
$295K +$295K +771 New
40 41
42
43 44