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Intuit

1,657 hedge funds and large institutions have $151B invested in Intuit in 2021 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 574 increasing their positions, 551 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+221
Holders Change %
+15.39%
% of All Funds
25.59%
Holding in Top 10
100
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+25%
% of All Funds
1.54%
New
308
Increased
574
Reduced
551
Closed
67
Calls
$1.26B
Puts
$1.93B
Net Calls
-$668M
Net Calls Change
-$352M
Name Holding Trade Value Shares
Change
Shares
Change %
NRS
1026
Neville Rodie & Shaw
New York
$776K
MSFS
1027
Main Street Financial Solutions
Pennsylvania
$773K +$75.3K +117 +11%
BG
1028
Bahl & Gaynor
Ohio
$772K
AFS
1029
Aft Forsyth & Sober
Florida
$772K +$772K +1,200 New
WFC
1030
Western Financial Corp
California
$768K +$58.5K +91 +8%
VPI
1031
Value Partners Investments
Manitoba, Canada
$762K +$141K +220 +23%
CT
1032
Chicago Trust
Illinois
$759K -$3.21K -5 -0.4%
Lido Advisors
1033
Lido Advisors
California
$756K +$90.6K +141 +14%
SHGA
1034
Sand Hill Global Advisors
California
$751K -$69.5K -108 -8%
BCWM
1035
Bartlett & Co Wealth Management
Ohio
$749K +$267K +415 +55%
BC
1036
Bartlett & Co
Ohio
$749K +$267K +415 +55%
TA
1037
Trellis Advisors
Washington
$744K -$6.43K -10 -0.9%
WMA
1038
Wealth Management Associates
New Jersey
$740K
WA
1039
Wealth Alliance
New York
$735K +$120K +186 +19%
VCM
1040
Vigilant Capital Management
Maine
$733K +$3.86K +6 +0.5%
IFWM
1041
Institute for Wealth Management
Colorado
$731K
TC
1042
Truvestments Capital
Florida
$721K +$20K +31 +3%
KWM
1043
Kolinsky Wealth Management
New Jersey
$720K +$720K +1,119 New
WPP
1044
Whalerock Point Partners
Rhode Island
$717K
NPT
1045
Nixon Peabody Trust
Massachusetts
$717K +$717K +1,115 New
WSTAM
1046
Wilbanks Smith & Thomas Asset Management
Virginia
$715K -$5.15K -8 -0.7%
AWA
1047
Amplius Wealth Advisors
Pennsylvania
$710K +$710K +1,104 New
PWP
1048
Principle Wealth Partners
Connecticut
$709K +$65.6K +102 +10%
WC
1049
Woodstock Corp
Massachusetts
$704K
KOCAA
1050
Knights of Columbus Asset Advisors
Connecticut
$698K +$698K +1,085 New