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Intuit
INTU

Overview Fund Activity

1,546 hedge funds and large institutions have $113B invested in Intuit in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 595 increasing their positions, 612 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,546
Holders Change
-111
Holders Change %
-6.7%
% of All Funds
24.47%
Holding in Top 10
61
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-39%
% of All Funds
0.97%
New
101
Increased
595
Reduced
612
Closed
197
Calls
$1.11B
Puts
$988M
Net Calls
+$120M
Net Calls Change
+$788M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$696M
2
SGA
Sustainable Growth Advisers
Connecticut
+$483M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$463M
4
BlackRock
BlackRock
New York
+$442M
5
FIS
Fundsmith Investment Services
Mauritius
+$359M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$349M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$337M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$235M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$206M
5
TP
Third Point
New York
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
1026
Cambridge Trust
Massachusetts
$575K +$353K +735 +159%
DCM
1027
Dupont Capital Management
Delaware
$574K -$1.19M -2,469 -67%
NMG
1028
New Millennium Group
Utah
$573K -$27.9K -58 -5%
CA
1029
Cetera Advisors
Colorado
$570K -$36.1K -75 -6%
CA
1030
CGN Advisors
Kansas
$570K +$91.4K +190 +19%
TW
1031
Transform Wealth
Colorado
$569K -$62.5K -130 -10%
FHA
1032
Flagship Harbor Advisors
Massachusetts
$567K -$69.7K -145 -11%
TC
1033
Truvestments Capital
Florida
$562K +$23.1K +48 +4%
TA
1034
Trellis Advisors
Washington
$557K +$481 +1 +0.1%
AIL
1035
AGF Investments LLC
Ontario, Canada
$557K +$349K +725 +167%
KOCAA
1036
Knights of Columbus Asset Advisors
Connecticut
$555K +$33.2K +69 +6%
BG
1037
Bahl & Gaynor
Ohio
$553K -$24K -50 -4%
WMA
1038
Wealth Management Associates
New Jersey
$553K – – –
WFC
1039
Western Financial Corp
California
$550K -$24.5K -51 -4%
IFWM
1040
Institute for Wealth Management
Colorado
$546K – – –
BCWM
1041
Bartlett & Co Wealth Management
Ohio
$544K -$15.9K -33 -3%
BC
1042
Bartlett & Co
Ohio
$544K -$15.9K -33 -3%
WPP
1043
Whalerock Point Partners
Rhode Island
$536K – – –
IIC
1044
Integrated Investment Consultants
Michigan
$532K -$159K -330 -23%
C
1045
Certuity
Florida
$532K +$99.6K +207 +23%
CT
1046
Chicago Trust
Illinois
$527K -$41.9K -87 -7%
BFM
1047
Boothbay Fund Management
New York
$526K -$2.25M -4,675 -81%
SWM
1048
Scissortail Wealth Management
Oklahoma
$524K +$97.4K +204 +23%
RWB
1049
RMR Wealth Builders
New Jersey
$523K +$523K +1,088 New
AWM
1050
Avitas Wealth Management
California
$519K +$519K +1,079 New
40 41
42
43 44