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Intuit
INTU

Overview Fund Activity

1,084 hedge funds and large institutions have $59.6B invested in Intuit in 2019 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 393 increasing their positions, 372 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
+76
Holders Change %
+7.54%
% of All Funds
21.41%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
150
Increased
393
Reduced
372
Closed
62
Calls
$367M
Puts
$478M
Net Calls
-$110M
Net Calls Change
-$198M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
$891M
2
FPP
Findlay Park Partners
United Kingdom
$368M
3
Edgewood Management
Edgewood Management
Connecticut
$1.29B
4
Principal Financial Group
Principal Financial Group
Iowa
$315M
5
Ameriprise
Ameriprise
Minnesota
$304M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$239M
2
Invesco
Invesco
Georgia
$840M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.24B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.57B
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
1051
Stonebridge Capital Advisors
Minnesota
$8K +$3.61K +14 +82%
FFC
1052
First Financial Corp
Indiana
$7K – – –
TJHA
1053
Thomas J. Herzfeld Advisors
Florida
$7K +$280 +1 +4%
EWM
1054
EPG Wealth Management
Georgia
$7K +$7K +28 New
VNA
1055
Valley National Advisers
Pennsylvania
$6K – – –
SWM
1056
Selective Wealth Management
Virginia
$6K – – –
WCM
1057
Wealthcare Capital Management
Virginia
$6K +$6K +23 New
HF
1058
Halpern Financial
Virginia
$5.24K +$5.24K +20 New
MA
1059
MUFG Americas
New York
$5K -$78.4K -298 -94%
ME
1060
McIlrath & Eck
Washington
$5K – – –
PMFA
1061
Plante Moran Financial Advisors
Michigan
$5K +$5K +20 New
AWA
1062
Arkadios Wealth Advisors
Georgia
$4.77K +$4.77K +16 New
APC
1063
Aspire Private Capital
North Carolina
$4K – – –
THWM
1064
Taylor Hoffman Wealth Management
Virginia
$4K – – –
PG
1065
Proffitt & Goodson
Tennessee
$4K – – –
LFG
1066
Larson Financial Group
Missouri
$4K +$4K +16 New
TFGT
1067
TS Financial Group (TSFG)
Illinois
$3K – – –
LWM
1068
Lionsbridge Wealth Management
Florida
$3K +$3K +15 New
IWP
1069
IAG Wealth Partners
Wisconsin
$2K +$2K +4 New
UFF
1070
USA Financial Formulas
Michigan
$2K +$2K +9 New
TFA
1071
Tobias Financial Advisors
Florida
$2K +$2K +10 New
LP
1072
LMR Partners
United Kingdom
$1.09K +$1.09K +4,160 New
AWM
1073
Avior Wealth Management
Nebraska
$1K – – –
WWM
1074
Willingdon Wealth Management
North Carolina
$1K – – –
TFA
1075
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
41 42
43
44 45