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Intuit

1,170 hedge funds and large institutions have $73.7B invested in Intuit in 2020 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 444 increasing their positions, 407 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+66
Holders Change %
+5.98%
% of All Funds
23.67%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.79%
New
128
Increased
444
Reduced
407
Closed
55
Calls
$489M
Puts
$515M
Net Calls
-$25M
Net Calls Change
+$98.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FPFS
1051
First Personal Financial Services
North Carolina
$122K
PS
1052
Planned Solutions
California
$121K +$121K +372 New
HIA
1053
Harbor Investment Advisory
Maryland
$116K -$22.8K -70 -16%
BWM
1054
BerganKDV Wealth Management
Minnesota
$109K
NNP
1055
Nachman Norwood & Parrott
South Carolina
$108K +$108K +331 New
RFA
1056
Reilly Financial Advisors
California
$103K -$4.22K -13 -4%
PCG
1057
Private Capital Group
Connecticut
$102K -$51.2K -157 -33%
KCM
1058
Kathmere Capital Management
Pennsylvania
$100K +$100K +307 New
FFA
1059
Founders Financial Alliance
North Carolina
$95K +$95K +282 New
JWM
1060
Jeppson Wealth Management
California
$94K +$94K +288 New
AS
1061
Altshuler Shaham
Israel
$92K +$50.4K +154 +121%
VFA
1062
Valeo Financial Advisors
Indiana
$91K -$39K -120 -30%
RCA
1063
Ranch Capital Advisors
Florida
$91K -$13K -40 -13%
OIA
1064
Optimum Investment Advisors
Illinois
$91K
GAM
1065
Gemmer Asset Management
California
$91K +$326 +1 +0.4%
TFS
1066
TrustCore Financial Services
Tennessee
$90K
PB
1067
Pinnacle Bancorp
Nebraska
$89K +$5.52K +17 +7%
HWA
1068
Heritage Wealth Advisors
Virginia
$87.4K
LC
1069
Lindbrook Capital
California
$85K -$40.7K -125 -32%
PFS
1070
Prospera Financial Services
Texas
$82K +$82K +250 New
GRP
1071
Global Retirement Partners
California
$76K
SQA
1072
Simon Quick Advisors
New Jersey
$70K -$3.58K -11 -5%
Millennium Management
1073
Millennium Management
New York
$69.2K +$69.2K +212,223 New
ICM
1074
Islay Capital Management
Texas
$67K +$67K +205 New
PMFA
1075
Plante Moran Financial Advisors
Michigan
$66K +$49.7K +152 +304%