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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 %
BFA
1051
Beaumont Financial Advisors
Massachusetts
$695K -$111K -172 -14%
BHBT
1052
Burke & Herbert Bank & Trust
Virginia
$695K -$6.44K -10 -0.9%
ASC
1053
Atalanta Sosnoff Capital
New York
$691K -$6.43K -10 -0.9%
WA
1054
Wealth Architects
California
$688K -$340K -529 -33%
SIM
1055
Sentry Investment Management
Wisconsin
$686K -$938K -1,457 -58%
TIA
1056
Tiemann Investment Advisors
California
$683K -$3.22K -5 -0.5%
CGA
1057
Crescent Grove Advisors
Illinois
$683K +$3.86K +6 +0.6%
DA
1058
Duality Advisers
Florida
$683K +$683K +1,062 New
YC
1059
Yarbrough Capital
Tennessee
$679K +$679K +1,055 New
FFM
1060
Forum Financial Management
Illinois
$679K +$679K +1,055 New
RF
1061
RHS Financial
California
$670K -$10.9K -17 -2%
CAAS
1062
Capital Asset Advisory Services
Michigan
$669K -$107K -167 -14%
DWT
1063
Dorsey & Whitney Trust
South Dakota
$669K +$136K +211 +25%
LFAS
1064
Level Four Advisory Services
Texas
$667K +$25.1K +39 +4%
WBG
1065
Wharton Business Group
Pennsylvania
$666K +$666K +1,035 New
TCM
1066
Traynor Capital Management
Pennsylvania
$658K -$5.79K -9 -0.9%
IAN
1067
Integrated Advisors Network
Texas
$654K +$32.2K +50 +5%
FLPIM
1068
F.L. Putnam Investment Management
Massachusetts
$649K +$142K +221 +28%
IB
1069
Intrust Bank
Kansas
$648K +$26.4K +41 +4%
BDFN
1070
Bond & Devick Financial Network
Minnesota
$643K
RC
1071
RBF Capital
California
$643K
PWMG
1072
Pinnacle Wealth Management Group
Michigan
$643K
CBT
1073
CoreFirst Bank & Trust
Kansas
$643K
AWA
1074
Alta Wealth Advisors
Massachusetts
$640K +$2.57K +4 +0.4%
CA
1075
CGN Advisors
Kansas
$640K +$640K +995 New