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1,175 hedge funds and large institutions have $73.8B invested in Intuit in 2020 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 445 increasing their positions, 409 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 55

10% more capital invested

Capital invested by funds: $67.1B → $73.8B (+$6.68B)

6% more funds holding

Funds holding: 1,1081,175 (+67)

9% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 409

0.41% less ownership

Funds ownership: 86.91%86.5% (-0.41%)

5% less call options, than puts

Call options by funds: $489M | Put options by funds: $515M

3% less funds holding in top 10

Funds holding in top 10: 4039 (-1)

Holders
1,175
Holders Change
+67
Holders Change %
+6.05%
% of All Funds
23.71%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.79%
New
129
Increased
445
Reduced
409
Closed
55
Calls
$489M
Puts
$515M
Net Calls
-$25M
Net Calls Change
+$98.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
1076
Global Retirement Partners
California
$76K
SQA
1077
Simon Quick Advisors
New Jersey
$70K -$3.44K -11 -5%
Millennium Management
1078
Millennium Management
New York
$69.2K +$66.4M +212,223 New
ICM
1079
Islay Capital Management
Texas
$67K +$64.1K +205 New
PMFA
1080
Plante Moran Financial Advisors
Michigan
$66K +$47.6K +152 +304%
HCP
1081
Hexagon Capital Partners
Arkansas
$66K +$65.4K +209 New
MDCM
1082
Morgan Dempsey Capital Management
Wisconsin
$65K -$18.8K -60 -23%
TI
1083
Truehand Inc
New Hampshire
$65K
EP
1084
Eudaimonia Partners
Tennessee
$65K +$12.2K +39 +24%
BCM
1085
Birch Capital Management
Texas
$64K
IF
1086
Ironwood Financial
Arizona
$61K
PL
1087
Perpetual Ltd
Australia
$60K +$57.3K +183 New
MPWT
1088
MassMutual Private Wealth & Trust
Connecticut
$59K
VCM
1089
Versant Capital Management
Arizona
$58K
SWA
1090
Sutton Wealth Advisors
Florida
$57.7K
WEC
1091
Winslow Evans & Crocker
Massachusetts
$55K
HGWM
1092
Harvest Group Wealth Management
Massachusetts
$55K +$25.7K +82 +94%
TI
1093
tru Independence
Oregon
$54K -$6.88K -22 -12%
CFGS
1094
Concourse Financial Group Securities
Alabama
$52K -$13.8K -44 -22%
SLF
1095
Sun Life Financial
Ontario, Canada
$52K +$1.25K +4 +3%
M
1096
Mirova
France
$51K +$48.8K +156 New
MF
1097
Manchester Financial
California
$49K
PW
1098
Price Wealth
Texas
$46K +$12.2K +39 +38%
AIC
1099
Archer Investment Corporation
Indiana
$45K +$43.2K +138 New
FMII
1100
Farmers & Merchants Investments Inc
Nebraska
$44K +$1.56K +5 +4%

INTU Hedge Fund Activity: Q3 2020 in Review

1,175 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2020, worth a combined $73.8B — up 10% from $67.1B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new INTU positions and 55 closed out — a net gain of 74 holders — while 445 added to existing stakes and 409 trimmed.

The largest buyer was UBS AM, adding an estimated $182M. The largest seller was BlackRock, cutting an estimated $391M.

  • 1,175 institutional investors held Intuit (INTU) as of Q3 2020, up from 1,108 in Q2 2020.
  • Funds reported $73.8B of Intuit stock for Q3 2020, up 10% quarter-over-quarter.
  • 129 funds opened new Intuit positions in Q3 2020 and 55 closed out, a net change of +74 holders.
  • The largest Intuit buyer in Q3 2020 was UBS AM, an estimated $182M added.
  • The largest Intuit seller in Q3 2020 was BlackRock, an estimated $391M sold.

Based on aggregated 13F filings for Q3 2020.