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Intuit
INTU

Overview Fund Activity

1,305 hedge funds and large institutions have $88.1B invested in Intuit in 2020 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 526 increasing their positions, 383 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+135
Holders Change %
+11.54%
% of All Funds
23.15%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.94%
New
217
Increased
526
Reduced
383
Closed
65
Calls
$621M
Puts
$678M
Net Calls
-$57M
Net Calls Change
-$32M

Top Buyers

1
TP
Third Point
New York
+$266M
2
SF
Susquehanna Foundation
Pennsylvania
+$256M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$211M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$211M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$200M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$468M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$206M
3
State Street
State Street
Massachusetts
-$191M
4
Bank of America
Bank of America
North Carolina
-$169M
5
Two Sigma Investments
Two Sigma Investments
New York
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
SICM
1076
Sustainable Insight Capital Management
New York
$252K +$252K +664 New
MWA
1077
Meridian Wealth Advisors
Texas
$251K +$251K +661 New
GA
1078
Geller Advisors
New York
$250K +$250K +597 New
RCAG
1079
Rehmann Capital Advisory Group
Michigan
$249K +$4.94K +13 +2%
FPA
1080
First Pacific Advisors
California
$248K -$7.96K -21 -3%
DADC
1081
D.A. Davidson & Co
Montana
$248K +$248K +652 New
NFSG
1082
Newbridge Financial Services Group
Florida
$247K – – –
MSA
1083
Marino Stram & Associates
Massachusetts
$247K +$379 +1 +0.2%
TFO
1084
Tarbox Family Office
California
$247K +$6.85K +18 +3%
LWMM
1085
Legacy Wealth Management (Mississippi)
Mississippi
$247K – – –
HHGA
1086
Halbert Hargrove Global Advisors
California
$246K -$4.18K -11 -2%
EFS
1087
Essex Financial Services
Connecticut
$246K – – –
OCM
1088
One Capital Management
California
$244K -$326K -858 -57%
FCH
1089
Freestone Capital Holdings
Washington
$244K +$57.4K +151 +31%
MC
1090
Moors & Cabot
Massachusetts
$243K -$7.61K -20 -3%
HFAS
1091
Hummer Financial Advisory Services
Illinois
$243K – – –
CICI
1092
Capital Investment Counsel Inc
North Carolina
$240K -$95.1K -250 -28%
RWA
1093
Redhawk Wealth Advisors
Minnesota
$240K +$240K +633 New
LB
1094
Legacy Bridge
Iowa
$239K – – –
KFS
1095
Kurt F. Somerville
$239K – – –
JFGIW
1096
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$238K +$61.6K +162 +35%
AC
1097
Abbrea Capital
California
$238K +$238K +626 New
BWCS
1098
Beirne Wealth Consulting Services
Connecticut
$236K -$11.8K -31 -5%
WFA
1099
Wade Financial Advisory
California
$236K – – –
FANJ
1100
Financial Architects (New Jersey)
New Jersey
$234K – – –
42 43
44
45 46