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Intuit
INTU

Overview Fund Activity

1,327 hedge funds and large institutions have $88.7B invested in Intuit in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 532 increasing their positions, 470 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+22
Holders Change %
+1.69%
% of All Funds
23.37%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.86%
New
117
Increased
532
Reduced
470
Closed
82
Calls
$625M
Puts
$616M
Net Calls
+$8.89M
Net Calls Change
+$65.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$561M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$393M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$299M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$287M
5
Franklin Resources
Franklin Resources
California
+$193M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$262M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$219M
3
FPP
Findlay Park Partners
United Kingdom
-$175M
4
Citadel Advisors
Citadel Advisors
Florida
-$157M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
1076
Oxbow Advisors
Texas
$268K – – –
DA
1077
DCM Advisors
New York
$268K – – –
CIM
1078
Contravisory Investment Management
Massachusetts
$267K +$267K +697 New
BWP
1079
Bernardo Wealth Planning
Pennsylvania
$266K -$11.1K -29 -4%
AF
1080
Advisornet Financial
Minnesota
$266K +$10.7K +28 +4%
PCS
1081
Personal CFO Solutions
New Jersey
$260K -$1.53K -4 -0.6%
MA
1082
MJP Associates
Connecticut
$260K +$43K +112 +20%
JGUA
1083
John G. Ullman & Associates
New York
$259K – – –
AWM
1084
Aevitas Wealth Management
Massachusetts
$259K +$384 +1 +0.1%
LIM
1085
Leavell Investment Management
Alabama
$258K – – –
SLT
1086
St Louis Trust
Missouri
$258K – – –
FWM
1087
Frontier Wealth Management
Missouri
$256K – – –
GA
1088
Geller Advisors
New York
$256K +$26.9K +70 +12%
CWM
1089
Concentrum Wealth Management
California
$255K – – –
BCA
1090
Berman Capital Advisors
Georgia
$254K +$64.3K +168 +34%
JAG
1091
Journey Advisory Group
Kentucky
$253K +$23K +60 +10%
YMRC
1092
Yorktown Management & Research Company
Virginia
$253K +$253K +660 New
WKWM
1093
Walter & Keenan Wealth Management
Indiana
$252K +$252K +657 New
VBFP
1094
Valtinson Bruner Financial Planning
Minnesota
$251K – – –
MSA
1095
Marino Stram & Associates
Massachusetts
$250K +$383 +1 +0.2%
CM
1096
Crestline Management
Texas
$249K -$862K -2,250 -78%
TFO
1097
Tarbox Family Office
California
$249K – – –
LWMM
1098
Legacy Wealth Management (Mississippi)
Mississippi
$249K – – –
EFS
1099
Essex Financial Services
Connecticut
$248K – – –
W
1100
WealthStone
Ohio
$248K +$26K +68 +12%
42 43
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