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Intuit
INTU

Overview Fund Activity

1,370 hedge funds and large institutions have $113B invested in Intuit in 2021 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 515 increasing their positions, 490 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+43
Holders Change %
+3.24%
% of All Funds
23.92%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.15%
New
138
Increased
515
Reduced
490
Closed
81
Calls
$837M
Puts
$946M
Net Calls
-$109M
Net Calls Change
-$118M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$625M
2
Macquarie Group
Macquarie Group
Australia
+$537M
3
EC
Eminence Capital
New York
+$156M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$145M
5
Artisan Partners
Artisan Partners
Wisconsin
+$144M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$223M
2
Ameriprise
Ameriprise
Minnesota
-$144M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$137M
4
PC
PointState Capital
New York
-$132M
5
FPP
Findlay Park Partners
United Kingdom
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSC
1076
Full Sail Capital
Oklahoma
$343K – – –
AP
1077
Americana Partners
Texas
$343K – – –
JPG
1078
Jordan Park Group
California
$343K +$343K +700 New
CIM
1079
Contravisory Investment Management
Massachusetts
$342K – – –
OA
1080
Oxbow Advisors
Texas
$342K – – –
BWP
1081
Bernardo Wealth Planning
Pennsylvania
$340K – – –
JF
1082
JSF Financial
California
$336K -$22K -45 -6%
LIA
1083
LS Investment Advisors
Michigan
$331K -$1.88M -3,838 -85%
JGUA
1084
John G. Ullman & Associates
New York
$331K – – –
AWM
1085
Aevitas Wealth Management
Massachusetts
$331K +$490 +1 +0.1%
SLT
1086
St Louis Trust
Missouri
$330K – – –
GLLW
1087
Graves Light Lenhart Wealth
Virginia
$327K -$245K -500 -43%
GA
1088
Geller Advisors
New York
$326K -$980 -2 -0.3%
CWM
1089
Concentrum Wealth Management
California
$326K – – –
YMRC
1090
Yorktown Management & Research Company
Virginia
$324K – – –
TSS
1091
Two Sigma Securities
New York
$324K +$324K +661 New
CBFP
1092
Cedar Brook Financial Partners
Ohio
$323K +$7.36K +15 +2%
WKWM
1093
Walter & Keenan Wealth Management
Indiana
$322K – – –
TFO
1094
Tarbox Family Office
California
$320K +$1.47K +3 +0.5%
SPC
1095
Sigma Planning Corp
Michigan
$319K -$56.9K -116 -15%
LWMM
1096
Legacy Wealth Management (Mississippi)
Mississippi
$319K – – –
FWM
1097
Frontier Wealth Management
Missouri
$318K -$9.82K -20 -3%
JSC
1098
Jackson Square Capital
California
$318K +$318K +649 New
VWM
1099
Vigilare Wealth Management
Arizona
$317K -$29.4K -60 -8%
VBFP
1100
Valtinson Bruner Financial Planning
Minnesota
$314K – – –
42 43
44
45 46