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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 %
PCA
1076
Pallas Capital Advisors
Massachusetts
$639K -$27K -51 -4%
BBNA
1077
Bremer Bank National Association
Minnesota
$638K
1WA
1078
180 Wealth Advisors
Washington
$632K -$21.2K -40 -3%
OC
1079
Oakworth Capital
Alabama
$632K +$14.2K +22 +2%
ICP
1080
Interchange Capital Partners
Pennsylvania
$625K +$625K +972 New
CWM
1081
Chesapeake Wealth Management
Virginia
$624K +$1.93K +3 +0.3%
TWM
1082
Tolleson Wealth Management
Texas
$623K
ADL
1083
Asset Dedication LLC
California
$622K +$222K +344 +55%
BOM
1084
Bank of Marin
California
$618K -$266K -413 -30%
SWM
1085
SeaCrest Wealth Management
New York
$618K -$29K -45 -4%
LA
1086
Lifeworks Advisors
Michigan
$618K +$618K +961 New
FNBT
1087
FineMark National Bank & Trust
Florida
$617K +$12.9K +20 +2%
DEM
1088
Disciplined Equity Management
Florida
$614K +$614K +955 New
CPW
1089
Catalyst Private Wealth
California
$607K -$286K -445 -32%
KP
1090
Keel Point
Alabama
$607K -$1.29K -2 -0.2%
NF
1091
NTB Financial
Colorado
$606K +$606K +942 New
CA
1092
Calton & Associates
Florida
$605K -$85K -132 -12%
UC
1093
Unio Capital
New Jersey
$604K +$5.16K +168 +0.9%
OIS
1094
Okabena Investment Services
Minnesota
$600K
EWM
1095
Evercore Wealth Management
New York
$599K -$23.8K -37 -4%
OTL
1096
Oak Thistle LLC
New York
$598K +$598K +930 New
SYBT
1097
Stock Yards Bank & Trust
Kentucky
$595K
WA
1098
Wealthstar Advisors
Texas
$595K
KIA
1099
KCM Investment Advisors
California
$595K +$17.3K +27 +3%
CCA
1100
Column Capital Advisors
Indiana
$589K -$133K -206 -18%