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1,051 hedge funds and large institutions have $52.4B invested in Intuit in 2020 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 450 increasing their positions, 351 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 351

13% more funds holding in top 10

Funds holding in top 10: 3034 (+4)

0.07% less ownership

Funds ownership: 87.51%87.43% (-0.07%)

3% less funds holding

Funds holding: 1,0861,051 (-35)

12% less capital invested

Capital invested by funds: $59.6B → $52.4B (-$7.23B)

15% less call options, than puts

Call options by funds: $278M | Put options by funds: $329M

20% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 124

Holders
1,051
Holders Change
-35
Holders Change %
-3.22%
% of All Funds
23.16%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.75%
New
99
Increased
450
Reduced
351
Closed
124
Calls
$278M
Puts
$329M
Net Calls
-$50.8M
Net Calls Change
+$59.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1101
Machina Capital
France
-$477K -1,822 Closed
LBD
1102
Landsberg Bennett & Dubbaneh
Florida
-$471K -1,793 Closed
PWAG
1103
Polaris Wealth Advisory Group
California
-$472K -1,705 Closed
3C
1104
361 Capital
Colorado
-$421K -1,608 Closed
PAS
1105
Park Avenue Securities
New York
-$405K -1,547 Closed
USGIU
1106
U.S. Global Investors (USGI)
Texas
-$405K -1,545 Closed
VV
1107
Verity & Verity
South Carolina
-$369K -1,410 Closed
CC
1108
Centiva Capital
New York
-$364K -1,389 Closed
WA
1109
Wealth Architects
California
-$356K -1,361 Closed
SWAG
1110
Spectrum Wealth Advisory Group
California
-$322K -1,231 Closed
CP
1111
Covenant Partners
Tennessee
-$312K -1,193 Closed
BCM
1112
BlueCrest Capital Management
Jersey
-$296K -1,131 Closed
KFS
1113
Kurt F. Somerville
-$291K -1,110 Closed
PTC
1114
Petrus Trust Company
Texas
-$290K -1,108 Closed
HKAM
1115
Horizon Kinetics Asset Management
New York
-$283K -1,080 Closed
SAM
1116
Silphium Asset Management
United Kingdom
-$266K -1,017 Closed
FMWA
1117
Forvis Mazars Wealth Advisors
Missouri
-$266K -1,015 Closed
MFS
1118
Mirabella Financial Services
United Kingdom
-$262K -1,000 Closed
PGFC
1119
Peapack-Gladstone Financial Corp
New Jersey
-$258K -986 Closed
GSC
1120
G&S Capital
Colorado
-$254K -973 Closed
BFA
1121
Beaumont Financial Advisors
Massachusetts
-$250K -954 Closed
TH
1122
TCTC Holdings
Texas
-$236K -900 Closed
Nomura Holdings
1123
Nomura Holdings
Japan
-$229K -876 Closed
CCM
1124
Coldstream Capital Management
Washington
-$228K -870 Closed
WFA
1125
Wade Financial Advisory
California
-$226K -862 Closed

INTU Hedge Fund Activity: Q1 2020 in Review

1,051 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2020, worth a combined $52.4B — down 12% from $59.6B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of INTU and 99 opened new positions — a net loss of 25 holders — while 351 trimmed existing stakes and 450 added.

The largest buyer was GQG Partners, opening a new position worth an estimated $346M. The largest seller was Janus Henderson Group, cutting an estimated $630M.

  • 1,051 institutional investors held Intuit (INTU) as of Q1 2020, down from 1,086 in Q4 2019.
  • Funds reported $52.4B of Intuit stock for Q1 2020, down 12% quarter-over-quarter.
  • 99 funds opened new Intuit positions in Q1 2020 and 124 closed out, a net change of -25 holders.
  • The largest Intuit buyer in Q1 2020 was GQG Partners, an estimated $346M added.
  • The largest Intuit seller in Q1 2020 was Janus Henderson Group, an estimated $630M sold.

Based on aggregated 13F filings for Q1 2020.