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Intuit

1,170 hedge funds and large institutions have $73.7B invested in Intuit in 2020 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 444 increasing their positions, 407 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+66
Holders Change %
+5.98%
% of All Funds
23.67%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.79%
New
128
Increased
444
Reduced
407
Closed
55
Calls
$489M
Puts
$515M
Net Calls
-$25M
Net Calls Change
+$98.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PGAM
1101
Princeton Global Asset Management
New Jersey
$36K -$38.3K -117 -52%
NR
1102
Newfound Research
Massachusetts
$35K +$35K +106 New
APWM
1103
Atlas Private Wealth Management
New York
$33K -$10.4K -32 -24%
PWMG
1104
Prestige Wealth Management Group
New Jersey
$33K
NSB
1105
Norway Savings Bank
Maine
$33K +$33K +100 New
SC
1106
Slow Capital
California
$33K +$33K +100 New
BWA
1107
Burt Wealth Advisors
Maryland
$32K
FA
1108
Financial Advantage
Maryland
$32K
AWM
1109
Adams Wealth Management
Utah
$32K +$32K +99 New
CFD
1110
Creative Financial Designs
Indiana
$30K
CA
1111
Crewe Advisors
Utah
$30K +$30K +93 New
FMP
1112
Financial Management Professionals
Texas
$29K
SIC
1113
Salem Investment Counselors
North Carolina
$26K -$5.14K -16 -16%
AWM
1114
Avior Wealth Management
Nebraska
$26K
LWANC
1115
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K
SC
1116
Steph & Co
Wisconsin
$24K
PFGIA
1117
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$5.76K +18 +32%
CSPIA
1118
Cary Street Partners Investment Advisory
Virginia
$24K +$24K +75 New
CT
1119
Clearstead Trust
Maine
$21K -$9.52K -29 -31%
HI
1120
Human Investing
Oregon
$21K -$4.2K -13 -17%
AF
1121
Allworth Financial
California
$21K
BWM
1122
Baystate Wealth Management
Massachusetts
$20K +$323 +1 +2%
TSW
1123
Thompson Siegel & Walmsley
Virginia
$19K
PCIA
1124
Prime Capital Investment Advisors
Kansas
$19K
JWM
1125
Janiczek Wealth Management
Colorado
$19K +$14.7K +44 +338%