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Intuit
INTU

Overview Fund Activity

1,305 hedge funds and large institutions have $88.1B invested in Intuit in 2020 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 526 increasing their positions, 383 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+135
Holders Change %
+11.54%
% of All Funds
23.15%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.94%
New
217
Increased
526
Reduced
383
Closed
65
Calls
$621M
Puts
$678M
Net Calls
-$57M
Net Calls Change
-$32M

Top Buyers

1
TP
Third Point
New York
+$266M
2
SF
Susquehanna Foundation
Pennsylvania
+$256M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$211M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$211M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$200M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$468M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$206M
3
State Street
State Street
Massachusetts
-$191M
4
Bank of America
Bank of America
North Carolina
-$169M
5
Two Sigma Investments
Two Sigma Investments
New York
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1101
Advisors Capital Management
New Jersey
$233K -$11.7K -31 -5%
GBT
1102
Grove Bank & Trust
Florida
$233K +$233K +613 New
ESB
1103
Essex Savings Bank
Connecticut
$232K -$43K -113 -16%
LJAC
1104
L.J. Altfest & Co
New York
$232K +$232K +611 New
VHAM
1105
Van Hulzen Asset Management
California
$230K -$154K -406 -40%
SBL
1106
Sargent Bickham Lagudis
Colorado
$230K – – –
SFG
1107
Sather Financial Group
Texas
$229K +$229K +604 New
SIM
1108
Sonora Investment Management
Arizona
$228K -$11K -29 -5%
RP
1109
Reinhart Partners
Wisconsin
$228K +$228K +600 New
WMC
1110
Westwood Management Corporation
Illinois
$228K +$228K +600 New
ECAM
1111
East Coast Asset Management
Massachusetts
$228K +$228K +600 New
CAM
1112
Columbia Asset Management
Michigan
$228K +$228K +600 New
SAMT
1113
Select Asset Management & Trust
Pennsylvania
$228K +$228K +600 New
JAG
1114
Journey Advisory Group
Kentucky
$228K +$228K +600 New
WFO
1115
Wealthgate Family Office
Colorado
$228K +$228K +601 New
CL
1116
CPWM LLC
Washington
$227K +$227K +598 New
FI
1117
FormulaFolio Investments
Michigan
$226K +$226K +595 New
WCM
1118
Wedge Capital Management
North Carolina
$226K +$226K +596 New
WA
1119
Wealth Architects
California
$225K +$225K +593 New
ADL
1120
Asset Dedication LLC
California
$224K – – –
VAM
1121
Verity Asset Management
North Carolina
$223K +$223K +586 New
VBFP
1122
Valtinson Bruner Financial Planning
Minnesota
$221K +$221K +600 New
W
1123
WealthStone
Ohio
$220K +$220K +580 New
CMA
1124
Cedar Mountain Advisors
Oregon
$218K +$380 +1 +0.2%
PGFC
1125
Peapack-Gladstone Financial Corp
New Jersey
$218K +$218K +573 New
43 44
45
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