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Intuit

1,436 hedge funds and large institutions have $123B invested in Intuit in 2021 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 546 increasing their positions, 510 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+66
Holders Change %
+4.82%
% of All Funds
25.22%
Holding in Top 10
80
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+21.21%
% of All Funds
1.4%
New
137
Increased
546
Reduced
510
Closed
54
Calls
$1.25B
Puts
$1.56B
Net Calls
-$316M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
1101
Janiczek Wealth Management
Colorado
$375K +$80.3K +149 +27%
CWP
1102
Curated Wealth Partners
California
$372K -$60.4K -112 -14%
LJAC
1103
L.J. Altfest & Co
New York
$372K -$11.3K -21 -3%
ESB
1104
Essex Savings Bank
Connecticut
$372K -$11.3K -20 -3%
OCM
1105
One Capital Management
California
$372K -$7K -13 -2%
AC
1106
Abbrea Capital
California
$370K +$32.4K +60 +10%
WKWM
1107
Walter & Keenan Wealth Management
Indiana
$368K +$13.5K +25 +4%
RDWM
1108
Red Door Wealth Management
Tennessee
$368K +$355K +659 +2,746%
CCM
1109
Coldstream Capital Management
Washington
$367K -$95.7K -293 -21%
EFS
1110
Essex Financial Services
Connecticut
$367K +$17.3K +32 +5%
CWM
1111
Circle Wealth Management
New Jersey
$365K -$469K -870 -56%
AWM
1112
Aevitas Wealth Management
Massachusetts
$365K +$539 +1 +0.1%
JGUA
1113
John G. Ullman & Associates
New York
$364K
LIA
1114
LS Investment Advisors
Michigan
$364K
SLT
1115
St Louis Trust
Missouri
$364K
GLLW
1116
Graves Light Lenhart Wealth
Virginia
$360K
CWM
1117
Concentrum Wealth Management
California
$359K
PCS
1118
Personal CFO Solutions
New Jersey
$357K -$46.9K -87 -12%
VWM
1119
Vigilare Wealth Management
Arizona
$357K +$8.09K +15 +2%
YMRC
1120
Yorktown Management & Research Company
Virginia
$356K
JF
1121
JSF Financial
California
$354K -$16.2K -30 -4%
WA
1122
Waverly Advisors
Alabama
$354K +$24.2K +40 +7%
MSA
1123
Marino Stram & Associates
Massachusetts
$353K +$353K +654 New
TFO
1124
Tarbox Family Office
California
$352K
LWMM
1125
Legacy Wealth Management (Mississippi)
Mississippi
$351K