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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
ACA
1151
Atlas Capital Advisors
Wyoming
-$192K -732 Closed
MUS
1152
Mitsubishi UFJ Securities
Japan
-$136K -520 Closed
CHAM
1153
Clear Harbor Asset Management
Connecticut
-$127K -483 Closed
PCM
1154
Prelude Capital Management
New York
-$118K -452 Closed
KWM
1155
Keebeck Wealth Management
Illinois
-$97K -373 Closed
BSPF
1156
British Steel Pension Fund
United Kingdom
-$87K -332 Closed
FMT
1157
First Mercantile Trust
Tennessee
-$60K -228 Closed
EP
1158
Eudaimonia Partners
Tennessee
-$52K -197 Closed
AIM
1159
Aigen Investment Management
New York
-$35K -134 Closed
RIA
1160
Realta Investment Advisors
Delaware
-$26K -100 Closed
ICM
1161
Islay Capital Management
Texas
-$22K -84 Closed
IIA
1162
ICW Investment Advisors
Arizona
-$19K -71 Closed
TCWM
1163
Total Clarity Wealth Management
Illinois
-$14K -55 Closed
EWA
1164
Evolution Wealth Advisors
Florida
-$11K -43 Closed
HF
1165
Halpern Financial
Virginia
-$5.24K -20 Closed
MA
1166
MUFG Americas
New York
-$5K -19 Closed
THWM
1167
Taylor Hoffman Wealth Management
Virginia
-$4K -17 Closed
LFG
1168
Larson Financial Group
Missouri
-$4K -16 Closed
LWM
1169
Lionsbridge Wealth Management
Florida
-$3K -15 Closed
TFA
1170
Tobias Financial Advisors
Florida
-$2K -10 Closed
UFF
1171
USA Financial Formulas
Michigan
-$2K -9 Closed
WWM
1172
Willingdon Wealth Management
North Carolina
-$1K -5 Closed
AIS
1173
Accurate Investment Solutions
Pennsylvania
-$1K -4 Closed
SHWM
1174
Silicon Hills Wealth Management
Texas
-$12 -1 Closed
CFN
1175
Cordasco Financial Network
Florida
+$542 +2 New

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.