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Intuit

1,327 hedge funds and large institutions have $88.7B invested in Intuit in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 532 increasing their positions, 470 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+22
Holders Change %
+1.69%
% of All Funds
23.37%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.86%
New
117
Increased
532
Reduced
470
Closed
82
Calls
$625M
Puts
$616M
Net Calls
+$8.89M
Net Calls Change
+$65.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1176
BerganKDV Wealth Management
Minnesota
$134K -$13.4K -35 -9%
SPWG
1177
Sage Private Wealth Group
Illinois
$127K
TFS
1178
TrustCore Financial Services
Tennessee
$116K
RFA
1179
Reilly Financial Advisors
California
$114K -$4.96K -13 -4%
FPS
1180
Fieldpoint Private Securities
Connecticut
$111K -$54.2K -141 -33%
FFA
1181
Freedman Financial Associates
Massachusetts
$110K
RCA
1182
Ranch Capital Advisors
Florida
$107K
PB
1183
Pinnacle Bancorp
Nebraska
$105K
HWA
1184
Heritage Wealth Advisors
Virginia
$103K
CWM
1185
Cedar Wealth Management
California
$102K +$102K +266 New
FA
1186
Friess Associates
Delaware
$100K -$23.6M -61,838 -100%
SWA
1187
SOA Wealth Advisors
New York
$97K +$3.04K +8 +3%
HCP
1188
Hexagon Capital Partners
Arkansas
$90K +$9.96K +26 +12%
GRP
1189
Global Retirement Partners
California
$89K
PWM
1190
Prentice Wealth Management
New York
$88K +$88K +230 New
DAM
1191
Delta Asset Management
Tennessee
$87K +$87K +228 New
IAIM
1192
International Assets Investment Management
Florida
$86K
CWC
1193
Carolinas Wealth Consulting
North Carolina
$80K -$26K -68 -25%
JGIA
1194
Jackson Grant Investment Advisers
Connecticut
$79K
ICM
1195
Islay Capital Management
Texas
$79K
NR
1196
Newfound Research
Massachusetts
$78K -$54.7K -143 -41%
MPWT
1197
MassMutual Private Wealth & Trust
Connecticut
$78K +$3.84K +10 +5%
TI
1198
Truehand Inc
New Hampshire
$77K
VCM
1199
Versant Capital Management
Arizona
$76K
GCGDR
1200
Geo Capital Gestora de Recursos
Brazil
$76K +$40.7K +106 +115%