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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 %
BCM
1176
Brookstone Capital Management
Illinois
$299K +$63.7K +119 +27%
LFF
1177
Level Four Financial
Texas
$299K +$299K +554 New
BIP
1178
Blueprint Investment Partners
North Carolina
$298K +$59.9K +111 +25%
DWM
1179
Darwin Wealth Management
Florida
$298K +$298K +553 New
NERM
1180
New England Research & Management
Illinois
$297K
CAL
1181
Capital Advisors Ltd
Ohio
$297K
CBFP
1182
Cedar Brook Financial Partners
Ohio
$296K -$58.8K -109 -17%
RTC
1183
Riverview Trust Company
Washington
$288K
BW
1184
Bison Wealth
Georgia
$286K -$310K -575 -52%
AIL
1185
AGF Investments LLC
Ontario, Canada
$286K -$18.3K -34 -6%
SAM
1186
Stansberry Asset Management
Texas
$285K +$38.3K +71 +16%
SIM
1187
SSI Investment Management
California
$283K
MSR
1188
Main Street Research
Connecticut
$283K
CFA
1189
Carroll Financial Associates
North Carolina
$283K +$78.7K +146 +39%
TAM
1190
Tucker Asset Management
Colorado
$282K +$282K +451 New
MFG
1191
Merit Financial Group
Georgia
$282K
PA
1192
Procyon Advisors
Connecticut
$282K +$7.01K +13 +3%
AIC
1193
Ameritas Investment Company
Nebraska
$282K +$48K +89 +21%
DLA
1194
Douglas Lane & Associates
New York
$279K -$6.48K -12 -2%
STA
1195
Summit Trail Advisors
New York
$279K +$279K +517 New
PP
1196
PDS Planning
Ohio
$278K +$21.6K +40 +8%
AWA
1197
Arkadios Wealth Advisors
Georgia
$278K +$69.6K +129 +33%
MAM
1198
Marotta Asset Management
Virginia
$276K
CIP
1199
Convergence Investment Partners
Florida
$273K +$30.2K +56 +12%
MPW
1200
MA Private Wealth
California
$272K