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Intuit

1,657 hedge funds and large institutions have $151B invested in Intuit in 2021 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 574 increasing their positions, 551 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+221
Holders Change %
+15.39%
% of All Funds
25.59%
Holding in Top 10
100
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+25%
% of All Funds
1.54%
New
308
Increased
574
Reduced
551
Closed
67
Calls
$1.26B
Puts
$1.93B
Net Calls
-$668M
Net Calls Change
-$352M
Name Holding Trade Value Shares
Change
Shares
Change %
OA
1201
Oxbow Advisors
Texas
$448K +$133K +207 +42%
CIM
1202
CIM Investment Management
Pennsylvania
$448K +$448K +697 New
LB
1203
Legacy Bridge
Iowa
$447K -$80.4K -125 -15%
FAFN
1204
First Affirmative Financial Network
Colorado
$447K -$5.8K -9 -1%
SAM
1205
Silphium Asset Management
United Kingdom
$446K -$354K -550 -44%
NFSG
1206
Newbridge Financial Services Group
Florida
$445K -$5.15K -8 -1%
CWM
1207
Circle Wealth Management
New Jersey
$445K +$9.65K +15 +2%
AC
1208
Abbrea Capital
California
$441K
WKWM
1209
Walter & Keenan Wealth Management
Indiana
$439K
CIM
1210
Contravisory Investment Management
Massachusetts
$438K -$27.7K -43 -6%
FANJ
1211
Financial Architects (New Jersey)
New Jersey
$438K +$41.2K +64 +10%
EFS
1212
Essex Financial Services
Connecticut
$437K
AWM
1213
Aevitas Wealth Management
Massachusetts
$436K
GWM
1214
Gitterman Wealth Management
New Jersey
$435K +$435K +678 New
JGUA
1215
John G. Ullman & Associates
New York
$434K
SLT
1216
St Louis Trust
Missouri
$434K
JF
1217
JSF Financial
California
$434K +$12.2K +19 +3%
GL
1218
Graypoint LLC
New York
$434K +$50.8K +79 +13%
CBFP
1219
Cedar Brook Financial Partners
Ohio
$434K +$80.5K +125 +23%
GLLW
1220
Graves Light Lenhart Wealth
Virginia
$429K
CWM
1221
Concentrum Wealth Management
California
$428K
RDWM
1222
Red Door Wealth Management
Tennessee
$425K -$14.1K -22 -3%
YMRC
1223
Yorktown Management & Research Company
Virginia
$425K
TFO
1224
Tarbox Family Office
California
$421K +$1.93K +3 +0.5%
VFA
1225
Valeo Financial Advisors
Indiana
$421K +$59.8K +93 +17%