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Intuit
INTU

Overview Fund Activity

1,546 hedge funds and large institutions have $113B invested in Intuit in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 595 increasing their positions, 612 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,546
Holders Change
-111
Holders Change %
-6.7%
% of All Funds
24.47%
Holding in Top 10
61
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-39%
% of All Funds
0.97%
New
101
Increased
595
Reduced
612
Closed
197
Calls
$1.11B
Puts
$988M
Net Calls
+$120M
Net Calls Change
+$788M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$696M
2
SGA
Sustainable Growth Advisers
Connecticut
+$483M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$463M
4
BlackRock
BlackRock
New York
+$442M
5
FIS
Fundsmith Investment Services
Mauritius
+$359M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$349M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$337M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$235M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$206M
5
TP
Third Point
New York
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
1201
Edmond de Rothschild Holding
Switzerland
$351K – – –
TFF
1202
The Family Firm
Maryland
$350K +$480 +1 +0.1%
JBA
1203
Johnson Bixby & Associates
Washington
$349K – – –
JWM
1204
Janiczek Wealth Management
Colorado
$346K -$26K -54 -7%
BWP
1205
Bernardo Wealth Planning
Pennsylvania
$345K – – –
MOS
1206
MGO One Seven
Ohio
$343K +$88.4K +184 +35%
CCA
1207
Childress Capital Advisors
Texas
$342K +$38.4K +80 +13%
PL
1208
Plancorp LLC
Missouri
$339K -$44.3K -92 -12%
CIM
1209
Contravisory Investment Management
Massachusetts
$339K +$11.1K +23 +3%
AC
1210
Avestar Capital
New York
$337K +$36.1K +75 +12%
OA
1211
Oxbow Advisors
Texas
$335K – – –
EFS
1212
Essex Financial Services
Connecticut
$335K +$7.7K +16 +2%
EA
1213
Echo45 Advisors
California
$334K -$101K -210 -23%
RMC
1214
Resources Management Corp
Connecticut
$334K -$62.5K -130 -16%
LB
1215
Legacy Bridge
Iowa
$334K – – –
RTC
1216
Riverview Trust Company
Washington
$334K +$77.9K +162 +30%
GDP
1217
Great Diamond Partners
Maine
$333K -$95.6K -199 -22%
HHGA
1218
Halbert Hargrove Global Advisors
California
$332K -$5.29K -11 -2%
CRC
1219
Curi RMB Capital
Illinois
$332K +$38K +79 +13%
CBFP
1220
Cedar Brook Financial Partners
Ohio
$331K +$6.74K +14 +2%
VAM
1221
Verity Asset Management
North Carolina
$331K +$48.7K +101 +17%
ACM
1222
Advisors Capital Management
New Jersey
$331K +$71.6K +149 +28%
CAM
1223
Concorde Asset Management
Michigan
$331K +$331K +689 New
PA
1224
Procyon Advisors
Connecticut
$328K -$54.7K -114 -14%
FANJ
1225
Financial Architects (New Jersey)
New Jersey
$328K +$481 +1 +0.1%
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