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Intuit
INTU

Overview Fund Activity

1,370 hedge funds and large institutions have $113B invested in Intuit in 2021 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 515 increasing their positions, 490 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+43
Holders Change %
+3.24%
% of All Funds
23.92%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.15%
New
138
Increased
515
Reduced
490
Closed
81
Calls
$837M
Puts
$946M
Net Calls
-$109M
Net Calls Change
-$118M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.93B
2
Macquarie Group
Macquarie Group
Australia
$583M
3
EC
Eminence Capital
New York
$156M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$200M
5
Artisan Partners
Artisan Partners
Wisconsin
$144M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$480M
2
Ameriprise
Ameriprise
Minnesota
$1.44B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$576M
4
PC
PointState Capital
New York
$31.9M
5
FPP
Findlay Park Partners
United Kingdom
$800M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1226
SOA Wealth Advisors
New York
$184K +$59.2K +121 +47%
TFS
1227
TrustCore Financial Services
Tennessee
$183K +$33.9K +69 +23%
HR
1228
Howe & Rusling
New York
$176K – – –
CFO
1229
CVA Family Office
Colorado
$175K +$77.7K +158 +80%
BWM
1230
BerganKDV Wealth Management
Minnesota
$171K – – –
PWM
1231
Prentice Wealth Management
New York
$168K +$55.3K +113 +49%
SPWG
1232
Sage Private Wealth Group
Illinois
$163K – – –
FPS
1233
Fieldpoint Private Securities
Connecticut
$156K +$3.17K +6 +2%
RFA
1234
Reilly Financial Advisors
California
$146K – – –
KFP
1235
KB Financial Partners
New Jersey
$143K -$33.8K -69 -19%
CWM
1236
Cedar Wealth Management
California
$142K +$11.8K +24 +9%
MPWT
1237
MassMutual Private Wealth & Trust
Connecticut
$142K +$42.3K +86 +42%
FFA
1238
Freedman Financial Associates
Massachusetts
$141K – – –
RCA
1239
Ranch Capital Advisors
Florida
$137K – – –
PB
1240
Pinnacle Bancorp
Nebraska
$134K – – –
HWA
1241
Heritage Wealth Advisors
Virginia
$131K – – –
CC
1242
Corsicana & Co
Texas
$130K +$130K +265 New
DFCM
1243
Dark Forest Capital Management
Puerto Rico
$126K +$126K +257 New
GRP
1244
Global Retirement Partners
California
$124K +$10.3K +21 +9%
SFSIG
1245
San Francisco Sentry Investment Group
California
$123K -$98.4K -200 -44%
HCP
1246
Hexagon Capital Partners
Arkansas
$117K +$1.48K +3 +1%
AS
1247
Altshuler Shaham
Israel
$116K +$36.7K +75 +46%
DAM
1248
Delta Asset Management
Tennessee
$112K – – –
GCGDR
1249
Geo Capital Gestora de Recursos
Brazil
$112K +$14.7K +30 +15%
Jones Financial Companies
1250
Jones Financial Companies
Missouri
$107K +$20.1K +41 +23%
48 49
50
51 52