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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 %
JGUA
1226
John G. Ullman & Associates
New York
$325K – – –
AWS
1227
AJ Wealth Strategies
New York
$325K +$18.8K +39 +6%
CNBTD
1228
Citizens National Bank Trust Department
Mississippi
$325K +$325K +775 New
SLT
1229
St Louis Trust
Missouri
$324K – – –
GLLW
1230
Graves Light Lenhart Wealth
Virginia
$321K – – –
TPWA
1231
TRUE Private Wealth Advisors
Oregon
$320K -$34K -76 -10%
CWM
1232
Concentrum Wealth Management
California
$320K – – –
TWA
1233
TCI Wealth Advisors
Arizona
$318K -$32.7K -68 -9%
SB
1234
Sunflower Bank
Texas
$317K +$68.2K +142 +27%
VWM
1235
Vigilare Wealth Management
Arizona
$314K -$43.3K -90 -12%
LWMM
1236
Legacy Wealth Management (Mississippi)
Mississippi
$313K – – –
FAFN
1237
First Affirmative Financial Network
Colorado
$312K -$21.6K -45 -6%
BCA
1238
Bay Colony Advisors
Massachusetts
$310K -$682K -1,419 -69%
HFAS
1239
Hummer Financial Advisory Services
Illinois
$308K +$24.1K +50 +8%
SFG
1240
Synergy Financial Group
California
$307K +$1.44K +3 +0.5%
CNB
1241
Camden National Bank
Maine
$306K +$7.21K +15 +2%
AWA
1242
Arkadios Wealth Advisors
Georgia
$304K +$87.1K +181 +40%
LIM
1243
Leavell Investment Management
Alabama
$303K – – –
KFS
1244
Kurt F. Somerville
$303K – – –
CHP
1245
Cable Hill Partners
Oregon
$303K +$68.8K +143 +29%
BRWM
1246
B. Riley Wealth Management
Tennessee
$303K +$118K +246 +64%
DWM
1247
Dakota Wealth Management
Florida
$302K -$1.91M -3,983 -86%
LA
1248
Latitude Advisors
Florida
$300K -$6.73K -14 -2%
SIMG
1249
Sonora Investment Management Group
Arizona
$299K – – –
GIA
1250
Guyasuta Investment Advisors
Pennsylvania
$299K +$58.3K +121 +24%
48 49
50
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