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Intuit

1,491 hedge funds and large institutions have $90.3B invested in Intuit in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 599 increasing their positions, 546 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,491
Holders Change
-55
Holders Change %
-3.56%
% of All Funds
25.21%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
0.85%
New
128
Increased
599
Reduced
546
Closed
164
Calls
$1.3B
Puts
$849M
Net Calls
+$454M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
1401
Rational Advisors
New York
$17K +$395 +1 +2%
KFI
1402
Key Financial Inc
Pennsylvania
$16K
BWM
1403
Baystate Wealth Management
Massachusetts
$16K
TWM
1404
Tradition Wealth Management
Minnesota
$16K
JFA
1405
JNBA Financial Advisors
Minnesota
$16K +$3.51K +9 +28%
LFA
1406
Level Financial Advisors
New York
$16K +$4.95K +13 +45%
BWL
1407
Bogart Wealth LLC
Virginia
$15K
HDIM
1408
Hanson & Doremus Investment Management
Vermont
$15K
TSWM
1409
Tyler-Stone Wealth Management
Ohio
$14K +$6.22K +16 +80%
BCM
1410
Bourgeon Capital Management
Connecticut
$13K
CAM
1411
ClariVest Asset Management
California
$13K
SN
1412
Sittner & Nelson
Oregon
$13K
SC
1413
Sierra Capital
Florida
$13K +$6.69K +18 +106%
BMD
1414
Better Money Decisions
New Mexico
$13K +$13K +33 New
NIC
1415
Northwest Investment Counselors
Oregon
$12K
MUMSS
1416
Mitsubishi UFJ Morgan Stanley Securities
Japan
$12K
FRA
1417
Front Row Advisors
California
$12K
MGIM
1418
M&G Investment Management
United Kingdom
$11.3K +$4.73K +12,272 +72%
CAM
1419
Close Asset Management
United Kingdom
$10K -$24.1K -65 -71%
MS
1420
Mizuho Securities
Japan
$10K -$667 -1 -6%
APC
1421
Aspire Private Capital
North Carolina
$10K +$4.44K +12 +80%
FCMT
1422
Founders Capital Management (Texas)
Texas
$10K +$10K +26 New
TAM
1423
Tucker Asset Management
Colorado
$9.64K +$6.17K +16 +178%
BLC
1424
Brown, Lisle/Cummings
Rhode Island
$9.64K +$9.64K +25 New
BG
1425
Bollard Group
Massachusetts
$9K