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Intuit
INTU

Overview Fund Activity

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

Top Buyers

1
NHC
Nicholas Hoffman & Company
Georgia
$2.45B
2
BlackRock
BlackRock
New York
$16.2B
3
Vanguard Group
Vanguard Group
Pennsylvania
$14.6B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.92B
5
Fisher Asset Management
Fisher Asset Management
Washington
$774M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$11.3B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
$2.4B
3
Edgewood Management
Edgewood Management
Connecticut
$3.17B
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$586M
5
Goldman Sachs
Goldman Sachs
New York
$1.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
1451
Prentice Wealth Management
New York
$221K – – –
XS
1452
XR Securities
Illinois
$221K +$221K +343 New
BWA
1453
Beam Wealth Advisors
Louisiana
$220K +$220K +342 New
FBB
1454
Fulton Breakefield Broenniman
Maryland
$219K +$219K +340 New
GSC
1455
Ground Swell Capital
South Carolina
$217K -$292K -454 -57%
MFG
1456
Menard Financial Group
Texas
$217K +$217K +337 New
KA
1457
Kovack Advisors
Florida
$217K +$217K +338 New
WP
1458
WMS Partners
Maryland
$216K +$216K +336 New
BOS
1459
Bank of Stockton
California
$215K -$38.5K -60 -15%
PCM
1460
Prana Capital Management
Connecticut
$214K +$214K +332 New
P
1461
Palladiem
Pennsylvania
$212K +$212K +329 New
USCWA
1462
U.S. Capital Wealth Advisors
Texas
$212K +$212K +329 New
LSPW
1463
Lake Street Private Wealth
Illinois
$212K +$212K +330 New
HIC
1464
Holderness Investments Company
North Carolina
$211K +$211K +328 New
FAM
1465
Formidable Asset Management
Ohio
$210K +$210K +336 New
KCM
1466
Kathmere Capital Management
Pennsylvania
$209K -$39.9K -62 -16%
BAM
1467
Bruderman Asset Management
New York
$206K +$206K +320 New
MS
1468
Maven Securities
Jersey
$206K +$206K +320 New
NC
1469
NovaPoint Capital
Georgia
$206K +$206K +321 New
CWM
1470
C2C Wealth Management
Arizona
$206K +$206K +321 New
DIM
1471
DC Investments Management
Virginia
$206K +$206K +321 New
MPWT
1472
MassMutual Private Wealth & Trust
Connecticut
$205K +$20K +31 +11%
MC
1473
Manteio Capital
New Jersey
$203K +$203K +315 New
AAMA
1474
Advanced Asset Management Advisors
Ohio
$203K +$203K +315 New
HBWM
1475
Hollow Brook Wealth Management
New York
$203K +$203K +315 New
57 58
59
60 61