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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 %
NFSG
1501
Newbridge Financial Services Group
Florida
$6K -$340K -680 -98%
EFS
1502
Econ Financial Services
Pennsylvania
$6K – – –
HWM
1503
HighMark Wealth Management
Minnesota
$6K – – –
MTIC
1504
Missouri Trust & Investment Company
Missouri
$6K – – –
EL
1505
EMFO LLC
Florida
$6K – – –
KTC
1506
Kistler-Tiffany Companies
Pennsylvania
$6K +$6K +12 New
DI
1507
Disciplined Investments
Oklahoma
$6K +$6K +13 New
BCH
1508
Berkshire Capital Holdings
California
$5K – – –
TWI
1509
Thomas White International
Illinois
$5K – – –
SIS
1510
Sound Income Strategies
Florida
$5K +$909 +2 +22%
MA
1511
MCF Advisors
Kentucky
$5K +$5K +10 New
RCM
1512
Raleigh Capital Management
North Carolina
$5K +$5K +11 New
GKIM
1513
GW&K Investment Management
Massachusetts
$5K +$5K +11 New
KFS
1514
Kelly Financial Services
Massachusetts
$4.81K – – –
TAM
1515
Tucker Asset Management
Colorado
$4.33K -$206K -428 -98%
WWM
1516
Wolff Wiese Magana
California
$4K – – –
PO
1517
Private Ocean
California
$4K – – –
PPWM
1518
PFG Private Wealth Management
Florida
$3K -$67.3K -157 -96%
SC
1519
Schubert & Co
Texas
$3K -$2K -4 -40%
CWM
1520
Curi Wealth Management
North Carolina
$3K -$1.13K -3 -27%
LWA
1521
Lenox Wealth Advisors
New York
$3K -$1.29K -3 -30%
AWM
1522
Avior Wealth Management
Nebraska
$3K – – –
AWM
1523
Accel Wealth Management
Iowa
$3K – – –
FNBOSM
1524
First National Bank of South Miami
Florida
$3K – – –
TFM
1525
TFC Financial Management
Massachusetts
$3K – – –
59 60
61
62 63