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Intuit

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
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1576
Bourgeon Capital Management
Connecticut
$22K -$6.47K -10 -23%
SN
1577
Sittner & Nelson
Oregon
$22K +$22K +34 New
FRA
1578
Front Row Advisors
California
$21K
TFGT
1579
TS Financial Group (TSFG)
Illinois
$21K
DWA
1580
Delos Wealth Advisors
Texas
$21K +$21K +33 New
TWM
1581
Tradition Wealth Management
Minnesota
$19K
LFA
1582
Level Financial Advisors
New York
$19K +$19K +29 New
RK
1583
Rather & Kittrell
Tennessee
$19K +$19K +30 New
BWA
1584
BDO Wealth Advisors
Florida
$17K
BFC
1585
Bedel Financial Consulting
Indiana
$17K +$11.1K +17 +189%
GC
1586
Globeflex Capital
California
$15K +$9.13K +14 +156%
BG
1587
Bollard Group
Massachusetts
$15K +$15K +23 New
TSWM
1588
Tyler-Stone Wealth Management
Ohio
$15K +$15K +23 New
ME
1589
McIlrath & Eck
Washington
$14K
RCC
1590
Red Cedar Capital
Nebraska
$14K
SWM
1591
Selective Wealth Management
Virginia
$14K
CTB
1592
Country Trust Bank
Illinois
$14K
OIA
1593
Optimum Investment Advisors
Illinois
$13K
AP
1594
Atwood & Palmer
Missouri
$13K +$13K +20 New
RPCONE
1595
Retirement Planning Company of New England
Rhode Island
$12K +$12K +19 New
CFRPA
1596
Castle Financial & Retirement Planning Associates
New Jersey
$12K +$12K +22 New
HVM
1597
Harvest Volatility Management
Connecticut
$11.1K +$3K +4,659 +37%
IWP
1598
IAG Wealth Partners
Wisconsin
$11K
SC
1599
Sierra Capital
Florida
$11K +$11K +17 New
CFD
1600
Creative Financial Designs
Indiana
$10K -$46.9K -75 -82%