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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 %
EWM
1601
Edge Wealth Management
New York
$10K
APC
1602
Aspire Private Capital
North Carolina
$10K
AIP
1603
Ahrens Investment Partners
Louisiana
$10K +$10K +15 New
RA
1604
Rise Advisors
New York
$9.69K +$9.69K +15 New
ZIG
1605
Zullo Investment Group
Pennsylvania
$9K +$9K +14 New
HWM
1606
HighMark Wealth Management
Minnesota
$8K -$615 -1 -7%
EL
1607
EMFO LLC
Florida
$8K
GI
1608
Gradient Investments
Minnesota
$8K +$4.92K +8 +160%
CAC
1609
Core Alternative Capital
Georgia
$8K +$8K +12 New
NIC
1610
Northwest Investment Counselors
Oregon
$8K +$8K +13 New
EFS
1611
Econ Financial Services
Pennsylvania
$8K +$8K +13 New
MTIC
1612
Missouri Trust & Investment Company
Missouri
$8K +$8K +13 New
LF
1613
Lee Financial
Texas
$7K +$2.8K +4 +67%
CWM
1614
Curi Wealth Management
North Carolina
$7K +$7K +11 New
KFS
1615
Kelly Financial Services
Massachusetts
$6.43K +$6.43K +10 New
TWI
1616
Thomas White International
Illinois
$6K
BCH
1617
Berkshire Capital Holdings
California
$6K
LWA
1618
Lenox Wealth Advisors
New York
$6K +$4.8K +8 +400%
SIS
1619
Sound Income Strategies
Florida
$6K +$6K +9 New
SC
1620
Schubert & Co
Texas
$6K +$6K +10 New
JIR
1621
James Investment Research
Ohio
$5K
AWM
1622
Avior Wealth Management
Nebraska
$5K
PO
1623
Private Ocean
California
$5K
WWM
1624
Wolff Wiese Magana
California
$5K
AWM
1625
Accel Wealth Management
Iowa
$5K +$5K +7 New