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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
+$1.07B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$877M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$777M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$712M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$830M
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$547M
3
Edgewood Management
Edgewood Management
Connecticut
-$359M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$242M
5
Goldman Sachs
Goldman Sachs
New York
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
1626
First Command Bank
Texas
$4K – – –
TFM
1627
TFC Financial Management
Massachusetts
$4K – – –
HI
1628
Hudock Inc
Pennsylvania
$4K – – –
FNBOSM
1629
First National Bank of South Miami
Florida
$4K – – –
CSWM
1630
Cassady Schiller Wealth Management
Ohio
$4K +$4K +6 New
HNWA
1631
Henrickson Nauta Wealth Advisors
Michigan
$4K +$4K +8 New
GFPC
1632
Global Financial Private Client
Florida
$3.86K – – –
MP
1633
McDonald Partners
Ohio
$3.22K +$3.22K +5 New
ACM
1634
Absolute Capital Management
Pennsylvania
$3.22K +$3.22K +5 New
SWM
1635
Sugarloaf Wealth Management
Georgia
$3K – – –
1IA
1636
1834 Investment Advisors
Wisconsin
$3K – – –
BBHC
1637
Brown Brothers Harriman & Co
New York
$2.5K +$57 +88 +2%
MIM
1638
Macroview Investment Management
Maryland
$2K – – –
CFN
1639
Cordasco Financial Network
Florida
$2K – – –
MWA
1640
Moser Wealth Advisors
Washington
$2K – – –
AA
1641
Addison Advisors
Vermont
$2K +$2K +3 New
BA
1642
Bivin & Associates
Oklahoma
$2K +$2K +3 New
WPWM
1643
Western Pacific Wealth Management
Illinois
$2K +$2K +4 New
FGAM
1644
Financial Gravity Asset Management
Texas
$1.57K +$1.24K +5,189 +377%
WA
1645
WestEnd Advisors
North Carolina
$1.29K +$1.29K +2 New
LWM
1646
Liberty Wealth Management
California
$1.1K +$1 +1 +0.1%
Capstone Investment Advisors
1647
Capstone Investment Advisors
New York
$1K -$1.97M -3,930 -100%
HCM
1648
Horrell Capital Management
Arkansas
$1K – – –
BC
1649
Burleson & Co
California
$1K – – –
SIAP
1650
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K +$1K +1 New
64 65
66
67 68