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1,009 hedge funds and large institutions have $60.6B invested in Intuit in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 368 increasing their positions, 387 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 66

20% more call options, than puts

Call options by funds: $518M | Put options by funds: $430M

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

1% more funds holding

Funds holding: 9981,009 (+11)

1% more capital invested

Capital invested by funds: $59.8B → $60.6B (+$770M)

0.77% less ownership

Funds ownership: 88.42%87.64% (-0.77%)

5% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 387

Holders
1,009
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
22.13%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.72%
New
84
Increased
368
Reduced
387
Closed
66
Calls
$518M
Puts
$430M
Net Calls
+$87.9M
Net Calls Change
+$205M
Name Holding Trade Value Shares
Change
Change in
Stake
YIA
301
YHB Investment Advisors
Connecticut
$8.28M +$194K +706 +2%
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$8.27M +$2.86M +10,394 +50%
EGM
303
Engineers Gate Manager
New York
$8.2M +$460K +1,671 +6%
FC
304
Forte Capital
New York
$8.15M +$583K +2,118 +7%
FCM
305
Flinton Capital Management
Pennsylvania
$8.06M -$2.87M -10,416 -26%
AIM
306
Arcadia Investment Management
Michigan
$7.91M -$279K -1,015 -3%
AG
307
Advisor Group
Arizona
$7.71M +$811K +2,950 +11%
CC
308
Cipher Capital
New York
$7.69M -$1.67M -6,079 -17%
Verition Fund Management
309
Verition Fund Management
Connecticut
$7.52M +$5.84M +21,247 +302%
II
310
IFM Investors
Australia
$7.4M +$2.65M +9,638 +53%
HighTower Advisors
311
HighTower Advisors
Illinois
$7.38M -$51.7K -188 -0.7%
B
312
Barings
North Carolina
$7.36M -$374K -1,361 -5%
PP
313
Patten & Patten
Tennessee
$7.34M -$531K -1,930 -7%
PIA
314
Piedmont Investment Advisors
North Carolina
$7.34M -$7.08M -25,743 -48%
LCM
315
Liberty Capital Management
Michigan
$7.34M -$229K -831 -3%
SAM
316
Securian Asset Management
Minnesota
$7.24M -$44.6K -162 -0.6%
JMPWA
317
JP Morgan Private Wealth Advisors
California
$7.22M -$1.12M -4,062 -13%
LCM
318
Landscape Capital Management
New Jersey
$7.16M -$112K -407 -1%
SMH
319
Sanders Morris Harris
Texas
$7.07M +$7.59M +27,600 New
EIP
320
Epoch Investment Partners
New York
$7.04M -$32.5K -118 -0.4%
CBT
321
Central Bank & Trust
Kentucky
$7.04M +$17.3K +63 +0.2%
DIA
322
Davidson Investment Advisors
Montana
$6.94M +$94.6K +344 +1%
JG
323
Jefferies Group
New York
$6.87M +$874K +3,177 +14%
TRSOTSOK
324
Teachers Retirement System of the State of Kentucky
Kentucky
$6.85M +$248K +900 +4%
LWM
325
Lyell Wealth Management
California
$6.72M +$82.5K +300 +1%