We are live on ! Find out more

1,311 hedge funds and large institutions have $88.2B invested in Intuit in 2020 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 528 increasing their positions, 385 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 65

37% more repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 385

36% more funds holding in top 10

Funds holding in top 10: 3953 (+14)

20% more capital invested

Capital invested by funds: $73.8B → $88.2B (+$14.4B)

12% more funds holding

Funds holding: 1,1751,311 (+136)

8% less call options, than puts

Call options by funds: $621M | Put options by funds: $678M

2.1% less ownership

Funds ownership: 86.5%84.4% (-2.1%)

Holders
1,311
Holders Change
+136
Holders Change %
+11.57%
% of All Funds
23.2%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.94%
New
218
Increased
528
Reduced
385
Closed
65
Calls
$621M
Puts
$678M
Net Calls
-$57M
Net Calls Change
-$32M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
301
Appleton Partners
Massachusetts
$14.1M -$1.8M -5,123 -12%
QI
302
QS Investors
New York
$13.9M -$93.8K -267 -0.7%
AAM
303
Autus Asset Management
Arizona
$13.9M -$1.43M -4,060 -10%
JRP
304
Jasper Ridge Partners
California
$13.9M +$510K +1,451 +4%
MSA
305
Mason Street Advisors
Wisconsin
$13.8M -$185K -526 -1%
AIMCA
306
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.6M +$457K +1,300 +4%
SLAM
307
Swiss Life Asset Management
$13.5M +$11.8M +33,470 +1,530%
Vontobel Holding
308
Vontobel Holding
Switzerland
$13.4M +$12.1M +34,507 New
WSFS
309
Wilmington Savings Fund Society
Delaware
$13.4M -$387K -1,102 -3%
ODCM
310
Old Dominion Capital Management
Virginia
$13.4M -$220K -627 -2%
SBWIC
311
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.9M +$142K +405 +1%
LSA
312
L & S Advisors
California
$12.9M +$1.31M +3,723 +12%
Commonwealth Equity Services
313
Commonwealth Equity Services
Massachusetts
$12.7M +$543K +1,546 +5%
CI Investments Inc
314
CI Investments Inc
Ontario, Canada
$12.6M -$676K -1,926 -5%
MOACM
315
Mutual of America Capital Management
New York
$12.5M -$476K -1,355 -4%
COPPSERS
316
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.5M +$3.01M +8,573 +35%
FC
317
Forte Capital
New York
$12.3M +$506K +1,441 +5%
WBC
318
Westpac Banking Corp
Australia
$12.3M -$399K -1,137 -3%
LWM
319
Lyell Wealth Management
California
$12.2M +$887K +2,525 +8%
BCAM
320
Boston Common Asset Management
Massachusetts
$12.1M +$465K +1,325 +4%
MTC
321
McDaniel Terry & Co
Texas
$12.1M +$463K +1,318 +4%
CP
322
Cumberland Partners
Ontario, Canada
$12.1M +$11.2M +31,876 New
Cerity Partners
323
Cerity Partners
New York
$12M +$1.87M +5,314 +20%
SAM
324
Shell Asset Management
Netherlands
$11.9M +$1.68M +4,791 +18%
HIMCH
325
Hartford Investment Management Co (HIMCO)
Connecticut
$11.7M +$1.03M +2,947 +11%