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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
SPIA
526
Steward Partners Investment Advisory
New York
$1.54M -$102K -371 -6%
DTL
527
Dynamic Technology Lab
Singapore
$1.53M +$431K +1,566 +37%
PIM
528
Partner Investment Management
California
$1.52M -$121K -441 -7%
TC
529
Telemus Capital
Michigan
$1.52M +$760K +2,762 +94%
AWM
530
AE Wealth Management
Kansas
$1.51M +$72.6K +264 +5%
FAN
531
Financial Advisors Network
California
$1.5M +$14K +51 +0.9%
LIA
532
LS Investment Advisors
Michigan
$1.49M +$28.1K +102 +2%
FAM
533
Fred Alger Management
New York
$1.48M +$1.42M +5,157 +1,234%
RW
534
RVW Wealth
California
$1.48M -$1.38K -5 -0.1%
DAS
535
Dynamic Advisor Solutions
Arizona
$1.46M -$35.2K -128 -2%
TWA
536
TCI Wealth Advisors
Arizona
$1.45M -$1.93K -7 -0.1%
CDH
537
Charles D. Hyman
$1.45M
MCP
538
Mirador Capital Partners
California
$1.43M +$935K +3,398 +172%
VanEck Associates
539
VanEck Associates
New York
$1.41M +$122K +445 +9%
WF
540
Welch & Forbes
Massachusetts
$1.41M +$114K +415 +8%
BBHC
541
Brown Brothers Harriman & Co
New York
$1.41M +$139K +506 +11%
TCM
542
Teza Capital Management
Illinois
$1.41M +$549K +1,997 +60%
SF
543
Synovus Financial
Georgia
$1.4M +$39.1K +142 +3%
OCM
544
One Capital Management
California
$1.38M
PA
545
PFG Advisors
Arizona
$1.38M -$1.38K -5 -0.1%
WCWM
546
Willow Creek Wealth Management
California
$1.36M -$68.8K -250 -5%
NIT
547
NumerixS Investment Technologies
British Columbia, Canada
$1.35M -$413K -1,500 -23%
HIIFS
548
Harel Insurance Investments & Financial Services
Israel
$1.35M +$992K +3,608 +244%
SAM
549
Silvercrest Asset Management
New York
$1.34M
GCM
550
Glynn Capital Management
California
$1.33M