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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
WT
626
Whittier Trust
California
$834K +$57.8K +210 +7%
LS
627
Livforsakringsbolaget Skandia
Sweden
$833K +$110K +400 +15%
SAM
628
Sompo Asset Management
Japan
$832K +$333K +1,210 +63%
SBIA
629
Sheaff Brock Investment Advisors
Indiana
$825K +$17.9K +65 +2%
TA
630
Thor Advisors
New York
$809K +$837K +3,043 New
Fisher Asset Management
631
Fisher Asset Management
Washington
$804K +$264K +961 +47%
B
632
Bailard
California
$781K +$66.8K +243 +9%
LRPA
633
L. Roy Papp & Associates
Arizona
$770K +$12.1K +44 +2%
CC
634
Cannell & Co
New York
$769K
SAM
635
Strategy Asset Managers
California
$768K -$101K -367 -11%
Aristotle Capital Management
636
Aristotle Capital Management
California
$765K -$413K -1,503 -34%
PT
637
Plimoth Trust
Massachusetts
$760K -$36.3K -132 -4%
CHC
638
City Holding Co
West Virginia
$741K +$767K +2,788 New
CAM
639
CenterStar Asset Management
Illinois
$739K
CPIG
640
Chicago Partners Investment Group
Illinois
$732K +$494K +1,797 +174%
CLOS
641
Compagnie Lombard Odier SCmA
Switzerland
$731K -$83.9K -305 -10%
WAM
642
Wealthspire Advisors (Maryland)
Maryland
$731K -$550 -2 -0.1%
CA
643
Calton & Associates
Florida
$722K -$101K -366 -12%
BFM
644
Boston Financial Management
Massachusetts
$719K -$66K -240 -8%
WA
645
WBH Advisory
Maryland
$719K +$151K +550 +26%
WAM
646
Weatherly Asset Management
California
$718K +$43.5K +158 +6%
RGC
647
Roberts, Glore & Co
Illinois
$717K -$52.3K -190 -7%
LOAME
648
Lombard Odier Asset Management (Europe)
United Kingdom
$706K
CCA
649
Checchi Capital Advisers
California
$705K +$8.25K +30 +1%
CWM
650
Concentric Wealth Management
California
$697K