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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
LSAG
626
Lake Street Advisors Group
New Hampshire
$1.79M +$1.08M +3,069 +186%
VMPIC
627
Varma Mutual Pension Insurance Co
Finland
$1.79M +$418K +1,191 +34%
SWP
628
Stratos Wealth Partners
Ohio
$1.79M +$223K +635 +16%
BSW
629
Buckingham Strategic Wealth
Missouri
$1.78M +$1.15M +3,266 +228%
Luther King Capital Management (LKCM)
630
Luther King Capital Management (LKCM)
Texas
$1.77M -$39.3K -112 -2%
SSI
631
Scott & Selber Inc
Texas
$1.75M -$69.9K -199 -4%
Lido Advisors
632
Lido Advisors
California
$1.75M +$1.22M +3,462 +304%
EHWM
633
Eads & Heald Wealth Management
Georgia
$1.74M -$62.2K -177 -4%
FA
634
FDx Advisors
Illinois
$1.73M -$1.36M -3,875 -46%
SVCP
635
Silicon Valley Capital Partners
California
$1.73M +$70.9K +202 +5%
SA
636
SRN Advisors
Pennsylvania
$1.72M +$1.61M +4,572 New
NG
637
NatWest Group
United Kingdom
$1.72M -$263K -750 -14%
JSA
638
Jacobson & Schmitt Advisors
Wisconsin
$1.68M -$80.4K -229 -5%
FMBTD
639
First Midwest Bank Trust Division
Illinois
$1.67M +$11.6K +33 +0.8%
CCM
640
Cohen Capital Management
California
$1.65M -$1.98M -5,640 -57%
PF
641
Phoenix Financial
Israel
$1.62M +$1.25M +3,548 +475%
DSC
642
Duncker Streett & Co
Missouri
$1.62M
BAMF
643
BI Asset Management Fondsmaeglerselskab
Denmark
$1.61M -$671K -1,912 -31%
DT
644
Diversified Trust
Tennessee
$1.61M +$373K +1,063 +33%
SMH
645
Sanders Morris Harris
Texas
$1.6M +$26.3K +75 +2%
EWM
646
Empirical Wealth Management
Washington
$1.59M +$387K +1,102 +36%
MYLI
647
Meiji Yasuda Life Insurance
Japan
$1.59M -$761K -2,167 -34%
CTA
648
Chesley Taft & Associates
Illinois
$1.58M
BFM
649
Boston Financial Management
Massachusetts
$1.57M +$2.81K +8 +0.2%
Loomis, Sayles & Company
650
Loomis, Sayles & Company
Massachusetts
$1.57M +$438K +1,246 +43%