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
HH
651
HWG Holdings
Texas
$1.57M +$357K +1,016 +33%
BFS
652
Bradley Foster & Sargent
Connecticut
$1.54M -$12.3K -35 -0.9%
WP
653
WealthSource Partners
California
$1.54M +$26K +74 +2%
WWM
654
WT Wealth Management
Arizona
$1.52M +$333K +947 +31%
KFBMI
655
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.52M
WA
656
Wambolt & Associates
Colorado
$1.5M +$310K +884 +29%
PCA
657
Personal Capital Advisors
California
$1.5M +$793K +2,258 +135%
MSRPS
658
Maryland State Retirement & Pension System
Maryland
$1.49M +$1.43M +4,085 New
Qube Research & Technologies (QRT)
659
Qube Research & Technologies (QRT)
United Kingdom
$1.48M -$398K -1,134 -23%
IPW
660
Inlet Private Wealth
Florida
$1.48M -$1.41K -4 -0.1%
PP
661
Prudential plc
United Kingdom
$1.48M +$183K +522 +15%
CI
662
Conning Inc
Connecticut
$1.48M -$28.1K -80 -2%
WF
663
Welch & Forbes
Massachusetts
$1.47M
FBC
664
Fairfield, Bush & Co
Connecticut
$1.45M +$229K +652 +21%
CI
665
Cavalier Investments
Georgia
$1.44M +$333K +947 +33%
SW
666
SVB Wealth
Massachusetts
$1.44M -$10.5K -30 -0.8%
BBHC
667
Brown Brothers Harriman & Co
New York
$1.43M +$29.1K +83 +2%
MLL
668
Moody Lynn & Lieberson
Massachusetts
$1.41M +$720K +2,050 +123%
JCM
669
Jacobi Capital Management
Pennsylvania
$1.41M -$87.1K -248 -6%
DF
670
Donoghue Forlines
Massachusetts
$1.41M +$1.3M +3,699 New
ACS
671
Archford Capital Strategies
Illinois
$1.4M +$140K +400 +12%
AO
672
Advisor OS
Illinois
$1.4M +$386K +1,099 +43%
OSAM
673
O'Shaughnessy Asset Management
Connecticut
$1.37M +$216K +615 +20%
VWM
674
Venturi Wealth Management
Texas
$1.37M +$91.3K +260 +8%
FNFDCM
675
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.37M