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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
MF
676
Magnetar Financial
Illinois
$559K +$578K +2,103 New
IEFM
677
IQ EQ Fund Management
Ireland
$553K
TA
678
TCG Advisors
Texas
$547K +$566K +2,056 New
BFO
679
Boston Family Office
Massachusetts
$540K
CWM
680
Confluence Wealth Management
Oregon
$540K +$22.8K +83 +4%
OLA
681
Oliver Luxxe Assets
New Jersey
$539K
EWM
682
Evercore Wealth Management
New York
$538K +$40.2K +146 +8%
PHAM
683
Palisades Hudson Asset Management
Florida
$534K
SHGA
684
Sand Hill Global Advisors
California
$533K +$77.3K +281 +16%
BWP
685
BSW Wealth Partners
Colorado
$532K +$550K +2,000 New
VFM
686
Viking Fund Management
North Dakota
$532K +$550K +2,000 New
PTC
687
Private Trust Company
Ohio
$531K +$18.2K +66 +3%
GCC
688
Guardian Capital (Canada)
Ontario, Canada
$529K +$67.1K +244 +14%
ESBC
689
E.S. Barr & Co
Kentucky
$526K
SYBT
690
Stock Yards Bank & Trust
Kentucky
$518K
CCA
691
Conestoga Capital Advisors
Pennsylvania
$516K -$48.1K -175 -8%
CG
692
Caprock Group
Idaho
$513K -$12.1K -44 -2%
ZB
693
Zions Bancorporation
Utah
$511K -$6.6K -24 -1%
GG
694
Gofen & Glossberg
Illinois
$509K
HIM
695
Hillsdale Investment Management
Ontario, Canada
$507K -$35.8K -130 -6%
TFS
696
Thoroughbred Financial Services
Tennessee
$507K +$141K +512 +37%
PWPS
697
Pinnacle Wealth Planning Services
Ohio
$502K +$49K +178 +10%
GCP
698
GSA Capital Partners
United Kingdom
$501K -$541K -1,967 -51%
WWM
699
WT Wealth Management
Arizona
$497K +$514K +1,870 New
WS
700
Wedbush Securities
California
$496K -$30.8K -112 -6%