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793 hedge funds and large institutions have $39.4B invested in Intuit in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 328 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

40% more funds holding in top 10

Funds holding in top 10: 2028 (+8)

12% more capital invested

Capital invested by funds: $35.2B → $39.4B (+$4.19B)

2% more funds holding

Funds holding: 779793 (+14)

1.44% more ownership

Funds ownership: 87.39%88.83% (+1.4%)

2% more call options, than puts

Call options by funds: $132M | Put options by funds: $129M

21% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 328

Holders
793
Holders Change
+14
Holders Change %
+1.8%
% of All Funds
18.18%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.64%
New
73
Increased
258
Reduced
328
Closed
50
Calls
$132M
Puts
$129M
Net Calls
+$2.07M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
701
MUFG Americas
New York
$86K -$20.5K -122 -20%
TL
702
TrueWealth LLC
Georgia
$85K
ADL
703
Asset Dedication LLC
California
$84K
Carson Wealth (CWM LLC)
704
Carson Wealth (CWM LLC)
Nebraska
$83K -$2.08M -12,382 -96%
APP
705
Avantax Planning Partners
Iowa
$83K +$80.8K +480 New
CAW
706
Cornerstone Advisors (Washington)
Washington
$79K
FHA
707
First Horizon Advisors
Tennessee
$78K
YWP
708
YorkBridge Wealth Partners
New York
$74K
FGC
709
Financial Gravity Companies
Texas
$71K +$10.4K +62 +19%
FGAM
710
Financial Gravity Asset Management
Texas
$71K +$64.3K +382 New
CIP
711
Convergence Investment Partners
Florida
$71K +$69K +410 New
TSW
712
Thompson Siegel & Walmsley
Virginia
$70K
MDCM
713
Morgan Dempsey Capital Management
Wisconsin
$68.8K -$5.21K -31 -7%
LNB
714
Ledyard National Bank
$65K
APA
715
American Portfolios Advisors
New York
$64K +$45.6K +271 +277%
VCM
716
Versant Capital Management
Arizona
$61K
HDIM
717
Hanson & Doremus Investment Management
Vermont
$60K +$30.5K +181 +110%
KTC
718
Kistler-Tiffany Companies
Pennsylvania
$57K
QAM
719
QCI Asset Management
New York
$55K
SFSIG
720
San Francisco Sentry Investment Group
California
$54K -$168 -1 -0.3%
SP
721
SWS Partners
Ohio
$52K +$51.3K +305 New
RFA
722
Reilly Financial Advisors
California
$51K +$5.89K +35 +13%
FC
723
Ferris Capital
Massachusetts
$50K +$48.5K +288 New
GAM
724
Gemmer Asset Management
California
$48K
FRA
725
Front Row Advisors
California
$47K -$1.18K -7 -3%