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Intuit

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
JIC
701
Johnson Investment Counsel
Ohio
$1.25M -$28.4K -81 -2%
WANY
702
Wealthspire Advisors (New York)
New York
$1.24M +$523K +1,488 +84%
APG
703
Abacus Planning Group
South Carolina
$1.23M -$26.3K -75 -2%
Cetera Investment Advisers
704
Cetera Investment Advisers
Illinois
$1.23M +$655K +1,865 +137%
NL
705
NVWM LLC
Pennsylvania
$1.22M +$9.13K +26 +0.8%
NB
706
Nicolet Bankshares
Wisconsin
$1.22M -$121K -345 -10%
TFS
707
Thoroughbred Financial Services
Tennessee
$1.22M +$54.8K +156 +5%
OWM
708
OneAscent Wealth Management
Alabama
$1.21M +$1.12M +3,192 New
RW
709
REDW Wealth
New Mexico
$1.2M
ETC
710
Exchange Traded Concepts
Oklahoma
$1.18M +$828K +2,358 +311%
Bank Julius Baer & Co
711
Bank Julius Baer & Co
Switzerland
$1.18M -$452K -1,286 -29%
KF
712
Krilogy Financial
Missouri
$1.18M +$39.7K +113 +4%
Simplex Trading
713
Simplex Trading
Illinois
$1.18M +$57.9K +165 +6%
AIIMS
714
Analyst IMS Investment Management Services
Israel
$1.17M +$31.6K +90 +3%
CPW
715
Catalyst Private Wealth
California
$1.17M +$1.08M +3,085 New
PAS
716
Park Avenue Securities
New York
$1.17M +$218K +622 +25%
MWM
717
Minot Wealth Management
Massachusetts
$1.16M +$672K +1,914 +168%
WAM
718
Weatherly Asset Management
California
$1.16M -$8.78K -25 -0.8%
SBIA
719
Sheaff Brock Investment Advisors
Indiana
$1.15M +$1.41K +4 +0.1%
VPIM
720
Vanguard Personalized Indexing Management
California
$1.15M +$193K +549 +22%
WS
721
Wedbush Securities
California
$1.14M +$2.11K +6 +0.2%
S
722
Seeyond
France
$1.14M -$115K -328 -10%
VFM
723
Viking Fund Management
North Dakota
$1.14M +$351K +1,000 +50%
Alyeska Investment Group
724
Alyeska Investment Group
Illinois
$1.13M +$1.05M +2,976 New
MCM
725
MV Capital Management
Maryland
$1.1M +$111K +315 +12%