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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
OIA
726
Optimum Investment Advisors
Illinois
$47K +$46.1K +274 New
EA
727
Edge Advisors
Georgia
$42K +$841 +5 +2%
SC
728
Slow Capital
California
$41K
AssetMark Inc
729
AssetMark Inc
California
$40K -$203K -1,205 -84%
Qube Research & Technologies (QRT)
730
Qube Research & Technologies (QRT)
United Kingdom
$40K +$39.2K +233 New
BFEC
731
Benjamin F. Edwards & Company
Missouri
$37K
FAM
732
Fred Alger Management
New York
$37K +$27.6K +164 +328%
AOWM
733
Alpha Omega Wealth Management
Virginia
$35K
FMII
734
Farmers & Merchants Investments Inc
Nebraska
$33K
IF
735
Ironwood Financial
Arizona
$32K
WCM
736
Whitener Capital Management
North Carolina
$31K
QCG
737
Quadrant Capital Group
Ohio
$31K +$673 +4 +2%
MOS
738
MGO One Seven
Ohio
$31K +$1.68K +10 +6%
VFA
739
Valeo Financial Advisors
Indiana
$29K
PCP
740
Proficio Capital Partners
Massachusetts
$29K +$1.51K +9 +6%
MGIA
741
Moneta Group Investment Advisors
Missouri
$29K +$28.1K +167 +5,567%
PCG
742
Private Capital Group
Connecticut
$28K +$168 +1 +0.6%
WPA
743
West Paces Advisors
Georgia
$27.7K
SWA
744
Sutton Wealth Advisors
Florida
$27K +$841 +5 +3%
CAGAS
745
Capital Advisory Group Advisory Services
Minnesota
$26K +$25.2K +150 New
CBT
746
Capital Bank & Trust
California
$23K
DBT
747
Dubuque Bank & Trust
Iowa
$22K
LWA
748
Lenox Wealth Advisors
New York
$22K +$16.2K +96 +310%
DWA
749
Divergent Wealth Advisors
Utah
$22K +$21K +125 New
PFGIA
750
Patriot Financial Group Insurance Agency
Massachusetts
$19K