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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
VST
726
Van Strum & Towne
California
$422K
MFG
727
Magnus Financial Group
New York
$422K +$550 +2 +0.1%
RMCM
728
Reynders McVeigh Capital Management
Massachusetts
$420K -$20.4K -74 -4%
AW
729
Alpha Windward
Massachusetts
$420K -$1.1K -4 -0.3%
ATC
730
Argent Trust Co
Tennessee
$418K +$13.8K +50 +3%
1SB
731
1ST Source Bank
Indiana
$412K -$47K -171 -10%
USGIU
732
U.S. Global Investors (USGI)
Texas
$411K +$425K +1,545 New
1WA
733
180 Wealth Advisors
Washington
$406K +$96.3K +350 +30%
Carson Wealth (CWM LLC)
734
Carson Wealth (CWM LLC)
Nebraska
$404K
PCM
735
Prelude Capital Management
New York
$402K -$282K -1,024 -40%
FBC
736
Fairfield, Bush & Co
Connecticut
$398K
TIA
737
Tiemann Investment Advisors
California
$397K -$165K -599 -29%
PFPT
738
Pinnacle Financial Partners (Tennessee)
Tennessee
$390K +$69K +251 +21%
PIM
739
Penobscot Investment Management
Massachusetts
$390K +$74.3K +270 +23%
TCM
740
Traynor Capital Management
Pennsylvania
$389K
GWM
741
Geneos Wealth Management
Colorado
$385K -$2.75K -10 -0.7%
RWA
742
Ropes Wealth Advisors
Massachusetts
$381K -$809K -2,940 -67%
RC
743
Roundview Capital
New Jersey
$379K -$20.6K -75 -5%
VV
744
Verity & Verity
South Carolina
$372K
PAS
745
Park Avenue Securities
New York
$372K +$385K +1,398 New
SWA
746
Stratos Wealth Advisors
Ohio
$370K -$1.65K -6 -0.4%
LNC
747
Lincoln National Corp
Pennsylvania
$369K +$8.25K +30 +2%
SI
748
Stephens Inc
Arkansas
$369K +$51.4K +187 +16%
MC
749
Machina Capital
France
$365K +$379K +1,376 New
PAM
750
Peak Asset Management
Colorado
$357K