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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
EW
751
Evoke Wealth
California
$357K +$369K +1,341 New
IAA
752
Independent Advisor Alliance
North Carolina
$354K
JWA
753
JFS Wealth Advisors
Pennsylvania
$350K
BPA
754
Beacon Pointe Advisors
California
$350K +$3.85K +14 +1%
BDS
755
Banco de Sabadell
Florida
$344K -$1.68M -6,116 -83%
SC
756
SouthState Corp
Florida
$344K
CAM
757
Cresset Asset Management
Illinois
$344K +$39.3K +143 +12%
RTC
758
Riverview Trust Company
Washington
$341K
NFG
759
Next Financial Group
Texas
$341K +$152K +553 +76%
AHB
760
Abner Herrman & Brock
New Jersey
$339K
NSIM
761
North Star Investment Management
Illinois
$335K
BPWA
762
Beacon Pointe Wealth Advisors
California
$334K +$344K +1,251 New
NG
763
NatWest Group
United Kingdom
$333K
1832 Asset Management
764
1832 Asset Management
Ontario, Canada
$329K +$188K +683 +84%
SWAG
765
Spectrum Wealth Advisory Group
California
$327K +$275 +1 +0.1%
GC
766
Gilbert & Cook
Iowa
$327K +$109K +396 +47%
MA
767
Mutual Advisors
Nebraska
$322K -$13.5K -49 -4%
VAS
768
Vestmark Advisory Solutions
Massachusetts
$322K +$120K +435 +56%
CIC
769
Crawford Investment Counsel
Georgia
$322K +$333K +1,209 New
NRS
770
Neville Rodie & Shaw
New York
$321K
PCM
771
Penserra Capital Management
California
$321K +$61.1K +222 +22%
RFM
772
Royal Fund Management
Florida
$318K
CP
773
Covenant Partners
Tennessee
$317K
MIH
774
Meitav Investment House
Israel
$315K -$104K -379 -24%
VCA
775
Verdence Capital Advisors
Maryland
$315K -$1.93K -7 -0.6%