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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
HBT
751
Heartland Bank & Trust
Illinois
$919K +$850K +2,420 New
CBN
752
Cadence Bank NA
Texas
$918K
FFA
753
First Foundation Advisors
California
$918K +$524K +1,492 +161%
AWCI
754
Alpine Woods Capital Investors
New York
$912K
CLOS
755
Compagnie Lombard Odier SCmA
Switzerland
$912K +$35.1K +100 +4%
SS
756
Sunbelt Securities
Texas
$908K +$35.8K +102 +4%
FWM
757
FSA Wealth Management
Massachusetts
$885K -$15.8K -45 -2%
PT
758
Plimoth Trust
Massachusetts
$882K -$132K -377 -14%
AIM
759
Aigen Investment Management
New York
$881K +$815K +2,320 New
PI
760
Pettee Investors
Connecticut
$874K
FTDI
761
First Trust Direct Indexing
Massachusetts
$873K +$807K +2,298 New
OPPTF
762
OPSEU Pension Plan Trust Fund
Ontario, Canada
$864K +$13K +37 +2%
SCM
763
Stevens Capital Management
Pennsylvania
$862K -$1.27M -3,605 -61%
GAMC
764
Garner Asset Management Corp
Texas
$858K +$40.4K +115 +5%
BEI
765
Benjamin Edwards Inc
Missouri
$845K +$53.7K +153 +7%
CCA
766
Checchi Capital Advisers
California
$844K -$61.1K -174 -7%
GW
767
GW & Wade
Massachusetts
$840K -$66K -188 -8%
MAM
768
Meeder Asset Management
Ohio
$837K -$11.1M -31,567 -93%
MCM
769
McRae Capital Management
New Jersey
$836K +$35.5K +101 +5%
JMFC
770
J.M. Forbes & Co
Massachusetts
$830K
VC
771
Veracity Capital
Georgia
$828K +$63.2K +180 +9%
TWA
772
TCI Wealth Advisors
Arizona
$825K -$1.18M -3,348 -61%
SAM
773
Strategy Asset Managers
California
$805K -$58.6K -167 -7%
ATC
774
Argent Trust Co
Tennessee
$798K +$56.2K +160 +8%
SFFS
775
Stonehage Fleming Financial Services
Jersey
$795K