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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
CPO
776
Cerity Partners OCIO
New York
$315K +$25.3K +92 +8%
BBNA
777
Bremer Bank National Association
Minnesota
$314K -$18.7K -68 -5%
TA
778
Trellis Advisors
Washington
$313K
IA
779
Independence Advisors
Pennsylvania
$312K
MCM
780
MV Capital Management
Maryland
$311K +$21.2K +77 +7%
HKAM
781
Horizon Kinetics Asset Management
New York
$310K -$17.6K -64 -5%
PGIM
782
Pacific Global Investment Management
California
$310K +$275 +1 +0.1%
BC
783
Bartlett & Co
Ohio
$306K +$316K +1,147 +38,233%
LOAMS
784
Lombard Odier Asset Management (Switzerland)
Switzerland
$306K +$317K +1,151 New
BCWM
785
Bartlett & Co Wealth Management
Ohio
$306K +$316K +1,147 +38,233%
LFAS
786
Level Four Advisory Services
Texas
$303K -$81.7K -297 -21%
ARMT
787
Amica Retiree Medical Trust
Rhode Island
$302K
DCM
788
Donaldson Capital Management
Indiana
$301K +$311K +1,131 New
BP
789
Ballentine Partners
Massachusetts
$300K -$30.3K -110 -9%
AI
790
Atom Investors
Texas
$300K +$310K +1,127 New
CG
791
Carmignac Gestion
France
$298K
EAM
792
Evanson Asset Management
California
$295K
KFS
793
Kurt F. Somerville
$295K
DWT
794
Dorsey & Whitney Trust
South Dakota
$295K +$305K +1,110 New
PFM
795
Parsec Financial Management
North Carolina
$294K -$55K -200 -15%
OC
796
Oakworth Capital
Alabama
$292K
OIA
797
OneDigital Investment Advisors
Kansas
$290K -$70.4K -256 -19%
TWM
798
Tolleson Wealth Management
Texas
$286K
BFA
799
Bragg Financial Advisors
North Carolina
$285K
CRC
800
Curi RMB Capital
Illinois
$283K -$1.65K -6 -0.6%