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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
UFF
776
USA Financial Formulas
Michigan
$795K +$730K +2,080 +16,000%
IC
777
Iconiq Capital
California
$795K +$735K +2,094 New
BDS
778
Banco de Sabadell
Florida
$785K -$2.58M -7,356 -78%
SCA
779
Snowden Capital Advisors
New York
$782K +$45.7K +130 +7%
TNB
780
TCF National Bank
South Dakota
$782K -$30.6K -87 -4%
PTC
781
Private Trust Company
Ohio
$779K +$64.6K +184 +10%
TOPU
782
Trustees of Princeton University
New Jersey
$769K +$711K +2,025 New
Fisher Asset Management
783
Fisher Asset Management
Washington
$768K -$50.2K -143 -7%
TI
784
Tidal Investments
Wisconsin
$765K +$230K +656 +48%
PHAM
785
Palisades Hudson Asset Management
Florida
$762K
BFO
786
Boston Family Office
Massachusetts
$761K
EH
787
Employers Holdings
Nevada
$760K
SHGA
788
Sand Hill Global Advisors
California
$759K -$66.7K -190 -9%
PWPS
789
Pinnacle Wealth Planning Services
Ohio
$755K -$26.3K -75 -4%
AIL
790
AGF Investments LLC
Ontario, Canada
$754K -$22.5K -64 -3%
ESBC
791
E.S. Barr & Co
Kentucky
$752K
SBH
792
Segall Bryant & Hamill
Illinois
$750K +$343K +977 +98%
APA
793
American Portfolios Advisors
New York
$745K +$307K +874 +80%
NEI
794
Northwest & Ethical Investments
Ontario, Canada
$742K
WA
795
WBH Advisory
Maryland
$742K
GCP
796
GSA Capital Partners
United Kingdom
$735K +$187K +533 +38%
BWP
797
BSW Wealth Partners
Colorado
$723K +$6.32K +18 +1%
SIG
798
Sargent Investment Group
Maryland
$717K
TW
799
Transform Wealth
Colorado
$713K -$60.1K -171 -8%
SF
800
Symphony Financial
Texas
$713K +$26.3K +75 +4%