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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
VAS
801
Vestmark Advisory Solutions
Massachusetts
$709K -$49.5K -141 -7%
ICP
802
Interchange Capital Partners
Pennsylvania
$709K +$656K +1,868 New
KPWS
803
Kestra Private Wealth Services
Texas
$709K +$663K +1,887 New
OLA
804
Oliver Luxxe Assets
New Jersey
$707K -$52.7K -150 -7%
HFG
805
Heron Financial Group
New York
$706K -$20.4K -58 -3%
1WA
806
180 Wealth Advisors
Washington
$705K -$18.3K -52 -3%
CWM
807
Circle Wealth Management
New Jersey
$704K +$651K +1,854 New
AWM
808
Altium Wealth Management
New York
$701K +$28.8K +82 +5%
RSC
809
Red Spruce Capital
Pennsylvania
$700K +$48.5K +138 +8%
PVH
810
Psagot Value Holdings
Israel
$700K +$68.8K +196 +12%
RCA
811
Rowland Carmichael Advisors
Arizona
$699K
KIC
812
Kensington Investment Counsel
California
$696K +$644K +1,833 New
GC
813
Gilbert & Cook
Iowa
$686K -$42.8K -122 -6%
GCC
814
Guardian Capital (Canada)
Ontario, Canada
$684K +$70.2K +200 +13%
ARMT
815
Amica Retiree Medical Trust
Rhode Island
$683K +$233K +664 +59%
DWM
816
Dakota Wealth Management
Florida
$682K -$140K -400 -18%
RA
817
RFG Advisory
Alabama
$677K -$2.81K -8 -0.4%
SFO
818
Standard Family Office
South Dakota
$677K +$626K +1,782 New
FIM
819
Freedom Investment Management
Connecticut
$673K -$15.5K -44 -2%
STC
820
Sarah T. Connolly
$671K +$620K +1,766 New
BPA
821
Beacon Pointe Advisors
California
$668K +$82.2K +234 +15%
ANTB
822
AMG National Trust Bank
Colorado
$664K +$17.6K +50 +3%
BW
823
Bison Wealth
Georgia
$664K +$389K +1,107 +172%
RC
824
RegentAtlantic Capital
New Jersey
$662K +$216K +614 +54%
TAM
825
Trust Asset Management
Texas
$656K +$142K +403 +30%