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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
TC
826
Truvestments Capital
Florida
$263K +$8.53K +31 +3%
OSIA
827
O'Shares Investment Advisers
Massachusetts
$262K +$25K +91 +10%
ASC
828
Atalanta Sosnoff Capital
New York
$261K +$270K +980 New
QCM
829
Quest Capital Management
Texas
$258K -$15.7K -57 -6%
LSAG
830
Lake Street Advisors Group
New Hampshire
$257K +$18.7K +68 +7%
MCM
831
MAI Capital Management
Ohio
$255K -$13.5K -49 -5%
WAG
832
Winthrop Advisory Group
Massachusetts
$255K +$264K +958 New
AA
833
Ancora Advisors
Ohio
$254K +$263K +956 New
YMRC
834
Yorktown Management & Research Company
Virginia
$253K -$179K -650 -41%
HH
835
Hilltop Holdings
Texas
$253K +$262K +953 New
CIC
836
Carnegie Investment Counsel
Ohio
$252K -$7.15K -26 -3%
VHAM
837
Van Hulzen Asset Management
California
$245K -$1.1K -4 -0.4%
BSW
838
Buckingham Strategic Wealth
Missouri
$241K -$6.88K -25 -3%
CICI
839
Capital Investment Counsel Inc
North Carolina
$241K
FNBT
840
FineMark National Bank & Trust
Florida
$240K
SS
841
Sunbelt Securities
Texas
$240K +$248K +902 New
ALAM
842
Asahi Life Asset Management
Japan
$239K -$182K -660 -42%
TH
843
TCTC Holdings
Texas
$239K -$27.5K -100 -10%
HHGA
844
Halbert Hargrove Global Advisors
California
$239K -$5.5K -20 -2%
PWP
845
Principle Wealth Partners
Connecticut
$239K
AIM
846
AIA Investment Management
Singapore
$238K +$246K +894 New
PFA
847
Pathway Financial Advisors
Vermont
$236K
BFA
848
Beaumont Financial Advisors
Massachusetts
$233K +$3.58K +13 +2%
MC
849
Moors & Cabot
Massachusetts
$233K +$20.6K +75 +9%
HTC
850
Haverford Trust Company
Pennsylvania
$231K -$13.8K -50 -5%