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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
BFEC
826
Benjamin F. Edwards & Company
Missouri
$656K +$175K +497 +40%
SFS
827
Sowell Financial Services
Arkansas
$655K -$73K -208 -11%
RWA
828
Ropes Wealth Advisors
Massachusetts
$653K -$15.5K -44 -2%
Aristotle Capital Management
829
Aristotle Capital Management
California
$653K -$351 -1 -0.1%
HIM
830
Hillsdale Investment Management
Ontario, Canada
$653K +$12.3K +35 +2%
CIC
831
Carnegie Investment Counsel
Ohio
$652K +$77.3K +220 +15%
EAM
832
Evanson Asset Management
California
$648K
LNC
833
Lincoln National Corp
Pennsylvania
$647K +$33K +94 +6%
FMLI
834
Fukoku Mutual Life Insurance
Japan
$646K -$597K -1,700 -50%
CWM
835
Concentric Wealth Management
California
$646K
IIC
836
Integrated Investment Consultants
Michigan
$643K
TMAM
837
Tokio Marine Asset Management
Japan
$640K -$12.6K -36 -2%
NIP
838
Nicholas Investment Partners
California
$639K +$48.5K +138 +9%
CA
839
Clearstead Advisors
Ohio
$637K +$300K +853 +103%
LWM
840
Liberty Wealth Management
California
$635K +$422K +1,201 +240%
CCA
841
Conestoga Capital Advisors
Pennsylvania
$634K -$47.4K -135 -7%
IEFM
842
IQ EQ Fund Management
Ireland
$632K -$28.4K -81 -5%
DACG
843
Donor Advised Charitable Giving
California
$631K
FGAM
844
Financial Gravity Asset Management
Texas
$627K +$580K +1,652 New
AWP
845
Accretive Wealth Partners
New Jersey
$624K +$577K +1,644 New
ECM
846
Evergreen Capital Management
Washington
$617K +$570K +1,624 New
ACM
847
AlphaCrest Capital Management
New York
$614K +$106K +302 +23%
AFG
848
Albion Financial Group
Utah
$614K +$221K +628 +63%
UBV
849
United Bank (Virginia)
Virginia
$613K +$566K +1,613 New
Verition Fund Management
850
Verition Fund Management
Connecticut
$612K -$92K -262 -14%