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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
PAMP
851
Polar Asset Management Partners
Ontario, Canada
$610K +$564K +1,606 New
FFBTD
852
First Financial Bank - Trust Division
Ohio
$608K
EWF
853
Epstein & White Financial
California
$608K +$562K +1,600 New
HH
854
Hilltop Holdings
Texas
$603K +$53.7K +153 +11%
VST
855
Van Strum & Towne
California
$602K
GAG
856
GM Advisory Group
New York
$598K -$50.9K -145 -8%
SWM
857
SVA Wealth Management
Wisconsin
$598K +$300K +855 +119%
TCM
858
TimesSquare Capital Management
New York
$597K +$107K +305 +24%
PFPT
859
Pinnacle Financial Partners (Tennessee)
Tennessee
$595K +$49.5K +141 +10%
BWP
860
Baldwin Wealth Partners
Massachusetts
$588K
EWA
861
EP Wealth Advisors
California
$588K +$132K +375 +32%
PFG
862
PAX Financial Group
Texas
$586K +$4.21K +12 +0.8%
1SB
863
1ST Source Bank
Indiana
$583K -$10.5K -30 -2%
AWS
864
AJ Wealth Strategies
New York
$582K +$538K +1,533 New
OL
865
Optas LLC
Texas
$581K -$695K -1,980 -56%
ST
866
Spinnaker Trust
Maine
$581K +$3.51K +10 +0.7%
BA
867
Bridgewater Associates
Connecticut
$580K +$537K +1,528 New
HG
868
Harbor Group
New Hampshire
$580K +$558K +1,589 New
NFG
869
Next Financial Group
Texas
$577K +$11.6K +33 +2%
EMG
870
ETF Managers Group
New Jersey
$575K -$422K -1,201 -44%
GFP
871
Gryphon Financial Partners
Ohio
$572K
ST
872
Smithfield Trust
Pennsylvania
$560K +$15.8K +45 +3%
WP
873
WealthShield Partners
North Carolina
$557K +$43.2K +123 +9%
PJB
874
Paul John Balson
California
$556K +$1.05K +3 +0.2%
SC
875
Savant Capital
Illinois
$554K -$1.05K -3 -0.2%