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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
JFA
876
Johanson Financial Advisors
California
$210K +$275 +1 +0.1%
BLAM
877
Bourne Lent Asset Management
New York
$210K +$550 +2 +0.3%
HPWM
878
Highland Private Wealth Management
Washington
$207K +$825 +3 +0.4%
RCAG
879
Rehmann Capital Advisory Group
Michigan
$207K -$4.13K -15 -2%
FFN
880
Focus Financial Network
Minnesota
$206K -$825 -3 -0.4%
SVWAG
881
Sound View Wealth Advisors Group
Georgia
$205K +$212K +770 New
GLI
882
Guardian Life Insurance
New York
$201K +$2.2K +8 +1%
AF
883
Advisornet Financial
Minnesota
$192K +$21.7K +79 +12%
CFB
884
Cullen/Frost Bankers
Texas
$191K
ST
885
Smithfield Trust
Pennsylvania
$177K
GSC
886
G&S Capital
Colorado
$174K +$59.4K +216 +49%
PCG
887
Private Capital Group
Connecticut
$173K +$125K +454 +230%
CIA
888
CSat Investment Advisory
Michigan
$169K +$21.2K +77 +14%
Marshall Wace
889
Marshall Wace
United Kingdom
$168K -$101M -365,534 -100%
FANJ
890
Financial Architects (New Jersey)
New Jersey
$164K
QT
891
Quantbot Technologies
New York
$161K -$2.46M -8,934 -94%
SIM
892
Sonora Investment Management
Arizona
$160K
JIR
893
James Investment Research
Ohio
$158K
NIM
894
NuWave Investment Management
New Jersey
$154K -$70.1K -255 -31%
FHA
895
Flagship Harbor Advisors
Massachusetts
$150K +$7.98K +29 +5%
KPCM
896
Kings Point Capital Management
New York
$145K
MUS
897
Mitsubishi UFJ Securities
Japan
$138K
LC
898
Lindbrook Capital
California
$138K +$4.4K +16 +3%
FMT
899
First Mercantile Trust
Tennessee
$136K -$80K -291 -36%
LB
900
Legacy Bridge
Iowa
$134K