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1,086 hedge funds and large institutions have $59.6B invested in Intuit in 2019 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 393 increasing their positions, 373 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 62

8% more funds holding

Funds holding: 1,0091,086 (+77)

5% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 373

0.13% less ownership

Funds ownership: 87.64%87.51% (-0.13%)

2% less capital invested

Capital invested by funds: $60.6B → $59.6B (-$951M)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

23% less call options, than puts

Call options by funds: $367M | Put options by funds: $478M

Holders
1,086
Holders Change
+77
Holders Change %
+7.63%
% of All Funds
21.4%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
151
Increased
393
Reduced
373
Closed
62
Calls
$367M
Puts
$478M
Net Calls
-$110M
Net Calls Change
-$198M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
876
FineMark National Bank & Trust
Florida
$237K
PWP
877
Principle Wealth Partners
Connecticut
$236K
TH
878
TCTC Holdings
Texas
$236K
SACTSONJ
879
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$236K +$235K +900 New
AIP
880
Almanack Investment Partners
Pennsylvania
$235K -$25.1K -96 -10%
SVWAG
881
Sound View Wealth Advisors Group
Georgia
$232K +$30.1K +115 +15%
CICI
882
Capital Investment Counsel Inc
North Carolina
$231K -$6.54K -25 -3%
Nomura Holdings
883
Nomura Holdings
Japan
$229K +$229K +876 New
CCM
884
Coldstream Capital Management
Washington
$228K +$10.7K +41 +5%
WFA
885
Wade Financial Advisory
California
$226K +$225K +862 New
Loomis, Sayles & Company
886
Loomis, Sayles & Company
Massachusetts
$224K -$3.42M -13,066 -94%
CIA
887
Capital Investment Advisors
Georgia
$224K +$3.14K +12 +1%
FNT
888
First National Trust
Pennsylvania
$223K -$3.92K -15 -2%
RMC
889
Resources Management Corp
Connecticut
$223K
BS
890
Boenning & Scattergood
Pennsylvania
$222K
AF
891
Advisornet Financial
Minnesota
$222K +$32.7K +125 +17%
CIA
892
CSat Investment Advisory
Michigan
$222K +$56K +214 +34%
IAN
893
Integrated Advisors Network
Texas
$221K +$220K +843 New
CANY
894
Caxton Associates (New York)
New York
$220K +$220K +843 New
MF
895
Magnetar Financial
Illinois
$218K -$332K -1,271 -60%
TI
896
Tidal Investments
Wisconsin
$218K +$217K +831 New
MCM
897
MAI Capital Management
Ohio
$217K -$33.7K -129 -13%
SWM
898
SeaCrest Wealth Management
New York
$217K +$6.54K +25 +3%
HZ
899
Hixon Zuercher
Ohio
$217K +$217K +830 New
HTC
900
Haverford Trust Company
Pennsylvania
$215K -$12.3K -47 -5%