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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
OFS
876
OneAscent Financial Services
Alabama
$552K -$462K -1,315 -47%
CWM
877
Chesapeake Wealth Management
Virginia
$549K -$39.3K -112 -7%
RC
878
Roundview Capital
New Jersey
$548K
MYIA
879
Mount Yale Investment Advisors
Colorado
$548K +$178K +506 +54%
EB
880
Eastern Bank
Massachusetts
$543K
AIC
881
Archer Investment Corporation
Indiana
$542K +$3.45M +9,826 +7,120%
TW
882
TrinityPoint Wealth
Connecticut
$540K +$1.76K +5 +0.3%
Jennison Associates
883
Jennison Associates
New York
$540K +$19.3K +55 +4%
GIA
884
Gateway Investment Advisers
Ohio
$539K -$80.4K -229 -14%
SFA
885
Sequoia Financial Advisors
Ohio
$536K +$2.81K +8 +0.6%
AA
886
Ancora Advisors
Ohio
$534K +$21.8K +62 +5%
AWM
887
Act Wealth Management
Texas
$532K +$492K +1,400 New
MG
888
Mather Group
Illinois
$531K +$41.1K +117 +9%
MA
889
Mutual Advisors
Nebraska
$529K +$1.76K +5 +0.4%
VA
890
Valmark Advisers
Ohio
$526K +$486K +1,385 New
EWM
891
Evercore Wealth Management
New York
$525K -$10.5K -30 -2%
MWM
892
Modera Wealth Management
New Jersey
$520K +$481K +1,370 New
RMCM
893
Reynders McVeigh Capital Management
Massachusetts
$519K -$194K -553 -29%
JWA
894
JFS Wealth Advisors
Pennsylvania
$518K +$16.9K +48 +4%
GLA
895
Great Lakes Advisors
Illinois
$518K +$37.6K +107 +9%
KFP
896
KMG Fiduciary Partners
Ohio
$516K
IC
897
Intersect Capital
California
$515K +$19K +54 +4%
BIM
898
Bridges Investment Management
Nebraska
$514K +$10.2K +29 +2%
SVWAG
899
Sound View Wealth Advisors Group
Georgia
$513K -$16.2K -46 -3%
SLG
900
Stanley-Laman Group
Pennsylvania
$512K +$84.6K +241 +22%