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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
NCM
901
Next Capital Management
New York
$133K -$80.9K -294 -37%
HR
902
Howe & Rusling
New York
$133K
CB
903
CNB Bank
Pennsylvania
$133K +$106K +384 +328%
LWM
904
Liberty Wealth Management
California
$132K +$138K +500 New
TL
905
TrueWealth LLC
Georgia
$131K
CFA
906
Carroll Financial Associates
North Carolina
$130K
JFGIW
907
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K +$132K +479 New
OIA
908
Optimum Investment Advisors
Illinois
$121K -$5.23K -19 -4%
AssetMark Inc
909
AssetMark Inc
California
$120K +$1.65K +6 +1%
VCM
910
Vigilant Capital Management
Maine
$112K -$56.4K -205 -33%
AA
911
Advisory Alpha
Michigan
$112K +$116K +423 New
FPFS
912
First Personal Financial Services
North Carolina
$110K -$519K -1,885 -82%
NL
913
NVWM LLC
Pennsylvania
$106K
PFBT
914
Parkside Financial Bank & Trust
Missouri
$104K
ADL
915
Asset Dedication LLC
California
$102K
CAPTRUST Financial Advisors
916
CAPTRUST Financial Advisors
North Carolina
$99K +$1.1K +4 +1%
CBT
917
Capital Bank & Trust
California
$95K +$3.03K +11 +3%
AIM
918
Anchor Investment Management
South Carolina
$93.1K +$13.8K +50 +17%
SNT
919
Security National Trust
West Virginia
$93K
BCA
920
Berman Capital Advisors
Georgia
$91K
BWM
921
BerganKDV Wealth Management
Minnesota
$89K
BSPF
922
British Steel Pension Fund
United Kingdom
$88K -$64.1K -233 -41%
QAM
923
QCI Asset Management
New York
$85K
MA
924
MUFG Americas
New York
$84K
RFA
925
Reilly Financial Advisors
California
$84K +$5.5K +20 +7%