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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
BP
901
Ballentine Partners
Massachusetts
$504K +$57.9K +165 +14%
CIP
902
Convergence Investment Partners
Florida
$504K +$466K +1,327 New
SYBT
903
Stock Yards Bank & Trust
Kentucky
$497K -$14.4K -41 -3%
VIA
904
Vident Investment Advisory
Georgia
$492K +$101K +288 +29%
MFG
905
Magnus Financial Group
New York
$491K -$56.2K -160 -11%
RF
906
RHS Financial
California
$490K -$10.5K -30 -2%
EW
907
Evoke Wealth
California
$489K
TIA
908
Tiemann Investment Advisors
California
$488K -$14K -40 -3%
CCA
909
Column Capital Advisors
Indiana
$488K -$7.73K -22 -2%
TC
910
Truvestments Capital
Florida
$484K +$34.1K +97 +8%
WBG
911
Wharton Business Group
Pennsylvania
$483K
GWM
912
Geneos Wealth Management
Colorado
$482K +$33K +94 +7%
CPWA
913
Cerro Pacific Wealth Advisors
California
$476K +$440K +1,252 New
CCM
914
Coldstream Capital Management
Washington
$473K +$125K +355 +40%
HAG
915
HighPoint Advisor Group
Illinois
$468K +$30.9K +88 +8%
NSIM
916
North Star Investment Management
Illinois
$467K
TA
917
Trellis Advisors
Washington
$466K
RB
918
Renasant Bank
Mississippi
$459K +$425K +1,209 New
NRS
919
Neville Rodie & Shaw
New York
$458K
ZB
920
Zions Bancorporation
Utah
$454K -$300K -853 -42%
VCA
921
Verdence Capital Advisors
Maryland
$453K
CA
922
Calton & Associates
Florida
$451K -$16.2K -46 -4%
LFAS
923
Level Four Advisory Services
Texas
$446K -$58.3K -166 -12%
VCM
924
Vigilant Capital Management
Maine
$446K
GLLW
925
Graves Light Lenhart Wealth
Virginia
$442K