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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
GRP
926
Global Retirement Partners
California
$82K -$58.9K -214 -41%
RIA
927
Realta Investment Advisors
Delaware
$81K +$60K +218 +251%
AAM
928
Ardevora Asset Management
United Kingdom
$80K -$34.2M -124,204 -100%
FCA
929
FinTrust Capital Advisors
South Carolina
$80K +$32.2K +117 +64%
MDCM
930
Morgan Dempsey Capital Management
Wisconsin
$79K
GAM
931
Gemmer Asset Management
California
$74K +$275 +1 +0.4%
TFS
932
TrustCore Financial Services
Tennessee
$73K
PB
933
Pinnacle Bancorp
Nebraska
$73K +$4.68K +17 +7%
SFSIG
934
San Francisco Sentry Investment Group
California
$72K -$9.08K -33 -11%
PCIA
935
Prime Capital Investment Advisors
Kansas
$68K -$2.79M -10,143 -98%
SIAS
936
Shine Investment Advisory Services
Colorado
$65K +$550 +2 +0.8%
FMII
937
Farmers & Merchants Investments Inc
Nebraska
$59K
NC
938
NewSquare Capital
Pennsylvania
$59K +$16.5K +60 +38%
BFEC
939
Benjamin F. Edwards & Company
Missouri
$57K -$5.23K -19 -8%
SLF
940
Sun Life Financial
Ontario, Canada
$57K +$825 +3 +1%
SQA
941
Simon Quick Advisors
New Jersey
$57K +$57.8K +210 +4,200%
VCM
942
Versant Capital Management
Arizona
$50K -$275 -1 -0.5%
CFGS
943
Concourse Financial Group Securities
Alabama
$49K -$8.8K -32 -15%
IF
944
Ironwood Financial
Arizona
$49K
SIC
945
Salem Investment Counselors
North Carolina
$49K
RA
946
Rational Advisors
New York
$47K -$922K -3,350 -95%
HWA
947
Heritage Wealth Advisors
Virginia
$47K
WCM
948
Whitener Capital Management
North Carolina
$47K
WEC
949
Winslow Evans & Crocker
Massachusetts
$46K
SWA
950
Sutton Wealth Advisors
Florida
$43.6K