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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
AIP
926
Almanack Investment Partners
Pennsylvania
$442K +$6.32K +18 +2%
CIC
927
Crawford Investment Counsel
Georgia
$442K +$31.6K +90 +8%
BBNA
928
Bremer Bank National Association
Minnesota
$441K
BDFN
929
Bond & Devick Financial Network
Minnesota
$439K +$406K +1,157 New
WMA
930
Wealth Management Associates
New Jersey
$437K +$42.5K +121 +12%
C
931
Certuity
Florida
$436K +$403K +1,147 New
WC
932
Woodstock Corp
Massachusetts
$435K +$402K +1,146 New
MWM
933
Mission Wealth Management
California
$432K -$32.3K -92 -7%
BFA
934
Beaumont Financial Advisors
Massachusetts
$425K +$393K +1,119 New
CT
935
Caldwell Trust
Florida
$425K -$21.1K -60 -5%
BHBT
936
Burke & Herbert Bank & Trust
Virginia
$424K
OIA
937
OneDigital Investment Advisors
Kansas
$424K +$6.32K +18 +2%
WPP
938
Whalerock Point Partners
Rhode Island
$424K +$271K +772 +225%
FHA
939
First Horizon Advisors
Tennessee
$421K -$14.8K -42 -4%
PFM
940
Parsec Financial Management
North Carolina
$420K
SC
941
SouthState Corp
Florida
$418K -$70.2K -200 -15%
WA
942
Wealth Alliance
New York
$416K -$2.81K -8 -0.7%
CP
943
Camelot Portfolios
Ohio
$416K
HSA
944
HBK Sorce Advisory
Pennsylvania
$413K +$43.9K +125 +13%
TWM
945
Tolleson Wealth Management
Texas
$409K
AWA
946
Alta Wealth Advisors
Massachusetts
$409K +$379K +1,078 New
PGIM
947
Pacific Global Investment Management
California
$408K -$3.16K -9 -0.8%
AOWM
948
Alpha Omega Wealth Management
Virginia
$408K
IFWM
949
Institute for Wealth Management
Colorado
$405K
Carson Wealth (CWM LLC)
950
Carson Wealth (CWM LLC)
Nebraska
$404K