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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
EFSCE
951
Enterprise Financial Services Corp (EFSC)
Missouri
$43K +$5.5K +20 +14%
CAC
952
Certified Advisory Corp
Florida
$43K +$44K +160 New
WPA
953
West Paces Advisors
Georgia
$42.5K
CAGAS
954
Capital Advisory Group Advisory Services
Minnesota
$40K
WAP
955
Wealthcare Advisory Partners
Pennsylvania
$40K
VFA
956
Valeo Financial Advisors
Indiana
$37K +$2.2K +8 +6%
O
957
Ossiam
France
$35K -$109K -396 -75%
TFO
958
Tarbox Family Office
California
$34K
CI
959
CX Institutional
Indiana
$31K +$1.38K +5 +4%
UB
960
UMB Bank
Missouri
$30.3K -$1.22M -4,430 -4%
PAI
961
Pittenger & Anderson Inc
Nebraska
$27K
WOC
962
West Oak Capital
California
$27K +$27.5K +100 New
First Manhattan
963
First Manhattan
New York
$26K -$766K -2,785 -97%
BWA
964
Burt Wealth Advisors
Maryland
$26K
FA
965
Financial Advantage
Maryland
$26K
MPWT
966
MassMutual Private Wealth & Trust
Connecticut
$26K +$4.13K +15 +19%
CT
967
Clearstead Trust
Maine
$25K
EI
968
Ellevest Inc
New York
$25K +$1.65K +6 +7%
HDIM
969
Hanson & Doremus Investment Management
Vermont
$23K -$1.93K -7 -7%
AF
970
Allworth Financial
California
$23K +$5.5K +20 +31%
AS
971
Altshuler Shaham
Israel
$23K +$6.33K +23 +35%
SBL
972
Sargent Bickham Lagudis
Colorado
$22K -$17.9K -65 -44%
HI
973
Human Investing
Oregon
$21K -$4.95K -18 -19%
LWANC
974
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K +$10.7K +39 +95%
TSW
975
Thompson Siegel & Walmsley
Virginia
$15K