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1,086 hedge funds and large institutions have $59.6B invested in Intuit in 2019 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 393 increasing their positions, 373 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 62

8% more funds holding

Funds holding: 1,0091,086 (+77)

5% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 373

0.13% less ownership

Funds ownership: 87.64%87.51% (-0.13%)

2% less capital invested

Capital invested by funds: $60.6B → $59.6B (-$951M)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

23% less call options, than puts

Call options by funds: $367M | Put options by funds: $478M

Holders
1,086
Holders Change
+77
Holders Change %
+7.63%
% of All Funds
21.4%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
151
Increased
393
Reduced
373
Closed
62
Calls
$367M
Puts
$478M
Net Calls
-$110M
Net Calls Change
-$198M
Name Holding Trade Value Shares
Change
Change in
Stake
LB
951
Legacy Bridge
Iowa
$132K
TL
952
TrueWealth LLC
Georgia
$132K +$3.14K +12 +2%
HR
953
Howe & Rusling
New York
$131K
LWM
954
Liberty Wealth Management
California
$131K
PA
955
Procyon Advisors
Connecticut
$130K +$129K +495 New
O
956
Ossiam
France
$128K +$92.8K +355 +267%
CHAM
957
Clear Harbor Asset Management
Connecticut
$127K +$126K +483 New
IUHSA
958
Itau Unibanco Holding S.A.
Brazil
$123K +$122K +468 New
OIA
959
Optimum Investment Advisors
Illinois
$119K
PCM
960
Prelude Capital Management
New York
$118K -$277K -1,058 -70%
PAM
961
Paradigm Asset Management
New York
$118K +$118K +450 New
JFGIW
962
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K -$10.7K -41 -9%
AA
963
Advisory Alpha
Michigan
$110K -$6.01K -23 -5%
VCM
964
Vigilant Capital Management
Maine
$110K
PFBT
965
Parkside Financial Bank & Trust
Missouri
$108K +$4.97K +19 +5%
AWM
966
Atticus Wealth Management
Florida
$108K +$108K +412 New
FPFS
967
First Personal Financial Services
North Carolina
$105K -$3.14K -12 -3%
AAM
968
Ardevora Asset Management
United Kingdom
$105K +$26.1K +100 +33%
ADL
969
Asset Dedication LLC
California
$103K +$1.83K +7 +2%
Marshall Wace
970
Marshall Wace
United Kingdom
$100K -$64.8K -248 -39%
KWM
971
Keebeck Wealth Management
Illinois
$97K +$97.5K +373 New
CBT
972
Capital Bank & Trust
California
$94K
BWM
973
BerganKDV Wealth Management
Minnesota
$94K +$5.49K +21 +6%
BCA
974
Berman Capital Advisors
Georgia
$89K
BSPF
975
British Steel Pension Fund
United Kingdom
$87K