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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
IWC
951
Integrated Wealth Concepts
Massachusetts
$402K +$37.9K +108 +11%
BCM
952
Bayesian Capital Management
New York
$402K +$371K +1,057 New
DA
953
DSC Advisors
Illinois
$400K -$121K -345 -25%
GGI
954
Godsey & Gibb Inc
Virginia
$395K +$702 +2 +0.2%
CRC
955
Curi RMB Capital
Illinois
$394K -$92K -262 -20%
TCM
956
Traynor Capital Management
Pennsylvania
$392K -$49.2K -140 -12%
RWB
957
RMR Wealth Builders
New Jersey
$391K -$311K -885 -46%
SWM
958
SeaCrest Wealth Management
New York
$390K +$4.57K +13 +1%
WFC
959
Western Financial Corp
California
$388K +$360K +1,024 New
MSFS
960
Main Street Financial Solutions
Pennsylvania
$385K +$356K +1,013 New
OPS
961
Orion Portfolio Solutions
Nebraska
$382K -$351 -1 -0.1%
Group One Trading
962
Group One Trading
Illinois
$382K +$353K +1,006 New
FNBT
963
FineMark National Bank & Trust
Florida
$381K +$33.4K +95 +10%
RC
964
RBF Capital
California
$380K
SCM
965
Schnieders Capital Management
California
$380K
CNB
966
Camden National Bank
Maine
$380K +$7.02K +20 +2%
CBT
967
CoreFirst Bank & Trust
Kansas
$380K +$351K +1,000 New
SIC
968
Samalin Investment Counsel
New York
$377K +$351 +1 +0.1%
NIMI
969
Natixis Investment Managers International
France
$376K +$348K +990 New
QCG
970
Quadrant Capital Group
Ohio
$374K +$35.5K +101 +11%
ASC
971
Atalanta Sosnoff Capital
New York
$370K
WAG
972
Winthrop Advisory Group
Massachusetts
$367K +$5.27K +15 +2%
QCM
973
Quest Capital Management
Texas
$366K +$21.4K +61 +7%
WA
974
WESPAC Advisors
California
$363K +$702 +2 +0.2%
PWM
975
Perigon Wealth Management
California
$363K +$17.9K +51 +6%