We are live on ! Find out more

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
FGAM
976
Financial Gravity Asset Management
Texas
$12K
BCM
977
Bourgeon Capital Management
Connecticut
$12K +$12.1K +44 New
IRC
978
Investors Research Corp
Georgia
$12K +$12.7K +46 New
BWM
979
Baystate Wealth Management
Massachusetts
$11K
H
980
Hexavest
Quebec, Canada
$11K
CQS
981
Credential Qtrade Securities
$10.1K -$1.65K -6 -14%
EWA
982
Evolution Wealth Advisors
Florida
$10K
GWS
983
Glassman Wealth Services
Virginia
$10K +$825 +3 +8%
BL
984
Balentine LLC
Georgia
$9K
GWAG
985
Garrett Wealth Advisory Group
Texas
$8.24K +$8.53K +31 New
RCC
986
Red Cedar Capital
Nebraska
$8K
PFGIA
987
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$6.33K +23 +383%
CFD
988
Creative Financial Designs
Indiana
$7K
FFC
989
First Financial Corp
Indiana
$7K +$7.43K +27 New
TJHA
990
Thomas J. Herzfeld Advisors
Florida
$6K -$1.65K -6 -20%
VNA
991
Valley National Advisers
Pennsylvania
$6K
SWM
992
Selective Wealth Management
Virginia
$6K +$6.05K +22 New
THWM
993
Taylor Hoffman Wealth Management
Virginia
$5K
SCA
994
Stonebridge Capital Advisors
Minnesota
$5K +$4.68K +17 New
ME
995
McIlrath & Eck
Washington
$5K +$5.5K +20 New
GT
996
Glenmede Trust
Pennsylvania
$4.37K +$1.9M +6,902 +72%
APC
997
Aspire Private Capital
North Carolina
$4K
PGAM
998
Princeton Global Asset Management
New Jersey
$4K
PG
999
Proffitt & Goodson
Tennessee
$4K
FRA
1000
Front Row Advisors
California
$3K -$6.05K -22 -67%