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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
VFA
976
Valeo Financial Advisors
Indiana
$87K +$49.7K +190 +135%
QAM
977
QCI Asset Management
New York
$84K
BL
978
Balentine LLC
Georgia
$82K +$73.2K +280 +824%
TPWA
979
TRUE Private Wealth Advisors
Oregon
$82K +$82.6K +316 New
PW
980
Price Wealth
Texas
$80K +$79.8K +305 New
RFA
981
Reilly Financial Advisors
California
$79K -$4.18K -16 -5%
MDCM
982
Morgan Dempsey Capital Management
Wisconsin
$78K
AP
983
Americana Partners
Texas
$78K +$78.4K +300 New
GAM
984
Gemmer Asset Management
California
$76K +$2.88K +11 +4%
HWA
985
Heritage Wealth Advisors
Virginia
$72K +$24.8K +95 +53%
TFS
986
TrustCore Financial Services
Tennessee
$72K
RCA
987
Ranch Capital Advisors
Florida
$72K +$71.6K +274 New
GRP
988
Global Retirement Partners
California
$67K -$13.1K -50 -16%
PB
989
Pinnacle Bancorp
Nebraska
$67K -$4.45K -17 -6%
CFGS
990
Concourse Financial Group Securities
Alabama
$65K +$16.2K +62 +34%
SIAS
991
Shine Investment Advisory Services
Colorado
$61K -$2.62K -10 -4%
FMT
992
First Mercantile Trust
Tennessee
$60K -$74.5K -285 -56%
FMII
993
Farmers & Merchants Investments Inc
Nebraska
$59K +$1.05K +4 +2%
BFEC
994
Benjamin F. Edwards & Company
Missouri
$56K
SQA
995
Simon Quick Advisors
New Jersey
$56K
EI
996
Ellevest Inc
New York
$56K +$31.1K +119 +128%
HIA
997
Harbor Investment Advisory
Maryland
$56K +$56.2K +215 New
TI
998
tru Independence
Oregon
$55K +$62.2K +238 New
SIC
999
Salem Investment Counselors
North Carolina
$52K +$4.18K +16 +9%
BCM
1000
Birch Capital Management
Texas
$52K +$51.5K +197 New