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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
SI
976
Scharf Investments
California
$362K +$335K +954 New
FNT
977
First National Trust
Pennsylvania
$360K +$31.6K +90 +11%
PFA
978
Pathway Financial Advisors
Vermont
$359K
PFT
979
Providence First Trust
Arizona
$357K +$330K +940 New
TVAMP
980
Tennessee Valley Asset Management Partners
Tennessee
$356K +$329K +937 New
DIS
981
Diversified Investment Strategies
Louisiana
$354K -$12.3K -35 -4%
OC
982
Oakworth Capital
Alabama
$354K -$5.27K -15 -2%
IB
983
Intrust Bank
Kansas
$354K +$30.2K +86 +10%
IAN
984
Integrated Advisors Network
Texas
$350K +$18.3K +52 +6%
GDP
985
Great Diamond Partners
Maine
$349K
WCF
986
West Coast Financial
California
$348K -$28.8K -82 -8%
TWI
987
Thomas White International
Illinois
$346K -$558K -1,590 -64%
ALAM
988
Asahi Life Asset Management
Japan
$346K +$38.6K +110 +14%
AIC
989
Ameritas Investment Company
Nebraska
$345K +$319K +908 New
BC
990
Bartlett & Co
Ohio
$344K +$1.76K +5 +0.6%
BCWM
991
Bartlett & Co Wealth Management
Ohio
$344K +$1.76K +5 +0.6%
CRCM
992
Corbett Road Capital Management
Virginia
$342K -$23.5K -67 -7%
PWP
993
Principle Wealth Partners
Connecticut
$342K
SACTSONJ
994
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$342K
PCM
995
Perritt Capital Management
Illinois
$338K -$95.2K -271 -23%
BOM
996
Bank of Marin
California
$337K +$5.27K +15 +2%
BFA
997
Bragg Financial Advisors
North Carolina
$334K -$22.8K -65 -7%
CB
998
CNB Bank
Pennsylvania
$330K +$20.4K +58 +7%
FMWA
999
Forvis Mazars Wealth Advisors
Missouri
$327K +$702 +2 +0.2%
XM
1000
XTX Markets
New York
$327K +$302K +861 New