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
TFGT
1001
TS Financial Group (TSFG)
Illinois
$3K
AIC
1002
Ameritas Investment Company
Nebraska
$3K +$3.3K +12 New
NIC
1003
Northwest Investment Counselors
Oregon
$3K +$3.58K +13 New
LGWM
1004
Litman Gregory Wealth Management
California
$2K -$1.93K -7 -54%
AWM
1005
Avior Wealth Management
Nebraska
$1K
GWMIA
1006
Global Wealth Management Investment Advisory
Florida
$1K
WWM
1007
Willingdon Wealth Management
North Carolina
$1K +$1.38K +5 New
SWP
1008
Strategic Wealth Partners
Ohio
$648 +$675K +2,453 New
GEA
1009
Glen Eagle Advisors
New Jersey
$266
ECM
1010
Element Capital Management
New York
-$40M -152,982 Closed
Jacobs Levy Equity Management
1011
Jacobs Levy Equity Management
New Jersey
-$38.1M -145,890 Closed
VCM
1012
Voleon Capital Management
California
-$12M -46,000 Closed
TF
1013
TIAA FSB
Florida
-$11.6M -44,317 Closed
Nomura Holdings
1014
Nomura Holdings
Japan
-$4.58M -17,324 Closed
QI
1015
Quilter Investors
United Kingdom
-$4.14M -15,833 Closed
CBOA
1016
Commonwealth Bank of Australia
Australia
-$3.47M -13,314 Closed
EMG
1017
Ellington Management Group
Connecticut
-$3.45M -13,200 Closed
PAG
1018
Private Advisor Group
New Jersey
-$3.48M -12,647 Closed
KC
1019
Kepos Capital
New York
-$2.94M -11,250 Closed
CIP
1020
Convergence Investment Partners
Florida
-$2.27M -8,700 Closed
Simplex Trading
1021
Simplex Trading
Illinois
-$1.94M -7,036 Closed
NICM
1022
Neo Ivy Capital Management
New York
-$1.45M -5,546 Closed
BA
1023
Bridgewater Associates
Connecticut
-$1.44M -5,526 Closed
Wealth Enhancement Advisory Services
1024
Wealth Enhancement Advisory Services
Minnesota
-$1.55M -5,518 Closed
LP
1025
LMR Partners
United Kingdom
-$1.24M -4,750 Closed